Here’s Ray Dalio speaking at the Council on Foreign Relations. As usual, a must-watch:
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A reader emailed me his investment thesis for Ituran (NASDAQ: ITRN). It is quite interesting, so (with his permission) I am sharing it here. If you have an investment thesis that you would like featured on this site, send it to me here.
Frank’s Disclosure: No Position. Author’s disclosure below. *** Ituran: Securing Vehicles and Profits, with a Considerable Free Growth Option Ituran (ITRN) is a leading company in its field, providing tracking and advanced protection services for . . . A reader emailed me a write-up on Perion Networks Ltd (NASDAQ: PERI), which I have reproduced in full below. As always, if you have an investment idea that you would like featured on this site, email me here. Leave your thoughts on PERI in the comments below.
Author Disclosure: I (Frank) did not write the following, and have no position in PERI. *** OVERVIEW Trading at only 3.7x 2012E EBITDA and 5.8x 2012E Net Income, Perion Network (“PERI”) . . . A quick update on Edgewater Technology (NASDAQ: EDGW) from the author of the original analysis found here. Note that EDGW is up 26.11% since that was published (exactly six months ago today). Leave your thoughts on EDGW below.
Frank’s Disclosure: No position.
******* Last week EDGW announced the sale of one of its “modules” to Microsoft. This module will now be built into to MSFT’s offering instead of EDGW having to sell it itself as an add-on . . . Last month I posted Hugh Hendry’s latest investor letter. Hendry is known for his macro insight, and deservedly so, but there was something in there that I thought was useful to micro investors: [C]orporate Japan, along with much of the rest of Asia, is guilty of paying too many redundant quasi-state employees anything at all. It is a ruinous policy, symptomatic of a failure ot face tough decisions, and it is slowly but surely eliminating all of the residual . . . |
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