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Charles Moscoe

 
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  • 5 New Extremely Overvalued Shorts [View article]
    Echo the other sentiments. Sounds like a great article on paper but should be "5 stocks to avoid", as none of these are shortable. Simply misleading.
    Sep 3 09:23 AM | Likes Like |Link to Comment
  • Update: Blyth Q2 Earnings Shows No Bottom; Stock Hits 20-Year Low [View article]
    Now up over 50% off the lows.
    Sep 3 09:20 AM | Likes Like |Link to Comment
  • Digital Ally Inc. - The Need To Dilute Shareholders Appears Inevitable [View article]
    It is likely one of the worst calls on this site in such a short period of time. However, it will likely end up below where the author suggested a short to begin with. But by then everybody would be squeezed out anyhow.
    Sep 2 05:46 PM | Likes Like |Link to Comment
  • Digital Ally Inc. - The Need To Dilute Shareholders Appears Inevitable [View article]
    Analysis is likely right, but this really illustrates the danger of shorting micro cap stocks. Just don't do it. Either the squeeze or the borrow rate will kill you most of the time. Even at $33 this is valued at only $50M. Its easy to even run this hype much further than $50M. Very very dangerous to short this. For sure the company is worth nowhere near $50M but I've still seen much worse with valuations several times this and the company seems great with self promotion and hype. Doesn't matter how right you are, if you followed this short recommendation you are now down over 200%.
    Sep 2 04:32 PM | 1 Like Like |Link to Comment
  • Update: Tremor Video Earnings - What To Do Now? [View article]
    Mody, I think that is a very simplistic view of the space which many investors share but its just very "public" (for lack of a better word) and wrong. There will be winners and losers but to group them all together when most of them aren't even competitors makes little sense. I think Tremor will be a long-term loser in the space, just because the technology isn't there. It is cheap though by conventional metrics but that might not matter. YuMe will be a winner based on superior video technology and be able to achieve long term 20% EBITDA margins. Its a good business model. Not sure how you group in Marin as it is an SaaS, nothing to do with the others and Rubicon is an ad exchange. Both are technology leaders and have very little competition and will be likely long term winners as well.
    Sep 2 02:01 PM | Likes Like |Link to Comment
  • Rocket Fuel rallies following Criteo acquisition report [View news story]
    Looks like Reuters dispelled the rumor a little after I posted and the stock dropped, but then rallied.
    Sep 1 04:17 PM | Likes Like |Link to Comment
  • GeoInvesting Responds To 22nd Century Group's Rebuttal Of August 27, 2014 Article [View article]
    GEO responds when it suits him.
    Sep 1 08:24 AM | 1 Like Like |Link to Comment
  • GeoInvesting Responds To 22nd Century Group's Rebuttal Of August 27, 2014 Article [View article]
    I think the nature of headlines and sensationalism works far better on thinly traded shorts. And thats why they are targeted. Its much easier to create fear than hype. Its pretty clear that GEO is manipulating stocks for his financial benefit. Do you think this is OK? I wouldn't suggest that a greater disclosure is necessary for a short argument on Amazon for instance as while there alot of short arguments, its impossible to move that stock with a headline here. But clearly these small caps are easily manipulated from the short side. Perhaps from the long side also but its not nearly as pronounced and I don't see that as much of a concern. Maybe during the Yahoo days but now not so much. But I wouldn't oppose extra disclosure on anything, I think transparency is great.
    Aug 29 05:15 PM | 1 Like Like |Link to Comment
  • GeoInvesting Responds To 22nd Century Group's Rebuttal Of August 27, 2014 Article [View article]
    I think that this site should force authors to make a more detailed disclosure in cases like this for full transparency.
    Aug 29 01:30 PM | 2 Likes Like |Link to Comment
  • Rocket Fuel rallies following Criteo acquisition report [View news story]
    Sure, same with Google (offers retargeting through its remarketing tab in Ad Words campaign manager). I wouldn't consider Rocket Fuel (or Google) to be a retargeting firm by definition as its likely a very tiny part of its business. I also don't understand the Criteo rumor and don't think it is true. I don't know why Publicis would want to own Criteo. It makes little sense. We will see I guess. I've seen stranger. What do you think Eric?
    Aug 29 01:02 PM | Likes Like |Link to Comment
  • GeoInvesting Responds To 22nd Century Group's Rebuttal Of August 27, 2014 Article [View article]
    Thats not accurate about this site. Traffic is down significantly (my articles about 80%) and yes It was Yahoo that pulled the plug, on Motley Fool as well.

    Geo obviously is not answering so I will have to assume the worst. Typical short attack using headline risk to profit. I have no position, never heard of this stock until this happened, but its clear what is happening.
    Aug 29 12:29 PM | 1 Like Like |Link to Comment
  • Rocket Fuel rallies following Criteo acquisition report [View news story]
    The deal makes little sense though. I am not sure why an agency would buy a retargeting company? It seems unlikely. And Criteo is very low tech. They have no programmatic at all. Everything done manually through heavy sales and support and top heavy. Ad Roll or Marin is a much more logical bolt on acquisition for an agency.
    Aug 29 12:24 PM | Likes Like |Link to Comment
  • Rocket Fuel rallies following Criteo acquisition report [View news story]
    Retargeting is very specific in ad tech. Not many companies specialize in it. Criteo does and is the biggest by far. Ad Roll is #2 and Perfect Audience (Marin) likely #3. Of course Google and others offer it but not as a sole focus like these other firms.
    Aug 29 12:15 PM | Likes Like |Link to Comment
  • Rocket Fuel rallies following Criteo acquisition report [View news story]
    Thats not accurate. It is a DSP. It has no reputation for retargeting like Criteo, Ad Roll, Perfect Audience. There us tremendous misinformation and misunderstanding in this space. Clearly nobody knows what these companies do.
    Aug 29 12:12 PM | Likes Like |Link to Comment
  • Rocket Fuel rallies following Criteo acquisition report [View news story]
    The only public company that is a retargeting firm is Perfect Audience, owned by Marin.
    Aug 29 11:57 AM | Likes Like |Link to Comment
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