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Ashish Sharma

Editor's Choice

  • Groupon: Don’t Overlook the Underlying Fundamentals at Work

    By Ashish Sharma - August 22, 2012 | Tickers: FB, GOOG, GRPN | Editor's Choice

    Groupon (NASDAQ: GRPN) stock prices have declined around 30% after its earnings release. Although the revenue showed a robust YoY growth of 45%, the revenues of $568 million were ~$5 million short of street expectations. We believe that the top-line miss was the main reason for the drop as investors failed to see the underlying fundamentals in work for Groupon. As we remain confident on Groupon’s business model with more »

  • Sellers Beware: GMCR is Now a Value Buy, Even by Einhorn’s Standards

    By Ashish Sharma - May 9, 2012 | Tickers: DNKN, GMCR, KRFT, PEET, SBUX | Editor's Choice

    Green Mountain Coffee Roaster’s (NASDAQ: GMCR) stock recently got roasted after the company missed earnings expectation and management talked about a slowdown in growth. The stock is in a downward trend ever since David Einhorn made his famous bearish presentation on GMCR at the Value Investing Conference in October last year. The presentation cited lofty expectations the market was building in for GMCR and its significant premium versus consumer more »

  • Investing In Exxon: Who Should You Follow? Buffett Or Boone Pickens

    By Ashish Sharma - April 25, 2012 | Tickers: BP, CVX, COP, XOM, RDS-A | Editor's Choice

    ExxonMobil (NYSE: XOM) is attracting a lot of investor attention off late. There is a fierce debate going between bulls and bears and the main bone of contention is the outlook for natural gas prices. Exxon has above average leverage to natural gas among major oil companies and natural gas prices can have a significant bearing on the company’s prospects. The following pie charts show Exxon’s exposure to more »