September 28, 2010
The Knot (NASDAQ – KNOT $8.76) had their analyst day in NYC today. (For some reason the event is not being webcast.) It’s a name that I only recently started looking at, but in the last year we’ve been very attracted to Internet-based businesses that focus on meaningful niche markets, like Ancestry.com, or streamline traditional [...]
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July 29, 2010
We published a Motorola positioning document and company analysis back in February (available here) that outlined how Motorola might establish some improved momentum and gain a better multiple in the market to drive the stock towards $20. Even absent a bold strategy, the valuation of the company post-split is likely to be in the $11-12 [...]
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