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4SAFEt Stock Analysis

Interpreting the Short Case for $CAVM

November 2, 2016November 4, 2016 Sundeep Bajikar

$CAVM traded down ~5% the day after the company reported a 3Q16 beat both on earnings and 4Q16 guidance. The chart below suggests short interest

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4SAFEt Stock Analysis

Elevated Short Interest in $CAVM

June 22, 2016August 31, 2016 Sundeep Bajikar

The chart shows that short interest (number of shares sold short as a % of float) in CAVM started increasing in late-2015, and remained elevated

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4SAFEt Stock Analysis

$CAVM: Understanding the QLGC Acquisition

June 16, 2016August 31, 2016 Sundeep Bajikar

I had started to think of CAVM as a value stock (see prior article here), but with the QLGC acquisition announced, there are a few

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4SAFEt Stock Analysis

$CAVM – Value in Fallen Growth Stock?

May 27, 2016August 31, 2016 Sundeep Bajikar

The average investor is unlikely to view CAVM as a value stock, at least at current levels. It certainly could be a value stock in

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Equity Research for the Technology Investor - Value Investing in Technology Stocks

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