Amvona

Shares of World Wrestling Entertainment (WWE) fairly priced between $8.25 and $11.88.


On March 17th, 2014 Amvona published Lemelson Capital Managements investment thesis "The Short Case for World Wrestling Entertainment".


The shares have lost approximately 26% of their value in the 16 trading days since publication. On April 7th, 2014 ValueWalk published "Amvona Short Call Sends WWE Tumbling" stating:

Published in Finding Alpha

graph imageOn January 5th, 2012 Amvona published the article American Greetings Corp. and the Triple “W”.  The thesis was comprised of two primary components:

 

a) The value and impact of the stock repurchases the company had made and would be making.
b) An appraisal of the real value of the company’s tangible assets.

 

The following is the price performance one year later of the two purchase made in the shares at the time.

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

On July 25th, 2012 Western Digital Corp. (WDC) announced their FY2012 results - and beat consensus EPS estimates of $2.47.  In after hours trading on July 24th as well as today, the shares moved up slightly, so it seemed like a good time to take a look back at some of the Amvona analysis of the company.

 

chart

Published in Finding Alpha

Update: How we made investors Money on Cisco

Monday, 20 February 2012 15:00
 
lemmings
 
On February 12th, 2011 we published our first article on Cisco Systems entitled "How we lost investors money on Cisco". The title was intended to be a pun for the readers (we weren't selling at a loss), as we quickly pointed out in the article..."We have no intentions of selling; on Monday we'll be buying for their accounts." The stock closed at $18.70 the day before the article was published.

We went on to make impressive sounding arguments about sociology like this artifice:

Published in Finding Alpha

arrogance_2We were going to title this article “We’re so smart”, but we thought that there was at least a small possibility that readers would fail to appreciate the depth of our humility if we did that, so we went with the second most obvious title we could think of.  Besides after SeekingAlpha’s editors picked up our article “Houston, we've got a problem - Bevilacqua” a few weeks ago and exposed it to their 50 million visitors a month by featuring it on “Market Currents”, then selecting it as an “editors pick” once we did finally submit it to on our own, we began to think that our humility may actually not be as secure as we once thought.  

Published in Finding Alpha
food-inflationExactly one year ago, on September 28th, 2010 we purchased shares of Sanderson Farms for investors. Two days later we published our opinion on Amvona in our article "Can you say 'Chicken Feet' in Russian? The case of SAFM and PPC". Three days later SeekingAlpha published the article Here.
 
On Oct. 8th, 2010 when the price moved down to $39.10 per share, we more than doubled those positions.

 

We thought we would take a look back at the thesis in that article, now that the period for short term capital gains tax has passed and examine how the issues performed against one another, but also against the benchmark S & P 500 (Alpha).

Published in Finding Alpha

stock_marketOn August 11th, 2010 we acquired shares of Western Digital Corp. for others accounts at $24.15 a share in the midst of tremendous pessimism about the storage industry.  On September 17th, 2010 we outlined a few simple views that brought about this decision and published our article “640K ought to be enough for anybody…” WDC vs. STX (we used prices as of Sept. 10th, 2010 for the purposes of the article, although the shares were actually purchased on August 11th, as noted in the article itself in reference to “early August”).  On October 1st, 2010 Seekingalpha also published the article here.

Published in Finding Alpha

We have seen and been part of a miracle

Friday, 23 April 2010 00:02

Amvona logo final 4Amvona Store: August 1999 - April 2010

 

  • - Initial capital: $300
  • - 1999-2003:  One employee -  (mostly) in a dorm room
  • - 1999-2005:  Growth completely self-financed - zero debt.
  • - 1999-2006:  Compound Annual Growth Rate ~120%
  • - 1999-2010:  Shipped over 1 mil products to ~ 300k customers worldwide.
  • - April  2010:  Precisely zero bank debt on our balance sheet.

 

We have seen and been part of a miracle.
 
G.M. Lemelson
Founder and CEO
Now the Amvona Blog...

 

Published in Updates

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