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Envoy Global is focused on identifying attractive investments in companies that are undergoing financial turnarounds and corporate restructurings.
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Recent Ideas

Paulson is Bullish on US Real Estate: What Does He See?

Originally Posted on May 19, 2010

Famed hedge fund speculator, John Paulson, is now bullish on US residential real estate. Is there a rational explanation for this bullishness or is it merely another irrational myth that could gain traction?

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Globalscape (GSB): Excellent Results, New Cloud Hype

Originally Posted on May 13, 2010

GSB is now getting into cloud services. This should give the company more visibility with investors, if the strong financials alone aren’t enough to attract investor interest.

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INAP: Strong Profits and Good Growth Prospects

Originally Posted on May 7, 2010

INAP continues to deliver with much improved profits and a strong strategy for future growth via a solid data center expansion plan.

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Country Risk: Wall Street’s New Myth

Originally Posted on May 7, 2010

Wall Street’s current mythical creation: Country Risk.

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VG: Continued Debt Repayment Will Reward Shareholders

Originally Posted on May 6, 2010

There were many positives in VG’s earnings announcement yesterday, but the one that I think is the most exciting for investors is the company’s $23 million debt prepayment.

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A Socially Important Casino?

Originally Posted on May 2, 2010

So after nearly five years, my Casino Capitalism thesis finally has been vindicated by none other than Lloyd Blankfein.

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INAP Earnings Preview

Originally Posted on April 29, 2010

INAP’s comparisons year-over-year for at least the first two quarters in 2010 should be favorable, and may provide renewed momentum for the stock.

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CALC: Update

Originally Posted on April 26, 2010

Tomorrow CALC is getting delisted, but this could create a tremendous buying opportunity in the stock.

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