exhedgefundtrader.blogspot.com

Trading and Market Commentary

Trading and Market Commentary. Saturday, September 21, 2013. Friday, January 4, 2013. Sunday, October 14, 2012. Softbank Stock Looks Compelling. What would you say if I told you that you could buy Japan’s best wireless telecom carrier (growing at 8%), coupled with the Google of Japan, for only 3.3x EBITDA? This is the value proposition for Softbank today, ticker 9984 out of Tokyo, also with an ADR that trades under the ticker symbol SFTBY in the US. 17% in one day. To put some numbers around that, Softba...

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Trading and Market Commentary. Saturday, September 21, 2013. Friday, January 4, 2013. Sunday, October 14, 2012. Softbank Stock Looks Compelling. What would you say if I told you that you could buy Japan’s best wireless telecom carrier (growing at 8%), coupled with the Google of Japan, for only 3.3x EBITDA? This is the value proposition for Softbank today, ticker 9984 out of Tokyo, also with an ADR that trades under the ticker symbol SFTBY in the US. 17% in one day. To put some numbers around that, Softba...

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Trading and Market Commentary | exhedgefundtrader.blogspot.com Reviews

https://exhedgefundtrader.blogspot.com

Trading and Market Commentary. Saturday, September 21, 2013. Friday, January 4, 2013. Sunday, October 14, 2012. Softbank Stock Looks Compelling. What would you say if I told you that you could buy Japan’s best wireless telecom carrier (growing at 8%), coupled with the Google of Japan, for only 3.3x EBITDA? This is the value proposition for Softbank today, ticker 9984 out of Tokyo, also with an ADR that trades under the ticker symbol SFTBY in the US. 17% in one day. To put some numbers around that, Softba...

INTERNAL PAGES

exhedgefundtrader.blogspot.com

1

Trading and Market Commentary: Ira Sohn Conference 2011

http://exhedgefundtrader.blogspot.com/2011/06/ira-sohn-conference-2011.html

Trading and Market Commentary. Wednesday, June 1, 2011. Ira Sohn Conference 2011. Erez Kalir, Sabretooth. Dinaker Singh, TPG-Axon Capital. Dinaker Singh recommended 3 stocks:. Jeff Aronson, Centerbridge. Bob Howard, head of KKR Equity Strategies Group. Howard liked 2 stocks:. Phil Falcone, Harbinger. Jim Chanos, Kynikos. 2010 wind installations were down 40% vs 2009, while at the same time competition is heating up with new Chinese entrants. Particularly, he likes shorting Vestas (VWS DC). Busine...The d...

2

Trading and Market Commentary: January 2013

http://exhedgefundtrader.blogspot.com/2013_01_01_archive.html

Trading and Market Commentary. Friday, January 4, 2013. Subscribe to: Posts (Atom). View my complete profile. Simple template. Template images by luoman.

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Trading and Market Commentary: June 2011

http://exhedgefundtrader.blogspot.com/2011_06_01_archive.html

Trading and Market Commentary. Wednesday, June 1, 2011. Ira Sohn Conference 2011. Erez Kalir, Sabretooth. Dinaker Singh, TPG-Axon Capital. Dinaker Singh recommended 3 stocks:. Jeff Aronson, Centerbridge. Bob Howard, head of KKR Equity Strategies Group. Howard liked 2 stocks:. Phil Falcone, Harbinger. Jim Chanos, Kynikos. 2010 wind installations were down 40% vs 2009, while at the same time competition is heating up with new Chinese entrants. Particularly, he likes shorting Vestas (VWS DC). Busine...The d...

4

Trading and Market Commentary: Crox Comps1

http://exhedgefundtrader.blogspot.com/2013/01/crox-comps1.html

Trading and Market Commentary. Friday, January 4, 2013. February 3, 2013 at 1:00 PM. CROX looks undervalued by my dcf analysis as well. The company has come a long way since its lows in 2008. Hard to imagine 10 mm in Revenues in 2004 and clocking over a 1 bb today. Subscribe to: Post Comments (Atom). View my complete profile. Simple template. Template images by luoman.

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Trading and Market Commentary: January 2011

http://exhedgefundtrader.blogspot.com/2011_01_01_archive.html

Trading and Market Commentary. Wednesday, January 19, 2011. Some Thoughts on Apple Stock AAPL. If you read this blog, then you have probably seen me allude to the fact that everyone should own Apple in their PA. There has been a bit of news on the stock in the past 2 days, and I thought it would be helpful to revisit the name. So, the question is, has AAPL peaked? So, the question is now, is the stock cheap? Does it discount the risk to losing Jobs? Finally their quarterly numbers were hampered by produc...

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Trading and Market Commentary

Trading and Market Commentary. Saturday, September 21, 2013. Friday, January 4, 2013. Sunday, October 14, 2012. Softbank Stock Looks Compelling. What would you say if I told you that you could buy Japan’s best wireless telecom carrier (growing at 8%), coupled with the Google of Japan, for only 3.3x EBITDA? This is the value proposition for Softbank today, ticker 9984 out of Tokyo, also with an ADR that trades under the ticker symbol SFTBY in the US. 17% in one day. To put some numbers around that, Softba...

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