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Akram's Razor

 
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  • Chegg: Bubbles And Slipping Through The IPO Cracks
       • Nov. 13, 2013 CHGG 34 Comments
  • NQ Mobile: A Neutral Observer's Take
    Editors' Pick • Nov. 4, 2013 NQ 239 Comments
  • Commvault: Red Flags Galore
    Oct. 30, 2013 CVLT 18 Comments
  • Commvault: Putting The Sell-Side On Notice
    Oct. 28, 2013 CVLT 16 Comments
  • Divergent Disaster: Epic Sell Signal Has Arrived
    Oct. 28, 2013 15 Comments
  • F5 Networks: Multiple Contraction Storm Coming
    Editors' Pick • Oct. 24, 2013 FFIV 33 Comments
  • Tableau: The DV Market Just Got More Crowded
    Oct. 22, 2013 MSTR, QLIK, TIBX 30 Comments
  • Tableau: A Perfect Short With A Catalyst To Boot
       • Oct. 11, 2013 QLIK, TIBX, DATA 43 Comments
  • Financial Engines: Growth Mission Impossible
       • Sep. 27, 2013 FNGN 25 Comments
  • Tweet Tweet: #IPO#Valuation#Sina
    Editors' Pick • Sep. 17, 2013 FB, LNKD, RENN 19 Comments
  • Is Tibco Dan Loeb's Next Pet Project?
       • Sep. 11, 2013 QLIK, DATA, TIBX 9 Comments
  • Sina Is As Good As It Gets
       • Sep. 6, 2013 QIHU, FB, BIDU 21 Comments
  • The Comedy Of Commvault
       • Aug. 2, 2013 CVLT 14 Comments
  • Tableau, Tibco, And DV IPO Mania
    Editors' Pick • May. 17, 2013 QLIK, TIBX, DATA 1 Comment
  • Open Sesame
    Editors' Pick • May. 13, 2013 FB, SINA, YHOO 5 Comments
  • Akram's Razor: Short CommVault Now
    Editors' Pick • May. 7, 2013 CVLT, IBM, DELL 38 Comments
  • Weibo's Pre-IPO Round
    Editors' Pick • Apr. 30, 2013 SINA, BIDU 6 Comments
  • The F5 Analyst Debacle
    Editors' Pick • Apr. 5, 2013 FFIV 37 Comments
  • Short The Lemon
    Editors' Pick • Mar. 17, 2013 CMG, KORS, LULU 179 Comments
  • Whole Foods Is A Short
    Editors' Pick • Feb. 14, 2013 CMG, KR, SBUX 98 Comments
  • Buy Acme Packet; It's Mellanox In Reverse
       • Feb. 1, 2013 APKT, T, VZ 38 Comments
  • Deckers' Bears Getting Desperate?
    Editors' Pick • Jan. 14, 2013 DECK 39 Comments
  • Forget Herbalife; Blyth Is The Real MLM Steal
    Editors' Pick • Jan. 9, 2013 HLF, BTH 80 Comments
  • Remember Mellanox
    Jan. 3, 2013 MLNX 15 Comments
  • Labelux Will Buy Deckers
    Dec. 7, 2012 VFC, DECK 32 Comments
  • Enough About Apple
    Nov. 27, 2012 AAPL 108 Comments
  • Sina Is Clearly In Play
    Nov. 20, 2012 BIDU, SINA 40 Comments
  • A Deckers Short Squeeze
    Editors' Pick • Nov. 20, 2012 DECK 76 Comments
  • Baidu's Much Needed Sina Weibo Leap Of Faith
    Editors' Pick • Nov. 13, 2012 BIDU, QIHU, SINA 28 Comments
  • Why I Am Short Ulta
    Editors' Pick • Nov. 13, 2012 CMG, COH, KORS 31 Comments
  • LinkedIn's Honeymoon Is Officially Over
    Editors' Pick • Nov. 2, 2012 FB, LNKD 83 Comments
  • Mellanox On The Road To Technological Obsolescence
    Editors' Pick • Oct. 15, 2012 AMD, CRAY, INTC 81 Comments