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Wedge Note Today
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09-18-2013, 12:53 AM
Hi, Does anyone have the Wedge Note published today? Seems very interesting - essentially Wedge speculates that NQ is close to developing a mobile search engine - that would open extremely attractive additional traffic monetization opportunities! If someone has the document, would appreciate sharing it. Best, D 
09-18-2013, 01:33 AM
Here is a new research note:
http://shareholdersunite.com/2013/09/17/...nq-mobile/
09-18-2013, 01:54 AM
'admin' pid='28797' datel Wrote:Here is a new research note: http://shareholdersunite.com/2013/09/17/...nq-mobile/
does not seem to like my password, what am I missing?
09-18-2013, 02:12 AM
You have to sign up. Go to the front page:
http://shareholdersunite.com On the left you see "Sign up to receive premium content" Fill-out your email address, and voilà..
09-18-2013, 03:54 AM
'admin' pid='28802' datel Wrote:You have to sign up. Go to the front page: http://shareholdersunite.com On the left you see "Sign up to receive premium content" Fill-out your email address, and voilà.. very nice, thank you!
09-18-2013, 04:04 AM
'dietberd' pid='28794' datel Wrote:
Read Wedge’s NQ note very very carefully. It connects some non-obvious data points on NQ and highlights some new growth drivers for 2014. There is quite a bit of activity going on behind the scenes at NQ. I am convinced that 2014 revenue will be much higher than current sell side consensus with strong operating margins and FCF. NQ remains dirt cheap. At $21.35, NQ trades at just over 12x 2014 P/E (ex-cash) and NQ will grow revenue over 100% y/y in 2013 (the 4th year in a row NQ will grow rev over 100% y/y). Internet and mobile comps are trading 40-60x 2014 EPS. NQ is meeting with 8 mutual funds over the next 2 days. Expect NQ to move higher as institutional investors continue to build positions.
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