Author Archive

  • Plug Power Ignition
    Posted by on May 17th, 2013 at 9:01 am, Comments: 0

    A few days ago we wrote The Boulevard of Broken Dreams, a blog post about Plug Power ($PLUG) in which we said: We look at $PLUG [...]

  • The Boulevard of Broken Dreams: Plug Power
    Posted by on May 15th, 2013 at 1:06 pm, Comments: 0

    In finance, the image located below represents the Boulevard of Broken Dreams: Dreams about a massive technological adjacent possible with unlimited potential opportunities that never [...]

  • A CRMB-y Situation
    Posted by on April 18th, 2013 at 9:55 am, Comments: 0

    Michael and I are analyzing a special situation with Crumbs Bake Shop ($CRMB).  Here is a chart of the stock, where you can see that [...]

  • American Apparel at $10 within Five years?
    Posted by on March 28th, 2013 at 9:18 am, Comments: 0

    American Apparel had sales of $616 mm in 2012. The company should grow sales by about 10% in 2013. Starting in 2014 the company should [...]

  • Relative Value in Credit Risk
    Posted by on March 26th, 2013 at 10:21 am, Comments: 0

    I think there is a relative value opportunity in credit risk.  I typically focus on equity opportunities but I think this one has the potential [...]

  • When Will I Sell American Apparel
    Posted by on March 11th, 2013 at 8:49 am, Comments: 0

    In this month edition, Forbes has a great article about Renzo Rosso and his company Diesel. You can read more about it here. When Rosso started [...]

  • How Long Can You Hold Your Breath?
    Posted by on March 7th, 2013 at 9:14 am, Comments: 0

    It is pretty obvious to me and others that there is a ton of value in Sears Holdings ($SHLD). The issue with an investment in [...]

  • On Being Bold
    Posted by on March 6th, 2013 at 10:11 am, Comments: 0

    A lot has been said about J C Penney ($JCP) stock prices in the past few days. In a world of near perfect and free [...]

  • American Apparel…I Don’t Care
    Posted by on March 5th, 2013 at 11:14 am, Comments: 0

    No,,,I don’t care about the stock price ($APP). I don’t care about what it does in the next five minutes or ten or a week [...]

  • Why I Added to My Groupon Position
    Posted by on February 28th, 2013 at 5:58 pm, Comments: 0

    I just added to my small Groupon ($GRPN) position after Groupon announced that Andrew Mason has been removed from his CEO position. What I have [...]