Company updates, market commentary, case studies and other topics we consider worth discussing

Five Below, Inc. (FIVE) Part 2

The Many Parallels Between FIVE and Other Overhyped Emerging Retailers that Have Disappo...

Five Below, Inc. (FIVE)

50x P/E Too Rich for Xmas-Driven Retailer

BofI Holding (BOFI) Update

After H&R Block Transaction, Still Overpriced at Almost 4x Book Value

Plug Power Inc. (PLUG)

Niche Products, Poor Fundamentals, and a Best Case DCF Value of $2-$2.50/Share

Unilife (UNIS)

CFO Resignation And Usurious Financing Imply Substantial Downside

ServiceNow (NOW)

Widespread Mistakes in Analyst Share Counts Fuel Overvaluation

ServiceNow – May 2 Update

EZchip – March 24 Update

Mellanox: January 24 Update

GGP: A Case Study in Internet Activism