Abe Garver

Long/short equity, online retail, ecommerce
Abe Garver
Long/short equity, online retail, eCommerce
Contributor since: 2011
Company: BG Strategic Advisors
Funny, I said the same thing to Andrew (via Forbes) BEFORE he lost his job 2 years ago http://onforb.es/PufcC0
I'm the author of 'Wayfair's IPO Pricing: Hardly Fair?' http://abegarver.com, am impressed by the author's analysis and appreciate Seeking Alpha's willingness to publish the commentary.
Nicely written article Remy. What is your view in regard to whether Zillow would "Fit" in an M&A deal with one on the online real estate brokerages (Altisource's Hubzu, Williams & Williams, or Auction.com)?
Thanks for the kind words on the article. I also like the ones you've written on Blue Nile and JCPenny. Keep it up!
Arne, Nice job of explaining a complex issue in a simplified way. The arcane accounting statement associated with the reporting requirements is EITF 99-19.
I think that is a very valuable perspective (options trading). Put that in your title and in the 1st paragraph of the article. Your article will get a great deal of attention. Good luck.
I noticed you're just getting started writing for SA. You're not asking for my advice but I'll give it anyway. Cover other stocks. You're about the 25th person in the past two weeks who has said it's expensive. Readers want something new to think about. JMHO.
I write articles about Amazon for Seeking Alpha and Forbes. I like the angle you've taken. Please write more frequently.
I'm also an M&A banker in the sector. When we go through the shipping P&L there are rebate check(s) from UPS, etc. which are a function of volume.
Where are those amounts in your analysis?
Nice article. I know you don't want to hear because you're short, but try the same thing with each company's gross margins. That would be extremely useful to all of us.
Great article Bret. What is your reaction to this Forbes article on AMZN - http://tinyurl.com/c5p...
Great article Dr. Duru. What is your reaction to this Forbes article - http://tinyurl.com/c5p...
Great article John. What is your reaction to this Forbes article - http://tinyurl.com/c5p...
Great article PowerOptions. What is your reaction to this Forbes article - http://tinyurl.com/c5p...
Great article Dividend Investor. What is your reaction to this Forbes article - http://tinyurl.com/c5p...
Great article Marek. What is your reaction to this Forbes article - http://tinyurl.com/c5p...
Great article Paulo. What is your reaction to this Forbes article - http://tinyurl.com/c5p...
Great article. What is your reaction to this - http://tinyurl.com/c5p...
Great article Kenn. What is your reaction to this - http://tinyurl.com/c5p...
According to Amazon investor relations, "Q2 2012 Amazon.com Inc Earnings Conference Call (Live) 07/26/12 at 2:00 p.m. PT." In other words plan on a Thursday announcement, not Wednesday.
Nice article Kofi.
Very nice article. You are a great author.
Laudasova, Are you really a shareholder?
Amateur Hour = Cause your stock to drop 45%+ in two trading sessions and then refuse to let a shareholder or analyst ask a single question after you've invited them to attend an earnings call.
Amateur Hour = Cause your stock to drop 46% in two trading sessions and then refuse to let a shareholder or analyst ask a single question after you've invited them to attend an earnings call.
'Amateur Hour' = Cause your stock to drop 46% in two trading sessions and then refuse to let a shareholder or analyst ask a single question after you've invited them to attend an earnings call.
In the opinion of the market (not me) the company is worth $1.50. I can see a 20% premium to that being reasonable so let's call the value $1.80. That is all Sycamore should have to pay and the Talbots board can't sell it for that. That, my friend is the problem. Do you understand?
Thanks for recognizing me in your article. I believe I was quoted 5 times including WSJ MarketWatch. In my opinion the best move would be to put the company into BK and then let Sycamore buy it. They could do a better job than anyone else evidenced by the fact that they won't pay $3 for a $1 dollar bill. Disclosure - I don't own the company's shares or options and have no interest in initiating a position.
Please provide the dial-in number when you receive it and I'm happy to participate.
Great insights and article.
The article addresses gross margin not net or EPS so the hostile comment and character attack doesn't make sense. If you need an example of how to correspond with authors in the future see how Chris Moreno who is a CFO does it (below). Also you'll have more success in this environment if you capable of contributing articles as opposed to bashing witch I see you've done to 10 other authors who've written about Amazon.
There will be a massive sell off. I have no idea where people are going to park their money but the ones out last will be holding the bag.
I love the business (AMZN). I don't agree with today's valuation though...