In short: Rebranded from Pure Storage in March (flash storage + software; competes with NetApp/Dell). Jana Partners built a >1M-share activist stake in Q1 but got an SEC 13F disclosure delay ("sneaky"); the stock rose ~9% to ~$79 on the reveal. ~4% forward FCF yield ($1.1B FCF) while growing ~20% — cheap-ish vs peers, though it faces rising flash-memory costs (passing price hikes like NetApp).
This is the company most people still know as Pure Storage — it makes fast flash-based data storage and software for businesses, and rebranded to "Everpeer" in March. The news: the activist fund Jana Partners quietly built a stake of over a million shares and used an SEC loophole to keep it hidden for a while; when it surfaced the stock rose ~9%. It's reasonably cheap (~4% free-cash-flow yield) for a company growing ~20% a year, though rising memory costs are a headwind. Singh finds it interesting but takes no firm stance.
Full passage: premium transcript (PDF).
Nothing matches this filter.
Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.