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luisitoahumada

Luis Ahumada

Joined Jun 11, 2011

thrivecap
Call me a skeptic on $JCP turnaround. Retail is too competitive and the big-box model is slowly dying. Hype, hype, hype; ackman at it again

Jan. 26 at 10:09 PM

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thrivecap
@valuewalk agreed, great writeup. But it understates the upside. FCFE will grow due improving ind dynamics + activism is heating up on $TUC

Jan. 19 at 5:11 PM

from Twitter
thrivecap
BROKowitz' portfolio, with dismal performance for 2011, is a good source of potentially great contrarian ideas for 2012. $SHLD, $JOE, $BAC

Dec. 29 at 4:46 PM

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thrivecap
While I wouldn't touch it, I bet $RIMM will beat expectations, today - the revulsion is palpable. Then it will resume downward trend

Dec. 13 at 12:22 PM

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thrivecap
Moab Capital files 13D on Mac-Gray ($TUC) and sends letter to Board asking why it rejected KP Capital's $17.50 offer - http://t.co/X4yDeG24

Nov. 14 at 2:13 PM

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thrivecap
$LAMR CEO: "No evidence of an advertising recession." Great quarter, wonderful stock to own for the long-run.

Nov. 3 at 11:36 AM

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thrivecap
Deadcat bounce, makes good entry point for a short on $LCAV

Oct. 25 at 2:09 PM

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thrivecap
$NFLX continues to get pounded afterhours

Oct. 24 at 7:29 PM

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thrivecap
BROKEowitz, of Fairholme, if anything, has cojones to stick to his convictions. His bid to up his investment in $JOE to 50% was approved.

Sep. 17 at 12:50 PM

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thrivecap
$RIMM has been a short all along. Inflection points & accelerating trends (in fundamentals) lead to overreactions regardless of valuation

Sep. 16 at 9:17 AM

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thrivecap
$TUC = recession proof 12.5% growing FCF yield. Yes laundry is as boring and unsexy as you can get, which is why I like it... ;-)

Aug. 25 at 1:55 PM

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thrivecap
$TUC = recession proof 12.5% growing FCF yield. Yelaundromat is as boring and unsexy as you can get, which is why I like it...

Aug. 25 at 1:54 PM

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thrivecap
I've had endless discussions w bearish investors short $RGC; their arguments boil down to a belief that peopl… (cont) http://t.co/DVis62K

Aug. 25 at 12:22 PM

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thrivecap
Very sanguine on $ABCD (cambium) stock - misunderstood, PE spon / insider buying, high FCF gen (~18% yield), dirt cheap with category growth

Aug. 22 at 10:25 AM

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thrivecap
@LaMonicaBuzz $PBH, actually, is a pretty compelling investment - predictable business and FCF, very reasonable valuation

Aug. 11 at 9:35 AM

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Experience: Professional
Assets Traded: Equities
Approach: Value
Holding Period: Long Term Investor

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