Neutral Tandem’s ‘Growth at a Discount’ Story Remains Intact
SeekingValue submits:
About a month ago, I read one of the most compelling investment cases I’ve ever come across on Seeking Alpha. The company was Neutral Tandem, Inc. (TNDM), and here is a link to the article. Unfortunately, I was slow in doing my due diligence and the stock ran up over 20%. But over the last couple of days, an unfavorable patent ruling and analyst downgrade sent TNDM back under $16, and I bought in. Let me outline why I think TNDM is still a great value/growth story, despite the patent ruling and downgrade.
For the big picture of why TNDM offers a rare growth-at-deep-discount opportunity, you won’t do better than the thorough analysis provided in the recent article by Cale Smith at Islamorada Asset Management (link above). However, I’ll do a short summary to whet your appetite.
Investing, Long Term Investment, stock market | admin March 31, 2010
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