Monthly Archives: November 2013

Electronic Arts Online and Mobile Strategies Show How They Both Destabilize And Provide Opportunities For Game Makers

Latest SEC filing shows growth in some areas and an impact on income.   Electronic Arts’ online and mobile sectors are proving challenging to integrate into a physical game world, with impacts on business strategy and financial planning. For regular readers, … Continue reading

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Pandora Issues Earnings Release – Some Preliminary Thoughts

There’s some good news, some not so good news in Pandora’s latest earnings release. Pandora has been on a pretty good run since this summer, from hanging out in the teens to hanging out around $30/share.  Good for them. Pandora … Continue reading

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Intrawest Resorts, the Fortress Investment-Owned Ski Resort Company, Files For IPO

Intrawest Resorts Holdings, Inc. files for IPO without listing any underwriters.  Intrawest Resorts Holdings, Inc., filed for a $100 million IPO.  Intrawest is a newly formed vehicle into which Fortress Investment Group will dump its ski resort assets in order … Continue reading

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Observations as Third Point Discloses Holdings for Most Recent Quarter

Who are the winners and losers in Daniel Loeb’s Third Point world since the last filing? The New Additions. Activision Blizzard, fresh from its Vivendi buyback, found itself in Third Point’s portfolio to the tune of about $43.4 million.  Other … Continue reading

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Clinton Group Increases Overland Storage Stake Ahead of Merger

Clinton Group ups the ante, helping out Overland Storage where they can. Underdisclosed.com favorite Clinton Group, Inc.was a major shareholder in Overland Storage, a maker of data storage products. As of September 2013, Clinton held about 2.9 million shares and … Continue reading

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Mavenir Systems – Today’s Other IPO

Mavenir Systems (MVNR) chose to go public on the same day as Twitter (TWTR). Let’s give them some attention too. Today’s other IPO did not quite raise the ruckus like that certain other company. In stark contrast to the Twitter … Continue reading

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