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Charles Moscoe

 
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  • Liquidity Services Is In For The Long Haul For Those Investors With Iron Stomach [View article]
    Wow, just looking back I took a lot of heat here. I never suggested shorting it but said STAY AWAY and like I said could happen it did indeed DROP IN HALF. I hope people listened. This business model is completely flawed and the company is a failure.
    Dec 8, 2014. 01:08 PM | Likes Like |Link to Comment
  • Why I Expect WTI To Go Back To $100 [View article]
    Strong long term secular trend against oil. Although short term it could easily bounce back well over $100. I think there is a greater chance of retesting the 2009 $40 level first however.
    Dec 4, 2014. 12:45 PM | 2 Likes Like |Link to Comment
  • TheStreet +7.6%; activist discloses stake, takes aim at Cramer [View news story]
    Hard to argue with the content of the letter.
    Dec 3, 2014. 11:08 PM | Likes Like |Link to Comment
  • Ctrip Priced At Greater Than Perfect In An Inherently Risky Chinese Market [View article]
    As usual the street was a little late to factor in the margin compression that I noted on August 11, following the well received Q2 report. Sentiment now clearly negative.
    Dec 2, 2014. 11:36 AM | Likes Like |Link to Comment
  • Ctrip Priced At Greater Than Perfect In An Inherently Risky Chinese Market [View article]
    As a "sell the news" type of guy, I did note that the PCLN news looked like the blow-off top. Simply a muted reaction. Looks like I was right. Its all air below here now. No reason to cover yet.
    Dec 2, 2014. 11:33 AM | Likes Like |Link to Comment
  • Short Cheniere Energy After This Meteoric 3000% 4-Year Run [View article]
    Obviously Seth Klarman's record speaks for itself and its true he has a large position in LNG, but its hard to make conclusions based on his filing without additional information. Its also hard to make his traditional value argument here. Where was he before the 3000% rise?
    Nov 29, 2014. 09:04 AM | 1 Like Like |Link to Comment
  • Laredo Petroleum: Focus On Solid Well Results [View article]
    Updated thoughts? What is LPI's cost per barrel? Any hedges? Which producers (if any) sold off unfairly today?
    Nov 28, 2014. 06:53 PM | Likes Like |Link to Comment
  • Short Cheniere Energy After This Meteoric 3000% 4-Year Run [View article]
    There is no possible way this is undervalued. And the collapse of oil prices destroys the economics that the LNG thesis is predicated on. If anything I would pile on this short even more now. Matt is going long as a contrarian bet but I would much rather make the bet on SD for instance.
    Nov 28, 2014. 06:36 PM | Likes Like |Link to Comment
  • Short Cheniere Energy After This Meteoric 3000% 4-Year Run [View article]
    This is not where I would get long. It has run from $0.30 on mostly hype and fluff.
    Nov 28, 2014. 04:47 PM | Likes Like |Link to Comment
  • 10,000 And Beyond: SA Contributor Community Update [View article]
    Thanks for the update, Colin. This has sure come a long way quick. Keep up the great work!
    Nov 27, 2014. 10:36 AM | Likes Like |Link to Comment
  • Creative Edge Nutrition's Latest PR Stunt Leaves Shareholders Dazed And Confused [View article]
    You are delusional if you believe that there will ever be a "hostile takeover" of a marijuana penny stock that has virtually no sales or assets. Something like this has never happened in the history of public markets.
    Nov 23, 2014. 01:30 AM | 4 Likes Like |Link to Comment
  • Creative Edge Nutrition's Latest PR Stunt Leaves Shareholders Dazed And Confused [View article]
    For the stock to hit a dollar like you say it will, the value will be $5B. Think about that for a second...
    Nov 21, 2014. 11:10 AM | Likes Like |Link to Comment
  • Watch Rocket Fuel Crash-Land On Wednesday's Earnings Report [View article]
    You still short?
    Nov 20, 2014. 07:38 PM | Likes Like |Link to Comment
  • Creative Edge Nutrition's Latest PR Stunt Leaves Shareholders Dazed And Confused [View article]
    If there is a business just as bad or worse than marijuana it is the supplement biz. Highly competitive and extreme regulatory enforcement.
    Nov 20, 2014. 02:35 PM | Likes Like |Link to Comment
  • Creative Edge Nutrition's Latest PR Stunt Leaves Shareholders Dazed And Confused [View article]
    Even at $0.02 this company is still being valued at $100M. So plenty of room for it to still drop. I don't think its worth $1M. Certainly nobody would ever pay that for it, only delusional retailers.
    Nov 20, 2014. 11:49 AM | 4 Likes Like |Link to Comment
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