Ditech Networks (DITC) Presents a Compelling Risk/Reward

Posted on June 18, 2009
Filed Under Ditech Networks (DITC) | 6 Comments

We believe that the current negative enterprise valuation of DITC does not reflect several improvements that could surface at the company over the next 12 to 24 months both in the core legacy business and in various new initiatives.

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NaviSite (NAVI) Offers an Interesting Investment Opportunity

Posted on June 7, 2009
Filed Under Value Investment Ideas | 6 Comments

With the acquisition of FTGX, we’ve focused our attention on NaviSite (NAVI), another hosting company that we think offers an attractive investment opportunity at currently depressed prices.

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