Bapcha's Stocks. The best insights into Silicon Valley & bio/pharma stocks, companies and their management.

Archive for January, 2009

I surge, you surge, we all surge for ISRG.

While Intuitive Surgicals was expensive at 10x sales and a PE of 75 - just six months ago, the recent sell-off in the stock has the company at a more reasonable PE of 20, and a PS of 4. With a quarter of its valuation in cash, we discuss the only unlikely scenario in which ...

The absolute minimum that SAY needs to do – to survive.

Since the decimation of Satyam Computers is now complete, it is game over for SAY stockholders. Or is it? When it applies to asset preservation, the company has been quite slow to act. My proposal to save what is left of SAY has eleven steps. The first of which is the appointment of ...

The best unknown biotech in the world. Bar none.

The best biotech stock in the world - unknown to US analysts is a Swiss Biotech with three products and over a billion in revenue. With enviable gross margins, and absolutely no coverage in the US [except for coverage by Bapcha Murty's eponymous stock research firm], this could be an excellent addition to the ...

The four best semiconductor stocks for 2009.

The semiconductor industry has been in the dumps for eighteen months now, with another six months to go - before exhibiting any signs of recovery. Yet, there are cash rich companies whose equities will do well through the course of 2009. ...