Booz Allen: Protesting a Wee Bit Too Much
July 25, 2012
Short honk: Check out “Why Booz Allen Is Significantly Undervalued.” Interesting. The main point, as I understand it, is that Booz Allen is a great deal for investors. Okay, if it is such a great deal why does it take 1,300 words and a dozen charts to get the point across. There was one omission in the “protest too much write up”. Booz Allen is dependent on government contracts. When governments cut spending, outfits like Booz Allen face some revenue challenges. I assume this aspect of the firm’s business is irrelevant in light of alleged backlog, explanations, and lots of tables and bar charts. Booz Allen was once a blue chip outfit. As I have noted, the firm has a history of being private, going public, going back to private, splitting up, and going public. Is the firm’s management fancy dancing to cope with the realities of a blue chip firm transforming to azure?
Stephen E Arnold, July 25, 2012
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