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Charles Moscoe

 
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  • Update: QuinStreet Earnings [View article]
    Was up 20% today. Not sure why?
    Dec 17, 2014. 08:01 PM | Likes Like |Link to Comment
  • Oil Doomsayers Were Wrong In 2009: 4 Reasons Why They Are Wrong Now [View article]
    Just read the title but oil dropped to high $30s in 2009. So its still very early despite everything else.
    Dec 17, 2014. 09:54 AM | 1 Like Like |Link to Comment
  • Twitter Shares Are Junk, Too! [View article]
    Most Twitter accounts are likely fake (bots).
    Dec 13, 2014. 04:19 PM | 1 Like Like |Link to Comment
  • More on GoPro/Ambarella: Citi worried about competition [View news story]
    Maybe but thats more than priced in already.
    Dec 12, 2014. 09:45 AM | Likes Like |Link to Comment
  • More on GoPro/Ambarella: Citi worried about competition [View news story]
    I think it uses an AMBA processor as well for its new models. Some parts from Sony also.
    Dec 11, 2014. 01:30 PM | Likes Like |Link to Comment
  • Short Cheniere Energy After This Meteoric 3000% 4-Year Run [View article]
    Dangerous one Matt. Everybody is blindly following Klarman without knowing the whole story. His long could be a hedge for all we know against a massive bet against the industry.
    Dec 11, 2014. 11:39 AM | 1 Like Like |Link to Comment
  • Short Cheniere Energy After This Meteoric 3000% 4-Year Run [View article]
    Who cares about your company fluff? LOL

    Short is now 20% in the money.

    Who's laughing?
    Dec 10, 2014. 10:12 PM | 1 Like Like |Link to Comment
  • GameStop Is A Strong Buy: Blockbuster Comparison Shows Ignorance [View article]
    Sadly it looks like I was right about GME as it continues its precipitous decline. I've been screaming SHORT since the $50s and will ride this down to single digits in no time. This goose is cooked folks.
    Dec 10, 2014. 09:42 PM | Likes Like |Link to Comment
  • Twitter Shares Are Junk, Too! [View article]
    Twitter is just a rumor mill.
    Dec 10, 2014. 12:25 PM | 1 Like Like |Link to Comment
  • New SodaStream bull emerges [View news story]
    Who is "Rhino Trading Partners" and how did their coverage become newsworthy?
    Dec 10, 2014. 12:15 PM | 1 Like Like |Link to Comment
  • Twitter Shares Are Junk, Too! [View article]
    Another big problem with Twitter is that it requires scale. Its great for celebrities to get their messages out, but if you have under 1000 followers (which is a heck of alot), its impossible to get any interaction. I like Twitter myself but not as an investment. The format just simply doesn't lend itself to monetization. The company is worth something and can make money one day but it could never ever justify anywhere near the current valuation.
    Dec 9, 2014. 07:48 PM | 2 Likes Like |Link to Comment
  • LendingClub hikes IPO range; valuation could top $5B [View news story]
    Yep... thats why I only buy busted IPOs. I like entries near or below the VC cost.
    Dec 9, 2014. 07:33 PM | 1 Like Like |Link to Comment
  • Twitter Shares Are Junk, Too! [View article]
    The problem with Twitter is that it has a much smaller addressable market than Facebook (which it will always be compared to). Pretty much anybody who wants a Twitter account already has one. Its also really not used too much outside of the US. Furthermore the adult content makes it not brand safe so thats why you don't see alot of brand advertisers on it.
    Dec 8, 2014. 11:37 PM | 3 Likes Like |Link to Comment
  • LendingClub hikes IPO range; valuation could top $5B [View news story]
    The barrier to entry is scale. Surprised none of the big banks have set up something similar.
    Dec 8, 2014. 05:55 PM | Likes Like |Link to Comment
  • LendingClub hikes IPO range; valuation could top $5B [View news story]
    20x sales... WOW
    Dec 8, 2014. 01:50 PM | 2 Likes Like |Link to Comment
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