Socket Mobile(SCKT) analysis

March 29, 2016 jil@feynmanresearch.com 0

Summary: -With the recent blow-out quarter, Socket Mobile’s stock price has ran up. However, on a valuation perspective, the company is still cheap. -Topline growth is hidden by a declining […]

The microcap frontline: An informational edge

March 14, 2016 jil@feynmanresearch.com 0

Summary: -Building an informational edge can help an analyst/allocator generate alpha. -What makes your research process unique and original? -Strive to do things differently than the masses. Full write-up can […]

Transocean( RIG) analysis

March 14, 2016 jil@feynmanresearch.com 0

Summary: -Transocean’s equity is cheap on a TTM basis, but expensive when looking forward. -In 2016, 41% of their fleet will have contract run-offs. Given industry circumstances, new notable contracts […]

County Bank Corp(CBNC) analysis

March 1, 2016 jil@feynmanresearch.com 0

Summary: -County Bank Corp recently announced a merger with another local community bank. If it goes through, assets will almost double. -Local community banks are disregarded by the street. Furthermore, […]