Welcome to Envoy Global
Envoy Global is focused on identifying attractive investments in companies that are undergoing financial turnarounds
and corporate restructurings.
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Recent Ideas
Real Goods Solar (RSOL)
Originally Posted on March 11, 2010
Real Goods Solar (RSOL) looks like an interesting way to play the solar investment theme.
>>Read MoreThe Folly of Earnings Analysis?
Originally Posted on March 11, 2010
As this earnings season wraps up, one important lesson I’ve been reminded of is that it is sheer folly to analyze earnings reports and attempt to predict the Market’s reaction to the numbers.
>>Read MoreTZOO: TravelZoo - Divestiture Sets Up Investment Opportunity
Originally Posted on January 28, 2010
With the company’s divestiture of its money-losing Asian operations late last year, and the strong growth in subscribers in the remaining US and Europe operations, TZOO’s bottom-line could see a surge in 2010
>>Read MoreOSTE: Osteotech Shares Could Benefit from Improving Results and Shareholder Activism
Originally Posted on January 25, 2010
If new product revenues continue to accelerate and management comes under pressure from activist investors, OSTE shares could rise nicely this year as speculation concerning an M&A transaction gains traction.
>>Read MoreThe Economics of Nihilism
Originally Posted on January 8, 2010
I’m not sure what to make of certain price movements in worthless securities, other than to call attention to a new principle, I call, the economics of nihilism.
>>Read MoreThe US Financial Shell Game, Where Will It End
Originally Posted on January 6, 2010
Today, I received a letter in the mail that told me that my home mortgage loan was sold to Fannie Mae. Just last month, I received a letter that my loan was sold to Bank of America.
>>Read MoreSurprise, Surprise: PTEC Decides to Focus on the BIOS Business
Originally Posted on January 6, 2010
Yesterday, PTEC announced strategic alternatives for the foolish investments made during the last two years, and intends to focus its business strategy on the core systems software (BIOS) markets in which Phoenix has a long-established leadership position.
>>Read MoreMore on the Health Insurance Misnomer Topic
Originally Posted on January 2, 2010
I was thrilled to find healthcare insurance post from esteemed economist L. Randall Wray, that agrees with my prior thesis that healthcare insurance is really a misnomer.
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Quick Links
- Merge Healthcare (MRGE)
- Incredimail (MAIL)
- NaviSite (NAVI)
- AutoBytel (ABTL)
- Ditech Networks (DITC)
- Concurrent Computer Corp(CCUR)
- Graham (GHM)
- Rosetta Resources (ROSE)
- VocalTec (VOCL)
- Vonage (VG)
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