Published: November 01, 2012
Since earlier this year, Westport has secured strong growth and new opportunities in all areas of its business; however, heightened uncertainty in the economy and delayed availability of liquefied natural gas (LNG) infrastructure has OEM customers sharply reducing inventory and end customers dela...
Published: September 18, 2012
Westport Innovation’s current valuation has diverged significantly from its intrinsic valuation based on both current and forward business fundamentals and metrics. With the market ascribing tremendous value to the Heavy Duty segment as if the growth in this segment and associated revenue capture...
Published: September 11, 2012
Member: Ryan Morris
Title: Portfolio Manager
Firm: Meson Capital Partners
Focus: Deep Value
Location: Los Angeles, CA
Undergrad: Cornell University
Post Grad: Cornell University
Notable Stock Expertise: FMD, PNCL, INFU, ATPG, ZAGG
(part two of the continued interview with Ryan Morris)
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Published: September 11, 2012
Member: Ben Axler
Title: Managing Partner/Founder
Firm: Spruce Point Capital Management
Focus: Cash-rich value equities and special-situations
Location: New York, NY
Undergrad: Rutgers College
Post Grad: Yale University
Recent Ideas: STVI.OB (long), DLGC (short), CIS (short)
<strong>Bri...