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    1. Advanced Micro Devices' Biggest Catalyst For 2014 Is The 'Little' Chip


      Mon, 7 Apr 2014

      architecture, codenamed Beema and Mullins, aimed at mobile solutions. The combination of these two events will represent a larger TAM than other near term impending product launches or developments. As proof, consider the PC market which is roughly ~80M units

    2. John B Sanfilippo & Son: Compelling Risk Reward And Attractive Free Cash Flow


      Sat, 5 Apr 2014

      By Gordon Tam : Deeply-discounted Volaris ( VLRS ) with the 8.7x forward P/E multiple has already been a great value for me. Today, I

    3. Is Morgan Stanley's Veeva Upgrade A Belated April Fools Prank?


      Wed, 2 Apr 2014

      VEEV ) need to seek financial therapy for their TAM Denial Syndrome. A few months ago, we pointed out ..... MS ) upgraded Veeva to overweight based on a " TAM expansion" thesis. YES, A TAM EXPANSION THESIS! Here is how it reads: "Veeva

    4. Volaris: ULCC Can Rely On Non-Ticket Sales To Make A Fortune


      Sat, 29 Mar 2014

      By Gordon Tam : No doubt that 2013 was a tough year for Volaris ( VLRS ). The share price got halved in the past year. Nevertheless, this

    5. Castlight: Overstated TAM And Existential Concerns


      Thu, 27 Mar 2014

      loss. This is not a typo, CSLT is actually trading at over 150x revenue. The company claims a $5B TAM but after closer inspection the actual TAM drops to $750M. CSLT has a flawed business model and is facing significant competition for this market

    6. Spansion: From Commodity To A Technology Company


      Wed, 26 Mar 2014

      most shareholder friendly acts after the company's emergence from bankruptcy. The company is defying seasonal weakness in Flash, increasing its TAM (Total Addressable Market), moving ahead of its initial integration plans Complete Story »

    7. CH Robinson: Invest In The Largest Domestic Truck Broker


      Mon, 24 Mar 2014

      By Gordon Tam : Sometimes even great companies will be out of favor. This time I am talking about CH Robinson ( CHRW ), which has a wide competitive

    8. Technip Is A More Of A Solid, Long-Term Investment Than McDermott International


      Sun, 23 Mar 2014

      By Gordon Tam : Barrons recommended buying McDermott International ( MDR ), but I would rather invest in a much stronger leader in the same

    9. American Eagle Outfitters: A Bargain With Or Without A Buyout


      Thu, 13 Mar 2014

      By Gordon Tam : At first glance, American Eagle Outfitters ( AEO ) is a stock to avoid. However, if we look through the near-term volatile

    10. Veeva: Irrefutable Proof Of TAM Overstatements, CRM Seat Saturation, Drastic Growth Deceleration, And Highly Dubious Sell-Side Coverage


      Thu, 13 Mar 2014

      By Suhail Capital : " Vi Veri Veniversum Vivus Vici " Veeva: Irrefutable Proof of TAM Overstatements, Pharma Rep Seat Saturation, Drastic Growth Deceleration, Opaque Disclosures, Nose Bleed Relative Valuation

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