SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: benbuffett who wrote (50502)1/4/2013 12:14:26 PM
From: Jurgis Bekepuris  Respond to of 78476
 
I believe you are talking about JMBA?

Edit.....

CEO is not the founder: en.wikipedia.org CEO joined in 2008 during the near-bankruptcy scare. These are couple potential negatives: going public through reverse merger and private equity save from near BK. OTOH, the VIC presentation values the current CEO as turnaround guy. Here's the link: marketfolly.com As the presentation says, the valuation is not cheap unless you believe in turnaround and growth.



To: benbuffett who wrote (50502)1/4/2013 2:26:07 PM
From: Jurgis Bekepuris  Read Replies (1) | Respond to of 78476
 
JMBA - I watched the CNBC video. The CEO is not a great talker, but I hope that he's good in execution. :) 79% stock gain last year is another problem: if they don't deliver this year, there will be a lot of investors jumping ship. And the stock is not very cheap.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News