going short post acw

8/11/2019 Going Short Post ACW

1/28

Dont put all of your eggs inone basket: Going Short POST

September 2014 "


2/28


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4/28

Company Overview

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5/28

Investment Thesis

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6/28

Conflict of Interest

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7/28

Investment Thesis

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8/28

Catalysts

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9/28

Catalysts

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10/28

Gross Margin Sensitivity

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11/28

Gross Margin Sensitivity

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12/28

Revenue Sensitivity

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13/28

Revenue & Gross Margin Sensitivity

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14/28

Valuation

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15/28

Scenario Assumptions

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16/28


17/28


18/28

Investment Risks

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19/28

Investment Risks

CD72 5/:1; V0/0:F7 01XDK : /07./H01V0

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20/28

Absolute Worst Case

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21/28

Appendix

V"


22/28

Income Statement

VV

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23/28

Balance Sheet

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24/28

Cash Flow Statement

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25/28

Comparable Companies

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26/28

Debt

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27/28

Bill Stiritz Biography

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28/28

Bill Stiritz Position Values

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