Einhorn’s New Stakes and Exits in Q1
David Einhorn’s Greenlight Capital (GLRE) initiated a new stake in Teekay LNG Partners (TGP) during the first quarter of 2019.
Company & Industry Overviews
The Rise of Amazon’s Cloud Business
AWS accounted for 11.5% of Amazon’s overall revenues in the second quarter, up from 10.8% a year ago.
Point72 Asset Management lowers its position in Shutterfly
Shutterfly generates the majority of its revenues from professionally bound photo books, greeting cards, personalized calendars, and other photo-based merchandise.
Point72 Asset Management lowers position in Clearwater Paper
Clearwater Paper Corporation is a leading North American producer of private label tissue and paperboard products.
Point72 increases its position in Walter Investment Management
Walter Investment Management is a fee-based services provider to the residential mortgage industry.
Point72 Asset Management adds to its position in Crocs Inc.
Veteran footwear and apparel industry executive Gregg Ribatt will join Crocs as CEO in late January 2015.
Point72 raises its position in Silicon Motion Technology
Silicon Motion Technology is a fabless semiconductor company that designs, develops, and markets high performance, low-power semiconductor solutions.
Must-know relative value and analysis of e-commerce companies
CafePress said in its annual report that the market for customized products and services is large, fragmented, and intensely competitive.
Why is CafePress stock trading at a fraction of company revenue?
Today, PRSS is mostly a domestic business with only 15% of the business overseas, mostly in Europe.
Why CafePress is a leading and undervalued e-commerce platform
CafePress offers a critical mass of revenues, leading technology, a proprietary library of content, and undervalued and forgotten equity value.