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My Ten Commandments for Finance Twitter
"Fucking cool it chief!" - Moses I am a noted admirer of rules and have recently fielded some requests for my rules of engagement on twitter after a tweet from my friend @munilass. I am sure these are...
View ArticleUnilife Releases OrbiMed Loan Covenants: Is Default Imminent?
UNIS finally filed the financial covenants from the OrbiMed loan agreement, four months after we pushed the SEC to force UNIS to make them public. Now, the question becomes whether the company will be...
View ArticleWhere’s the Slack?
This June, the Fed’s most reactionary member, and noted hand talking enthusiast, James Bullard gave what I found to be one of the most reasonable presentation on FOMC policy in years. It was titled...
View ArticleOverstock.com: An Opportunity Begging For an Activist With 10x Upside Potential
Long forgotten by Wall Street, we believe Overstock.com (OSTK) represents an attractive opportunity for the tenacious, operations-focused activist. Even despite the myriad risks - namely CEO Patrick...
View ArticleStone Street Advisors LLC Seeks Equity Research Interns
We are hiring interns for the Spring/summer semester. Continue reading →
View ArticleOn the Perils of Management Access & Straying From Process: Our Adventure...
We were initially skeptical about Jones Soda, but after meeting with management, we were left with a decidedly different, opposite impression. A few weeks later, we realized we hadn't taken...
View ArticleRainbow Connection
After reading a top notch piece of research from Nomura’s Nick Firoozye (Mythbusters – “LSD” Leverage, Shorting, Derivatives can be reasonable) and a few too many bourbons I decided to emulate the Team...
View ArticleP/E Ratios – You’re Doing it Wrong
All-too-often traders and investors who should know better throw around comparisons and analysis using P/E ratios, without much (if any) thought being paid to the fundamental determinants thereof....
View ArticleTown Sports’‘High-Value Low-Price’ Strategy Is Doomed To Fail. Horribly.
New York Sports Club parent Town Sports (CLUB) is being squeezed from both the bottom and top of the market, stuck between the proverbial rock and a hard place. Ultimately, trying to compete on price...
View ArticleAswath Damodaran’s Spring, 2015 Valuation Class Project Results
Each year, lauded NYU Stern finance professor Aswath Damodaran has his MBA students complete a live valuation project. The results, of 108 submissions, are extremely interesting! In addition to...
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