Amvona

On November 5, 2015 Rev. Fr. Emmanuel Lemelson appeared on Fox Business News discussing amongst other topics a short call in shares of NetFlix (NASDAQ: NFLX).

On November 24th, 2015 Lemelson Capital significantly increased the size of its short stake in shares NFLX – the aggregate short price ended at $122.81. The shares closed on Friday, February 5th at $82.79 a decline in value / return of 32.6% in just over two months.

Published in Finding Alpha

bz logoOn December 9, 2015 Rev. Father Emmanuel Lemelson, Founder and President of the Lantern Foundation and Chief Investment Officer of Lemelson Capital, was invited onto Benzinga's Pre-Market Prep show to discuss a recent profile in the Wall Street Journal, Donald Trump, ISIS and the price of Oil.  Interview also includes commentary on Geospace Technologies (NASDAQ: GEOS) and Skechers (NYSE: SKX).

Published in Finding Alpha

On November 6, 2015 Rev. Father Emmanuel Lemelson, Founder and President of the Lantern Foundation and Chief Investment Officer of Lemelson Capital, was invited onto Benzinga's Pre-Market Prep show to discuss a recent profile of him in the Wall Street Journal. 

Published in Finding Alpha

On October 30, 2015 Rev. Father Emmanuel Lemelson, Founder and President of the Lantern Foundation and Chief Investment Officer of Lemelson Capital, was invited onto Benzinga's Pre-Market Prep show to discuss how he selects securities, his educational background and much more. 

Published in Finding Alpha

Skechers (NYSE: SKX) shares plunge 35% after hours - ~43% since negative LCM comments on Benzinga August 12, 2015Lemelson Capital Management Logo resized to 220 px

Published in Finding Alpha

On September 25, 2015 Rev. Father Emmanuel Lemelson, Founder and President of the Lantern Foundation and Chief Investment Officer of Lemelson Capital, was invited onto Benzinga's Pre-Market Prep show to discuss Pope Francis position on American capitalism, individual securities, and industry sectors such as Biotech.

Published in Finding Alpha

On August 12, 2015 Rev. Father Emmanuel Lemelson, Founder and President of the Lantern Foundation and Chief Investment Officer of Lemelson Capital, was invited onto Benzinga's Pre-Market Prep show to discuss the Greek debt crisis, individual securities, and the markets outlook.

Published in Finding Alpha

Also featured in Barron's here.

bz logoOn June 5, 2015, Rev. Father Emmanuel Lemelson, Founder and President of The Lantern Foundationand Chief Investment Officer of Lemelson Capital Management, appeared on Benzinga's Pre-Market Prep show to discuss The Greek Debt Crisis, Apple (NASDAQ: AAPL), Geospace Technologies (NASDAQ: GEOS), new short positions in shares of Skechers (NASDAQ: SKX) and Ligand Pharmaceuticals (NASDAQ: LGND), and other positions held by Lemelson Capital's top-performing Amvona Fund.

 

 

Published in Finding Alpha

skechers shoeOn November 29th, 2011 Amvona published the article “Why we’re still buying Skechers stock”.  The article indicated that shares in the company had been purchased for investor accounts between $11.86 and $12.77 per share.

Here were a few of the reasons for the purchase outlined at the time:

Published in Finding Alpha

Why we’re still buying Skechers stock

Tuesday, 29 November 2011 13:47
gorun_3On December 22nd, 2010 we published our article “SKX and the markets strange reaction to Sterne Agee”.

In summary we indicated that readers should buy shares of SKX at $16.   At the close of market Friday November 25th, 2011, the shares could be acquired for a mere $12.18 – a decline of some 23.9%.

We were wrong on how the market would price the shares.  However, we do not believe we were wrong regarding the value of the company, despite the markets pricing – so we purchased more shares for investors between $11.86 - $12.77 per share.
Published in Finding Alpha
Page 1 of 2

© 2016 Amvona. All rights reserved. visit www.lemelsoncapital.com

Top Desktop version