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- The Long Case for Greatbatch
- Business Description Greatbatch GB is a designer and manufacturer of custom parts and technologies for implantable devices and within the commercial battery industry mostly for oil and gas applications. This is specialty power. GB's legacy emerges from a private battery company that transformed itself to a public company in...
- External links 2008-11-04
- The Long Case for Perceptron
- Business Description Perceptron PRCP makes automated systems which historically have been used for automobile assembly. The core competency is in measurement for process control. Newer products enhance enabling robots to automate flexible vehicle assembly. Other products measure gap and flush in the finished good to see if the fit...
- External links 2008-11-04
- The Long Case for Trinity Biotech
- Business Description Trinity Biotech TRIB has two distinct segments: by David Segelov
- External links 2008-11-04
- Alexco Resource: A Cheap, Unlevered and Near Term Silver Producer
- Thesis Alexco AXU has by dint of history full ownership over one of the most prolific silver producing regions in Canada. It is funded to get to production and has no debt. AXU is a very clean, simple story, enabling the investor to have full access to...
- External links 2009-07-15
- Five Reasons to Short Varian Medical Systems
- Varian Medical Systems VAR, designs, manufactures, sells and services equipment and software products for treating cancer with radiotherapy, stereotactic radiosurgery and brachytherapy. The company also develops, designs, manufacturers and services proton therapy products and systems for cancer treatment. Reasons for Shorting by David Segelov
- External links 2009-07-20
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