Straight Path Communications
STRP
position
long
Adam Wyden
Thesis
The stock was around $10, but there was potentially $50 per share in value due to a Video on Demand asset and a profitable core business. The executive Howard Jonas is seen as capable of monetizing assets effectively, which adds to the investment's appeal.
Did it work?
Not analyzed yet — run analysis from the issue page.
Raw excerpt
No raw excerpt stored.