• Ashraf Eassa
    Let's see how much of a beating I take today on $ARMH
    3/26/13
    Reply (3)
    • Jonathan Liggett, CFA: I'd say if that is all of the movement you get on an upgrade, you have a good short. Trades like a crowded long.
      3/26/13
    • Ashraf Eassa: @ Jonathan - Agreed. The risk/reward for shorting a $20B company that makes <$300M/yr in net income @ mid double digit growth rate is good.
      3/26/13
    • Ashraf Eassa: Also, I like that there is essentially zero buyout risk for this one.
      3/26/13