Vonage’s Free Cash Flow Story
I have a tendency to go overboard when I’m writing up a new company. There is so much to say. The business, the growth opportunities, the competitors, the financials, the risk factors, it goes on. I get half way through the write-up, look at the novel I’ve written and say, what am I doing here?
This is a blog. Its meant to be bite sized quips. Its intent is to share the investment ideas I have, discuss the reasons behind them and hopefully get feedback from others that help me distill the ideas down further and maybe get a few new ones as well. I’m not getting anything for, nor do I think anyone is looking for, an exhaustive multi-page diatribe outlining every nuisance of the idea at hand. If you are you should probably pay for it.
So after I’ve written a rambling soliloquy that no one is going to read, I take a step back and ask myself: what is the most important point here? What’s the thing that makes this investment worthwhile? Read more
Reminiscences of a Stockblogger 