Ira Sohn Investment Idea Contest Winner Sunjay Gorawara

Santangel’s Review interviewed the winner of Ira Sohn Conference Investment Idea Contest. They also transcribed his speech. Here is how he pitched his stock pick:

“How would you react if I told you I found an internet company that will grow revenue at more than30% this year, is buying back stock hand over fist with 31% of its market cap in net cash, sports gross margins of 74% and an ROIC north of 50%, while trading at an absurdly low valuation – EV/EBITDA of 2.6x and P/E (ex-cash) of 4.3x based on 2011 estimates?

I could imagine two reactions: 1) this company is a Chinese reverse-merger fraud or 2) this is Apple with extremely bullish estimates”

Read the rest here.

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