Top Ideas


Walter Could Still be Ocwen Déjà Vu

I could have titled this “Can Walter Investment Regain its Footing?” But why mess around with platitudes and innuendo? I think that there is a fair chance of the stock doubling or even tripling from here which is why I am writing about it.  Of course, it could also halve or go to zero on…


GAIA: Under-The-Radar Hyper-Growth 5-Bagger

  Bottom-Line: Gaia has a $6 stock; The company has net cash of $4 per share, owns an unencumbered office building with a market value of $1.35-$1.65 per share and a video-streaming business growing subscribers at 50%-80% per annum. CEO Jirka Rysavy, a serial entrepreneur and the largest GAIA stock holder, has a proven track record…


Ocwen Revived: Where Do We Go From Here?

On June 17, 2016, I had posted on Oozing Alpha Has Ocwen Stock Been Sufficiently De-Risked? Since that post: The company reported significantly improved Q2 results on July 27. During Q2 earnings call, it announced that it is negotiating with California regulator (CA DBO) and has set aside a $15 million reserve for a potential settlement,…


Einhorn’s Case for Sticking with CONSOL

I just got done reading Greenlight’s Q3-2015 Investor Letter.  The fund was down 17% YTD as of the end of Q3 so David Einhorn had a bit of explaining to do and he did.  Three holdings have performed “abysmally” for Greenlight: SunEdison (SUNE), CONSOL Energy (CNX) and Micron (MU).  The letter provides a detailed update…

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