BWS Financial Inc

BWS provides independent stock specific research focused on companies with distinct value that are going through a special situation where there is a tangible catalyst not priced in. The catalyst can be anything from new product, restructuring, M&A, management change, change in business strategy, etc. BWS’s focus is to understand the change and evaluate the potential return for investors.

BWS utilizes a self formed proprietary approach in discovering stocks by putting great emphasis on deep research. BWS does generate short recommendations following a similar criteria.

Independent Stock Specific Research

Founder, BWS Financial Inc

Hamed Khorsand

Founder

Equity Bottom-Up

<ul>
<li>IMMR reported second quarter results that included partial results from Barnes &amp; Noble Education (BNED), which IMMR owns approximately 42 percent of.   </li>
<li>We believe the decision to carry the BNED position at investment value might have distorted the true value of IMMR.  </li>
<li>Hidden in IMMR’s 10Q filing was the resolution of the patent lawsuit against Xiaomi. The settlement resulted in IMMR reporting a larger than expected revenue figure for IMMR. </li>
</ul>


IMMR reported second quarter results that included partial results from Barnes &amp; Noble Education (BNED), which IMMR owns approximately 42 percent of.   
We believe the decision to carry the BNED position at investment value might have distorted the true value of IMMR.  
Hidden in IMMR’s 10Q filing was the resolution of the patent lawsuit against Xiaomi. The settlement resulted in IMMR reporting a larger than expected revenue figure for IMMR. 


Immersion Corporation

IMMR: Book Value Rises, PT Now $13.50