tag:blogger.com,1999:blog-1742760178602874704.comments2022-03-27T18:31:10.395-07:00Kedar's Special Situation Investment IdeasKedarspecialsituationsinvestinghttp://www.blogger.com/profile/14458100958000357320noreply@blogger.comBlogger70125tag:blogger.com,1999:blog-1742760178602874704.post-26831087592847322292014-11-11T03:57:40.396-08:002014-11-11T03:57:40.396-08:00Hello Kedar,
Your analysis is good and waiting for...Hello Kedar,<br />Your analysis is good and waiting for your recent posts.Thanking you...<br /><a href="http://www.fundsindia.com" rel="nofollow">Small Investment Plans</a>Anonymoushttps://www.blogger.com/profile/17365809448603469195noreply@blogger.comtag:blogger.com,1999:blog-1742760178602874704.post-20644310721729012192014-10-27T20:39:24.489-07:002014-10-27T20:39:24.489-07:00This comment has been removed by a blog administrator.Addison pfhttps://www.blogger.com/profile/15253273961173354344noreply@blogger.comtag:blogger.com,1999:blog-1742760178602874704.post-34585253283659201422014-08-17T21:36:49.524-07:002014-08-17T21:36:49.524-07:00Hi Kedar,
Love your ideas and insightful analysis....Hi Kedar,<br />Love your ideas and insightful analysis. I've been following your blog for a while, but haven't seen recent posts. Hope you will get back to Posting soon!<br />RaviAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-1742760178602874704.post-15701719612543024272014-06-16T17:23:57.532-07:002014-06-16T17:23:57.532-07:00Ahh great. I run a small hedge fund on the side to...Ahh great. I run a small hedge fund on the side too in nyc. Are you from NYC? Thanks for reading.Kedarspecialsituationsinvestinghttps://www.blogger.com/profile/14458100958000357320noreply@blogger.comtag:blogger.com,1999:blog-1742760178602874704.post-3720208028268435652014-06-16T14:35:07.272-07:002014-06-16T14:35:07.272-07:00Hello, i wrote the original post. Yes, I'm a ...Hello, i wrote the original post. Yes, I'm a portfolio manager for HNW individuals and actively peruse the blogosphere for ideas. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1742760178602874704.post-62517977979188719712014-06-15T11:55:49.006-07:002014-06-15T11:55:49.006-07:00Difference between SWIR and CAMP is in their numbe...Difference between SWIR and CAMP is in their numbers among other things. You should look at that..also, i am a special sits guy, so i will usually never invest in something if there are no catalysts. CAMP has upcoming catalysts that will meaningfully impact the company, as oppose to SWIR. So you should focus on that. Also, there is a secular uptrend in telematics, logistics and whole M2M stuff in which firms like CAMP will hugely benefitKedarspecialsituationsinvestinghttps://www.blogger.com/profile/14458100958000357320noreply@blogger.comtag:blogger.com,1999:blog-1742760178602874704.post-58330494613655522272014-06-14T23:53:53.094-07:002014-06-14T23:53:53.094-07:00I can't access this article. I guess SA Pro ar...I can't access this article. I guess SA Pro articles become exclusive to subscribers after a certain amount of timeAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-1742760178602874704.post-77149900001050322032014-06-14T12:34:29.938-07:002014-06-14T12:34:29.938-07:00Thank you for the writeup. I am trying to get comf...Thank you for the writeup. I am trying to get comfortable with CAMP's moat and cyclicality. Do you think it is comparable to SWIR? They don't control the standards; they compete based the quality of products and services; and their revenues are not recurrent and largely fluctuates based on their product release cycles. I could be wrong in my understanding.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1742760178602874704.post-43164560700030909862014-06-13T14:30:56.886-07:002014-06-13T14:30:56.886-07:00thats a pretty interesting response! but keep it c...thats a pretty interesting response! but keep it coming. I will look at the firm you suggested when I have some more free time. Thanks a lot for writing to me - i really appreciate it.Kedarspecialsituationsinvestinghttps://www.blogger.com/profile/14458100958000357320noreply@blogger.comtag:blogger.com,1999:blog-1742760178602874704.post-17120853947161819582014-06-13T13:47:17.304-07:002014-06-13T13:47:17.304-07:00I usually invest between 2 - 5 times a month with ...I usually invest between 2 - 5 times a month with a 6 - 18 month timeline. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1742760178602874704.post-62466600908754320732014-06-13T13:45:28.462-07:002014-06-13T13:45:28.462-07:00You never answered my question - anyways, i will t...You never answered my question - anyways, i will take a look. <br /><br />If you are into spin's, then i just got out of TKR and keep an eye out of Agilent.<br /><br />Besides retail real estate seems to be in strong uptrend - question is, how long will it remain this way? Kedarspecialsituationsinvestinghttps://www.blogger.com/profile/14458100958000357320noreply@blogger.comtag:blogger.com,1999:blog-1742760178602874704.post-53404854547700454542014-06-13T13:42:49.303-07:002014-06-13T13:42:49.303-07:00What do you think about the recent spin-off from S...What do you think about the recent spin-off from SPG, Washington Prime Group? <br /><br />Looking at RTL (the U.S. Retail REIT Index ETF), retail real estate seems to be in a strong uptrend. WPG also seems undervalued with respect to its FFOx (8.33x) & NAV/Share ($26.65). Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1742760178602874704.post-21301019183970353442014-06-13T13:36:11.767-07:002014-06-13T13:36:11.767-07:00Do you actively invest? I use to post a lot, but n...Do you actively invest? I use to post a lot, but now i also run money for some folks - so I post when i can.Kedarspecialsituationsinvestinghttps://www.blogger.com/profile/14458100958000357320noreply@blogger.comtag:blogger.com,1999:blog-1742760178602874704.post-84087336555226776442014-06-13T13:34:10.856-07:002014-06-13T13:34:10.856-07:00Yeah, keep it coming. Yeah, keep it coming. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1742760178602874704.post-54558797899800921242014-06-12T06:28:10.535-07:002014-06-12T06:28:10.535-07:00Thanks. Appreciate your comments.
Thanks. Appreciate your comments.<br />Kedarspecialsituationsinvestinghttps://www.blogger.com/profile/14458100958000357320noreply@blogger.comtag:blogger.com,1999:blog-1742760178602874704.post-65194203292330646962014-06-11T23:32:05.724-07:002014-06-11T23:32:05.724-07:00Your analysis is straightforward and concise yet i...Your analysis is straightforward and concise yet insightful. Just stumbled across this blog - looking forward to reading more of your analysis. Thanks for sharing!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1742760178602874704.post-37165941392272762262014-04-30T14:10:23.263-07:002014-04-30T14:10:23.263-07:00Well, CAMP is my idea. I am invested in it, so I c...Well, CAMP is my idea. I am invested in it, so I can tell you all about it. SYMC, I have posted from Barrons. If you ask for my personal opinion, then from what analysis, I have done, its hard for me to believe that the company is worth more than $25 to $26 a share in the next 12 to 15 months. And i doubt it can be LBO'ed at current prices. Are you long SYMC?Kedarspecialsituationsinvestinghttps://www.blogger.com/profile/14458100958000357320noreply@blogger.comtag:blogger.com,1999:blog-1742760178602874704.post-16800797485754926762014-04-30T14:08:29.585-07:002014-04-30T14:08:29.585-07:00No worries atall. You are welcome.No worries atall. You are welcome.Kedarspecialsituationsinvestinghttps://www.blogger.com/profile/14458100958000357320noreply@blogger.comtag:blogger.com,1999:blog-1742760178602874704.post-91796732741318194222014-04-30T12:45:50.440-07:002014-04-30T12:45:50.440-07:00How do you arrive at your earnings estimate of $3....How do you arrive at your earnings estimate of $3.30 for SYMC, and $7.50 for AER?ForgetAlphanoreply@blogger.comtag:blogger.com,1999:blog-1742760178602874704.post-62702272598196180872014-04-30T03:09:10.553-07:002014-04-30T03:09:10.553-07:00Thanks for the article.
Informative and with clear...Thanks for the article.<br />Informative and with clear instructionInvestment in Stockshttp://www.investment-in-stocks.comnoreply@blogger.comtag:blogger.com,1999:blog-1742760178602874704.post-25485624481462795182014-02-20T12:57:30.559-08:002014-02-20T12:57:30.559-08:00This comment has been removed by a blog administrator.Anonymoushttps://www.blogger.com/profile/03660863310624180352noreply@blogger.comtag:blogger.com,1999:blog-1742760178602874704.post-61051340896092866892014-02-15T07:26:36.499-08:002014-02-15T07:26:36.499-08:00This comment has been removed by a blog administrator.Anonymoushttps://www.blogger.com/profile/14318354861742749367noreply@blogger.comtag:blogger.com,1999:blog-1742760178602874704.post-76824107796579914682014-02-07T08:55:27.558-08:002014-02-07T08:55:27.558-08:00year might not be the year to bet on risky stocks ...year might not be the year to bet on risky stocks that have done well in the past just because there was ample liquidity created by the federal reserve. I would say, in general,<br /><br /><br /><a href="http://www.bidnessetc.com/" rel="nofollow">Stock Market</a> <br /><br />Anonymoushttps://www.blogger.com/profile/01062433929857400800noreply@blogger.comtag:blogger.com,1999:blog-1742760178602874704.post-73209432791121792172014-01-18T07:16:15.604-08:002014-01-18T07:16:15.604-08:00Thanks a lot. I took a look at them. They look fin...Thanks a lot. I took a look at them. They look fine. I usually try not to comment unless I have really looked at the stocks in depth. I gotta admit, your Taro idea looks pretty good.Kedarspecialsituationsinvestinghttps://www.blogger.com/profile/14458100958000357320noreply@blogger.comtag:blogger.com,1999:blog-1742760178602874704.post-51653690026349952392014-01-18T05:48:19.923-08:002014-01-18T05:48:19.923-08:00Hi,
I have tracked your special situations blog....Hi, <br /><br />I have tracked your special situations blog. What is your take on these 2 special situations ? Would be interested in hearing your thoughts<br /><br />http://stks.co/i0A4j<br /><br />http://stks.co/j049N<br /><br />Thanks<br />RIStocks DDhttps://www.blogger.com/profile/12288966234260002690noreply@blogger.com