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Charles Moscoe

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  • Vape Holdings: Hot Marijuana Stock With A Ridiculous $235 Million Market Valuation [View article]
    How many people call for a price target that is 99.6% below the current market value and get 2/3rds of the way there in only a matter of weeks?

    Best part is I don't charge anything for my advice. Follow me live on Twitter @CharlesMoscoe
    Apr 10 05:42 PM | Likes Like |Link to Comment
  • Vape Holdings: Hot Marijuana Stock With A Ridiculous $235 Million Market Valuation [View article]
    Oh hi belgium!
    Apr 10 05:40 PM | Likes Like |Link to Comment
  • Vape Holdings: Hot Marijuana Stock With A Ridiculous $235 Million Market Valuation [View article]
    Whoever to thank is of little importance. VAPE is now trading at single digits down from $37 when I initiated by STRONG SELL. If there was an award for "Call of the Year", this has gotta be right up there. Interesting how the pumpers have all gone radio silent! I love it...
    Apr 10 05:39 PM | Likes Like |Link to Comment
  • Tremor Video Bull Case Strengthened Following Review Of First Annual Report [View article]
    I think that my buy thesis just got a little stronger as First Dallas Holdings (Craig Hodges) hedge fund just reported a 5.1% stake in TRMR. So smart money has been buying the whole way down. This is 2.4 million shares and owing to the low volume on this stock this has taken awhile to accumulate. Now they had to report as its over 5%. I expect them to keep buying or they would have stuck under the 5% radar.
    Apr 10 05:21 PM | Likes Like |Link to Comment
  • Vape Holdings: Hot Marijuana Stock With A Ridiculous $235 Million Market Valuation [View article]
    Wow down another 27% today. Quickly on its way to my bold $0.15 price target. The detractors are awfully silent now!
    Apr 10 02:56 PM | Likes Like |Link to Comment
  • Tremor Video Bull Case Strengthened Following Review Of First Annual Report [View article]
    What is your target price, Stan? I wish I had your patience. I'm in at $4.40 avg. but with a very sizable position. I thought it was good value at $4.80, so right now I feel it is an absolute steal. And like you said, completely misunderstood and mispriced by Mr. Market.
    Apr 9 05:41 PM | Likes Like |Link to Comment
  • The Rubicon Project Fills Out Mini Digital Advertising Sector [View article]
    I think you have hit the common misconception nail on the head, but both of the companies have moved aggressively in to programmatic as of late. They also both operate in a very unique niche market. Can't compare TRMR and YUME to CRTO and FUEL as they are entirely different business models. For some reason everybody thinks TRMR and YUME are "low tech" and thats why they have sold off so hard but thats simply not true. That article you reference is totally useless when evaluating TRMR and YUME. Neither operate under the models that the author suggested and he clearly does not understand these companies.

    A couple recent articles of mine explains this all:

    http://bit.ly/1g8t269

    http://bit.ly/1r5WW2T
    Apr 9 05:37 PM | Likes Like |Link to Comment
  • The Rubicon Project Fills Out Mini Digital Advertising Sector [View article]
    Bargains in the space are TRMR and YUME. You are right that RUBI, FUEL and CRTO are all priced to (actually beyond) perfection. Huge potential downside if any of these miss and the industry is quite fickle. TRMR with $2 per share cash has very little downside. Owned almost entirely by VCs right now and experiencing rapid growth and is oversold and misunderstood. Wrote about it most recently here: http://bit.ly/1g5Vtla
    Apr 8 11:42 PM | Likes Like |Link to Comment
  • Tremor Video Bull Case Strengthened Following Review Of First Annual Report [View article]
    Thanks for the numbers Eran. I just noticed that the February 2014 US Online Video ratings from comScore was released this afternoon. Surprisingly (not to us as we know better), Tremor had its best month ever in proportion to the competition. First month I have seen where they were above Hulu in the rankings. This is big news and not priced in to the stock as it proves that Tremor is alive and well. A Q1 beat seems pretty likely right now and I think it will be a big one.

    http://bit.ly/1g5SFV3
    Apr 8 11:12 PM | Likes Like |Link to Comment
  • YuMe Is Misunderstood And Has Significant Upside Potential [View article]
    I added today and yes, tough to accumulate. Even small blocks drive the price up. I was buying at $6.43 and by the time I was done a few minutes later it was $0.15 higher. And this was just adding to my position. These tough to accumulate stocks always do well for me in the long run.
    Apr 8 06:02 PM | Likes Like |Link to Comment
  • Tremor Video Bull Case Strengthened Following Review Of First Annual Report [View article]
    It will come around. I added to my YUME today on weakness. TRMR still my #1 holding. I always do well when buying when everybody is scared.
    Apr 8 06:00 PM | Likes Like |Link to Comment
  • Tremor Video Bull Case Strengthened Following Review Of First Annual Report [View article]
    No FUEL here. I still think it is overvalued. I focus my buying on the really really beat up companies and FUEL is still trading at a crazy multiple of all metrics I evaluate.
    Apr 4 06:16 PM | Likes Like |Link to Comment
  • Tremor Video Bull Case Strengthened Following Review Of First Annual Report [View article]
    I only normally log in once or twice a day and its normally near the open and/or near the close. Otherwise I'd spend all day over trading and making my broker rich and scalping myself LOL. I expect all of these to run in to earnings however and I expect TRMR to beat on revenues as their own guidance (which is likely sandbagged lower) is for $29m-$31m for Q1 and the estimates are for $29.38m.
    Apr 4 05:24 PM | Likes Like |Link to Comment
  • Tremor Video Bull Case Strengthened Following Review Of First Annual Report [View article]
    Thanks for that. I read the S-1 in detail also and according to my calculations, TRMR is trading well below the price these guys paid in the venture stage for a piece of the company when it was just a tiny entity. I love situations like this, getting in cheaper than the original funders who took all the risk and are only adding to their positions and have not sold. Everything lines up right here. Market just associates this company with "low tech", but its not true to those of us who understand the company and their products and the Ad tech market dynamic.
    Apr 4 05:18 PM | Likes Like |Link to Comment
  • Tremor Video Bull Case Strengthened Following Review Of First Annual Report [View article]
    I think alot of people were playing TRMR as a trade and got stopped at $4 or around there. That caused a big flush out. It trades so thin you can't use stops or even limits. I have a longer term view on it and that is double digits. I'm at a full position right now (a little beyond what is normally full for me actually) and might lighten some at $5, but for now I'm holding. It trades so thin I need a high volume day to make moves. This stock does not favor those who trade in and out frequently. The spreads are big and its difficult to accumulate. That is bullish long term.
    Apr 4 05:01 PM | Likes Like |Link to Comment
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