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Category: Stocks by ticker

Bob Evans and the Conference Call Question of the Year $BOBE

Posted On January 26, 2017
Bob Evans is selling off their restaurant side The conference call was hilarious They're probably roughly fairly valued around today's prices Bob Evans (BOBE; disclosure: very long) has been a very large position of mine for some time (I posted the full thing over on SumZero; I believe you can access the write up w/ or […]

Nexmo could make Vonage shareholders go "Woo-Hoo" $VG

Posted On January 24, 2017
Vonage (VG) is helmed by a fantastic CEO who has done a masterful job of capital allocation over the last three years The company has three segments with wildly different outlooks and financials, and that disparity plus the legacy overhand of people thinking of VG as a dying consumer phone company could mask the underlying […]

Nexmo could make Vonage shareholders go "Woo-Hoo" $VG

Posted On January 24, 2017
Vonage (VG) is helmed by a fantastic CEO who has done a masterful job of capital allocation over the last three years The company has three segments with wildly different outlooks and financials, and that disparity plus the legacy overhand of people thinking of VG as a dying consumer phone company could mask the underlying […]

Tucows "right" in eNom deal $TCX $NAME

Posted On January 23, 2017
Quick Summary Tucows is buying Rightside’s eNom division for $84m The deal appears to be a win/win for both companies I may have only written this article to indulge my fascination with the one day stock chart and/or to quickly break my plans for the blog. You decide. One of my plans for this blog […]

Tucows "right" in eNom deal $TCX $NAME

Posted On January 23, 2017
Quick Summary Tucows is buying Rightside’s eNom division for $84m The deal appears to be a win/win for both companies I may have only written this article to indulge my fascination with the one day stock chart and/or to quickly break my plans for the blog. You decide. One of my plans for this blog […]

Shoretel's Calling $SHOR

Posted On January 22, 2017
Quick Summary The whole Unified Communications space (UC) is undergoing a massive shift to an internet driven, SaaS-like model The decline in traditional premise based sales has masked the growth in Shoretel's UCaaS segment and likely left Shoretel trading at a discount to its SOTP. The potential cost synergies from Shoretel merging with a strategic […]

Shoretel's Calling $SHOR

Posted On January 22, 2017
Quick Summary The whole Unified Communications space (UC) is undergoing a massive shift to an internet driven, SaaS-like model The decline in traditional premise based sales has masked the growth in Shoretel's UCaaS segment and likely left Shoretel trading at a discount to its SOTP. The potential cost synergies from Shoretel merging with a strategic […]
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