Seeking Alpha

A.B. Mendez, CFA

 
View A.B. Mendez, CFA's StockTalks BY TICKER:
  • A.B. Mendez, CFA
    Hearing rumblings that Facebook's S-1 filing is on for tomorrow morning. We'll see.
    1/31/12
    Reply
      • A.B. Mendez, CFA
        BlackFriday E-Comm sales +25%, CyberMonday +30%, I think you buy both $GRPN ($15.70) and $AMZN ($193.50) here and hold through 4Q results.
        11/29/11
        Reply
          • A.B. Mendez, CFA
            Quepasa corp (latin american Zynga) announced Coke as an advertiser, stock is up 10%. Earnings on Monday will discuss 2012 plans. $MEET
            11/11/11
            Reply
              • A.B. Mendez, CFA
                RT @benzinga current B/A on $GRPN b $55.25 a $55.95. Wonder how wild this one gets.
                11/4/11
                Reply (1)
                • campusglass: wow
                  11/4/11
                  • A.B. Mendez, CFA
                    I was on on Bloomberg West yesterday discussing the merits/drawbacks of Groupon, LivingSocial: http://bloom.bg/qaMCNO $GRPN $GOOG
                    8/31/11
                    Reply
                      • A.B. Mendez, CFA
                        Here's a nice little @Pandora #earnings preview: http://bit.ly/nIGkvy $P
                        8/25/11
                        Reply
                          • A.B. Mendez, CFA
                            Jive files for IPO, will have to compete with $CRM's free Chatter product. More here: http://tinyurl.com/44kcfhr
                            8/25/11
                            Reply
                              • A.B. Mendez, CFA
                                I'd close out the $TZOO short I recommended on 4/21 @ 92.75 here. 22% 29-day profit as of yests close @ 72.72. lv some if expect mkt pullbck
                                5/20/11
                                Reply
                                  • A.B. Mendez, CFA
                                    $LNKD - If you get an allocation in the IPO, take it. maybe you get a 10-20pct pop tomorrow, then sell. would not buy-&-hld @ IPO #valuation
                                    5/18/11
                                    Reply
                                      • A.B. Mendez, CFA
                                        pos: $LNKD revs doubled in 2010. very balanced across 3 LOBs. marketing solutns. revs nearly 3x in 2010. massive oppy in front of them.
                                        5/18/11
                                        Reply
                                          • A.B. Mendez, CFA
                                            neg: per @akpalit, $LNKD EBITDA growth slowed in 1Q. #linkedin .
                                            5/18/11
                                            Reply
                                              • A.B. Mendez, CFA
                                                based on info from @akpalit and my ests, $LNKD is trading at as much as 50x 2011 EBITDA ests. yikes! #linkedin .
                                                5/18/11
                                                Reply
                                                  • A.B. Mendez, CFA
                                                    #Yandex just filed for a NASDAQ #IPO under ticker $YNDX. @greencrestcap
                                                    4/28/11
                                                    Reply
                                                      • A.B. Mendez, CFA
                                                        I like short $TZOO @ 92.75. 4 month holding period. little upside even in M&A I think. though hard to borrow. #stocks #stockcalls #shorts
                                                        4/21/11
                                                        Reply
                                                          • A.B. Mendez, CFA
                                                            Twitter/Square's Jack Dorsey and Erick Schonfeld speaking today at a Columbia U B-school seminar, @ 6:15PM EDT: http://tinyurl.com/65mx4bc
                                                            3/30/11
                                                            Reply
                                                              • A.B. Mendez, CFA
                                                                Will be publishing a 50-page, full blown research report and valuation analysis on Groupon tomorrow. For more, visit greencrestcapital.com.
                                                                3/24/11
                                                                Reply
                                                                  • A.B. Mendez, CFA
                                                                    Check this negative article on Groupon, and my comment. I/GreenCrest Capital will be publishing a 47-page note on GPON. See my contact info.
                                                                    3/23/11
                                                                    Reply
                                                                      • A.B. Mendez, CFA
                                                                        RSH - how is replacing the CEO w/ the CFO and paying him $850k + bonus going to help anything?? This mgmt team has destroyed so much value.
                                                                        1/24/11
                                                                        Reply
                                                                          • A.B. Mendez, CFA
                                                                            Guess it helps to the extent that Schmidt remains involved with strategy as Chairman.
                                                                            1/20/11
                                                                            Reply
                                                                              • A.B. Mendez, CFA
                                                                                less positive on GOOG w/ Page as CEO. he will definitely have to prove himself. Reminds me of Yang as YHOO CEO, sort of guilty til proven...
                                                                                1/20/11
                                                                                Reply