Notes

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Research report on Financial Engines

Today we published a research report on Financial Engines. It suggests that the company is in a strong position to take advantage of several trends that are actively reshaping the financial landscape. Based on an intrinsic valuation model, the shares still appear reasonably valued. Due to strong economies of scale the company management team can…

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The Film Department Initial Impressions

Basics: This is positioned as a new-age film production company that aims to become one of the handful of independent producers in the US. The presentation understandably includes lots of video and entertainment content including a video testimonial form Gerard Butler (he thinks it’s a good investment! ;-). The Film Department is based on the…

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Nexsan Technologies Pre-IPO View

The presentation and the story for Nexsan (NASDAQ: NXSN) was a little better than we expected. Although the storage market seems quite crowded given the likes of EMC, HP, NetApp dominating, the company makes a credible case for a smaller, totally channel-focused player in the space. We hope to delve deeper and produce a full…

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The IPO market is back!

After a one or two year hiatus, a robust IPO market is back in action. The supply of new issues has been limited for some time now and there is some pent up demand from investors for new names.  This provides a better foundation for a robust IPO market. The success of concept IPO A123…

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