Monday , 30 March 2015
Purpose Built For Main Street Investors
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Recent Posts

Making Money By Betting Against Books

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by Jeff Himelson and Mark Gomes Late in February, we took a deep dive into Barnes & Noble (BKS) and provided Pipeline Newsletter readers with our outlook. We analyzed the three main segments of BKS: retail, Nook, and college. It came as no surprise that retail sales continue to decline in the wake of the transition to digital. In an ... Read More »

A Feather in our Red Hat (RHT)

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by Scott Murray with Mark Gomes On March 25th, we pushed out an article to Pipeline subscribers, saying we expected good news from Red Hat (RHT) on its earnings call the next day. We had already written on Pipeline about RHT back in October. Our view at the time was that management had not yet demonstrated that it understood how ... Read More »

RNDY Shareholders Round Up Profits

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by Jeff Himelson with Mark Gomes In August, we first introduced Pipeline Newsletter readers to Roundy’s (RNDY), an undervalued grocer focused on health food. Because it was highly levered, there was an element of risk, but we believed it would outperform expectations. Our industry experts had advised us that the success of Roundy’s new higher-margin Mariano’s stores would help the ... Read More »

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