tag:blogger.com,1999:blog-9008707982090470413.post8785542829943516557..comments2024-02-19T18:05:26.513-08:00Comments on Stock analysis and other stuff: Globo (GBO) ... wake up and smell the houmousMatthew Earlhttp://www.blogger.com/profile/10684772444875206973noreply@blogger.comBlogger15125tag:blogger.com,1999:blog-9008707982090470413.post-16402703518985202302020-07-16T22:15:50.716-07:002020-07-16T22:15:50.716-07:00Hello! This is my first visit to your blog! We are...Hello! This is my first visit to your blog! We are a team of volunteers and starting a new initiative in a community in the same niche. Your blog provided us useful information to work on. You have done an outstanding job.<br /><a href="https://www.apptivo.com/solutions/project-management/?utm_source=SEO&utm_medium=backlinks&utm_term=2020" rel="nofollow"> Project Management Apps</a><br />saivenkathttps://www.blogger.com/profile/07265662654934474648noreply@blogger.comtag:blogger.com,1999:blog-9008707982090470413.post-43136271547578105522013-10-29T08:57:32.367-07:002013-10-29T08:57:32.367-07:00If you can. Please demonstrate how you arrive at t...If you can. Please demonstrate how you arrive at this figure. <br /><br />MattMatthew Earlhttps://www.blogger.com/profile/10684772444875206973noreply@blogger.comtag:blogger.com,1999:blog-9008707982090470413.post-43791299991424667972013-10-29T00:36:50.264-07:002013-10-29T00:36:50.264-07:00Aruba is loss making despite being in business for...Aruba is loss making despite being in business for 13 years,is growing at only 14% per annum and is on a p/e of 27.<br />Globo is profitable,is growing at faster than 50% and is on a p/e of 7.<br />That tells me Globo is extremely undervalued.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-9008707982090470413.post-57883325842313680612013-10-29T00:31:45.913-07:002013-10-29T00:31:45.913-07:00You omit that Aruba has raised $620 million in equ...You omit that Aruba has raised $620 million in equity,ten times more than GloboAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-9008707982090470413.post-29350117262698637692013-10-29T00:29:56.264-07:002013-10-29T00:29:56.264-07:00You forget to mention how much cash Aruba has rais...You forget to mention how much cash Aruba has raised $620 million in equity versus Globo's $59 before the last placing.<br />Some ten times more.<br />Rather an important point.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-9008707982090470413.post-54248964811158859312013-10-28T15:17:18.549-07:002013-10-28T15:17:18.549-07:00Judging by today's volume, it appears more lik...Judging by today's volume, it appears more likely a few decent sized holders selling out than "a concerted shorting campaign."<br /><br />Either way, I would not presume it is at an end.<br /><br />MattMatthew Earlhttps://www.blogger.com/profile/10684772444875206973noreply@blogger.comtag:blogger.com,1999:blog-9008707982090470413.post-7489810846492569772013-10-28T15:14:21.477-07:002013-10-28T15:14:21.477-07:00Why will I find that?
MattWhy will I find that?<br /><br />MattMatthew Earlhttps://www.blogger.com/profile/10684772444875206973noreply@blogger.comtag:blogger.com,1999:blog-9008707982090470413.post-50216100666799425052013-10-28T15:13:57.274-07:002013-10-28T15:13:57.274-07:00Do you ever wonder why they are on "the bent ...Do you ever wonder why they are on "the bent London market" in the first place?<br /><br />MattMatthew Earlhttps://www.blogger.com/profile/10684772444875206973noreply@blogger.comtag:blogger.com,1999:blog-9008707982090470413.post-62340652581104306552013-10-28T15:10:55.723-07:002013-10-28T15:10:55.723-07:00I think you will find the three main competitors A...I think you will find the three main competitors Airwatch LLC, MobileIron Inc. and Good Technology are in private equity hands although,the latter is expected to become public.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-9008707982090470413.post-4138585990555749282013-10-28T15:07:42.805-07:002013-10-28T15:07:42.805-07:00Aruba also happens to be listed on the Nasdaq and ...Aruba also happens to be listed on the Nasdaq and I am sure that Globo's rating would be much higher if and when they do the right thing and move away from the bent London market.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-9008707982090470413.post-58808969858235069202013-10-28T14:50:56.624-07:002013-10-28T14:50:56.624-07:00Yes it has been at the end of a concerted shorting...Yes it has been at the end of a concerted shorting campaign.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-9008707982090470413.post-41474761054605719322013-10-28T14:24:00.380-07:002013-10-28T14:24:00.380-07:00Globo: "Globo is an international leader and ...Globo: "Globo is an international leader and technology innovator delivering multi-platform Enterprise Mobility Management and Telecom software solutions."<br /><br />Aruba: "Aruba Networks, Inc. is a leading global provider of enterprise mobility solutions. We develop, market and sell products and services designed to solve our customers' secure mobility requirements through our MOVE architecture, which unifies the network infrastructure, access management an mobility applications into one integrated system that offers strong security and a simplified approach to BYOD initiatives."<br /><br />I suggest you visit the Aruba website for more info: http://www.arubanetworks.com/<br /><br />They're actually more alike than you think, apart from that Aruba generates cash, buys back stock, has low receivables relative to sales, doesn't employ aggressive accounting and is rewarded for these facts by a 27x P/E rating as compared to Globo trading on a P/E of 7x. This latter point should definitely tell you something.<br /><br />MattMatthew Earlhttps://www.blogger.com/profile/10684772444875206973noreply@blogger.comtag:blogger.com,1999:blog-9008707982090470413.post-83082846673946128492013-10-28T13:11:07.586-07:002013-10-28T13:11:07.586-07:00Aruba is in a completely different business.they s...Aruba is in a completely different business.they sell Wireless Lans and other hardware.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-9008707982090470413.post-60727875094845767052013-10-28T06:54:17.563-07:002013-10-28T06:54:17.563-07:00One thing that would address a lot of the confusio...One thing that would address a lot of the confusion would be a statement of the payment terms extended to their key customers. The rather large debtors could then be judged based on what the reader can see it should have been.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-9008707982090470413.post-79089104389804922352013-10-28T04:54:57.634-07:002013-10-28T04:54:57.634-07:00Good luck with your short, there is no right or wr...Good luck with your short, there is no right or wrong answer just a view and the market tape is the one that decides. Shorters make sure you take your profits when they present themselves as the longs should have over the years. Suspect we will see plenty of movement but still expect be will be higher than we are now in 12 monthsAnonymousnoreply@blogger.com