Disclosure: We are short shares of FIRE.
We believe that shares of Sourcefire, Inc. (FIRE) are highly overvalued.
Our full report is available here.
Note that ...
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INVESTMENTS
Our Investments Blog typically profiles investments
that we have made and explains our investment rationales.
Latest Post
Sourcefire, Inc. (FIRE)
FIRE: Short-Lived Upsell Opportunity has Concealed Decelerating Growth, Slowing Customer Adds, and the Market’s Shift Away from IPS
April 29th, 2013
COMMENTARY
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