September 27, 2016 by riskreversal • Trade Ideas

Earlier this year, hard disk drive maker Western Digital (WDC) closed its $16 billion acquisition for nand flash storage maker Sandisk. The date of the deal closing was May 16th,  a three and a half year …

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December 18, 2013 by Dan • Commentary

A couple weeks ago Enis took a Deep Dive on DDD (below), and after taking a hard look at the company, the existing fundamentals, the stock’s valuation and the sentiment concerning the entire space, he …

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December 3, 2013 by Enis • Commentary

I discussed the huge run for 3-D stocks in 2013 in the CotD post last week: We have followed the sector from afar, fascinated by the price action and the macro story more than anything …

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