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Charles Moscoe

 
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  • The Rubicon Project: Reasonably Successful IPO In Hot Programmatic Advertising Market [View article]
    FUEL is a RUBI customer, not a competitor. You have no idea what you are talking about. You clearly don't understand the sector. You are just making things up now.
    Sep 8 07:47 AM | Likes Like |Link to Comment
  • The Rubicon Project: Reasonably Successful IPO In Hot Programmatic Advertising Market [View article]
    What do you mean "suboptimal growth rate vs competition"? RUBI is growing fee revenue at over 50% YOY and RTB at like 80%. Its take rate is also on the rise. What metrics are you evaluating when making these statements? What other ad exchange is growing anywhere near that? I don't think you have any idea what you are talking about.
    Sep 8 12:02 AM | Likes Like |Link to Comment
  • Rakuten in talks to purchase Ebates for $950M [View news story]
    Could be the largest affiliate site sale of all time...
    Sep 7 07:36 PM | Likes Like |Link to Comment
  • Millennial Media: Recent Departures And An Uninspiring Hiring Leave Investors Disappointed [View article]
    Clearly you don't understand the context.
    Sep 7 06:34 PM | Likes Like |Link to Comment
  • Millennial Media: Recent Departures And An Uninspiring Hiring Leave Investors Disappointed [View article]
    I'm more than "alive". I am making record profits fading the squares. Timing is everything.
    Sep 7 03:53 PM | Likes Like |Link to Comment
  • Is Now The Time To Consider Marrone Bio Innovations? [View article]
    And Kevin Quon has left the building!

    Down about 80% since he started pumping at $10 in his original PRO article.

    Everybody makes bad calls (I have my fair share), but at least have the cojones to defend it or tell us why you were wrong.

    I still have no position here. Looked expensive at $10 and still at $2. Although it is becoming more attractive the more it drops.
    Sep 7 08:38 AM | Likes Like |Link to Comment
  • Amazon obtains $2B credit facility; Indian ops reportedly probed [View news story]
    If Amazon stock was worth something than Twitch would have taken restricted shares but instead insisted upon cash after seeing the books...
    Sep 6 10:30 PM | 2 Likes Like |Link to Comment
  • Update: Tremor Video Earnings - What To Do Now? [View article]
    Eventually logic will take over and sort the good from the bad. It is already evident in the disparity between Tremor and YuMe. While Tremor looks better at a first glance, the market is pricing in YuMe's competitive advantages. It took me awhile to realize that Tremor simply has nothing in terms of technology. This is after thousands of hours of research. And I have been doing internet marketing (ad tech) my entire life. So I understand why investors are puzzled. And its true it might take a long time to figure it all out. From a tech perspective and long term competitive advantage the best play in the sector is RUBI, although it is being dragged down with unrelated businesses as well.
    Sep 6 08:48 AM | Likes Like |Link to Comment
  • Millennial Media: Recent Departures And An Uninspiring Hiring Leave Investors Disappointed [View article]
    Stan, you have been clearly right on MM, avoiding it. I have traded in and out for awhile and have made some money. I am long now from a $2.50s average so underwater at the moment on this block. Sam's Picks on the other hand was long at $10 and now short at $2. As wrong as he was pounding the table to buy MM at $10, he is just as wrong here. His picks are pure "public" and should be faded for maximum profit.
    Sep 5 05:22 PM | Likes Like |Link to Comment
  • Millennial Media: Recent Departures And An Uninspiring Hiring Leave Investors Disappointed [View article]
    Although you have nothing to base your "opinion" on. Your articles here don't have any new or useful information. I doubt you even understand the business.
    Sep 5 03:40 PM | Likes Like |Link to Comment
  • Millennial Media: Recent Departures And An Uninspiring Hiring Leave Investors Disappointed [View article]
    CFO position was clearly filled internally because it is simply cheaper and less commitment. The end game here will be a sale of the company and nobody wants to add a high priced CFO from outside at this stage in the game. It was a token appointment because Barnett can't be the "principal financial officer" despite wanting to be as he has no finance or accounting background or education. My guess is the company lawyer said they have to have an accountant at the least as acting CFO, hence the appointment. The bashing at these prices are ridiculous. It is trading at about 0.5x EV/sales and is still growing even the legacy business (granted because of the Jumptap acquisition) and the MMX is the 2nd largest mobile exchange in the world behind Google and is growing at triple digits (off a small base). Jumptap founders and backers took shares and haven't sold and lets remember hundreds of millions of VC went in Jumptap and more in to Millennial core. Its really not game over at Millennial, the market has overreacted.
    Sep 4 10:49 PM | 1 Like Like |Link to Comment
  • Millennial Media: Recent Departures And An Uninspiring Hiring Leave Investors Disappointed [View article]
    I just added a ton of MM after reading this. If this is the bear argument, I feel very confident that the selloff is way overdone.
    Sep 4 03:59 PM | 1 Like Like |Link to Comment
  • Is Now The Time To Consider Marrone Bio Innovations? [View article]
    I spent some time looking at this today after an even further drop and still concluded that it is very expensive. Add that to the audit overhang and I am avoiding. Any reason to be optimistic? This has been pumped here since double digits...
    Sep 3 04:58 PM | 1 Like Like |Link to Comment
  • Buy Jive Software At Historic Low Prices [View article]
    I haven't sold since buying. In fact I've been adding on dips. I think it will breakout one day. Seems to be forming a nice bottom here.
    Sep 3 03:33 PM | Likes Like |Link to Comment
  • Update: QuinStreet Earnings [View article]
    This evaluation of QuinStreet does not really address the main issue here.

    Here is the problem for QuinStreet. The company lost all its organic traffic due to a multitude of Google updates the last several years.

    The margins can never increase unless it gets this back. Keyword domains like Insurance.com (one of several QuinStreet owns) are now forced on to PPC to get traffic, paying $50-$100 per click.

    Couple this with the weak for profit education secular market and QuinStreet will continue to just chug along at barely profitable long term as a best case scenario.

    This is why the margins are low and are not likely to improve.

    Its not a short but not a long either. Its really just going nowhere for now until there are some massive algorithm changes that are out of the company's control.
    Sep 3 01:52 PM | Likes Like |Link to Comment
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