Seeking Alpha

Charles Moscoe

 
View Charles Moscoe's StockTalks BY TICKER:
  • Charles Moscoe
    Sizmek: The Profitable Ad Tech Company That Nobody Is Talking About $SZMK http://seekingalpha.com/a/1ij4d
    Oct 8, 5:00 AM
    Reply
      • Charles Moscoe
        Another JiveX (external community) win for $JIVE http://t.co/cfy0K9urRG #JiveWorld @JiveSoftware @csuitenetwork
        Oct 7, 9:39 PM
        Reply
          • Charles Moscoe
            Salesforce.com has the most annoying and persistent telemarketers ever. Ran a Desk.com trial a year ago and still get 10 calls a month. $CRM
            Oct 7, 3:17 PM
            Reply
              • Charles Moscoe
                As I said weeks ago, the rumored $PUBGY buyout of $CRTO would never happen. There is no acquisition demand for arbitraged media ad networks.
                Oct 7, 3:16 PM
                Reply
                  • Charles Moscoe
                    As predicted the $FB Atlas is a dud. No publisher support. Long live independent open stack Sizmek MDX $SZMK http://bit.ly/1qbUa8e
                    Oct 7, 3:01 PM
                    Reply
                      • Charles Moscoe
                        Somebody spent $300k on 9000 Jan 16 $GTAT calls today after the bankruptcy announcement. Is there a chance the equity will have value?
                        Oct 6, 8:14 PM
                        Reply (5)
                      • View all 5 replies
                        • willr314: Really great article by Paul Santos: http://seekingalpha.com/a/6tyf
                          Oct 6, 9:41 PM
                        • willr314: another good article on Q of equity value in bankrupt companies (remember from other article, ch. 11 only) http://buswk.co/1tttbXW
                          Oct 6, 9:44 PM
                          • Charles Moscoe
                            Why are people still buying $GTAT? Seems like a no-brainer short here at $110M equity w/ zero value. Am I missing something?
                            Oct 6, 7:56 PM
                            Reply (8)
                          • View all 8 replies
                            • NY Capital: 30% gain today only cut short sellers return from 90% to 87%. Smart shorts will cover now.
                              Oct 7, 10:29 AM
                            • NY Capital: They will come back to short again when the price goes up to $2 range.
                              Oct 7, 10:30 AM
                              • Charles Moscoe
                                Looks like $RSH lives. Moscoe again proves the doubters wrong against all odds. http://seekingalpha.com/n/1315n
                                Oct 3, 9:17 AM
                                Reply
                                  • Charles Moscoe
                                    Hedge funds using yesterday's $ANGI pump to dump massive positions: http://bit.ly/YUPkpA
                                    Oct 2, 3:54 PM
                                    Reply (1)
                                    • Gedankonomist: Eagle Asset Management Sells Out of Angie's List ($ANGI) http://tinyurl.com/khyn8ab
                                      Oct 3, 10:47 AM
                                      • Charles Moscoe
                                        Brightcove Is A Pure Play On The Rapid Secular Growth Of Online Video $BCOV http://seekingalpha.com/a/1hxy5
                                        Sep 24, 3:19 AM
                                        Reply
                                          • Charles Moscoe
                                            Online Video Advertising Is Exploding Ahead Of TV, Search, And Most Other Digital Ad Markets http://read.bi/1C6bNyQ $BCOV $YUME
                                            Sep 22, 4:32 PM
                                            Reply
                                              • Charles Moscoe
                                                Trading Note: $WLT has seen only 2 green and a whopping 23 red days in the past 25 trading sessions.
                                                Sep 19, 12:03 AM
                                                Reply
                                                  • Charles Moscoe
                                                    $CNQR deal proves why you cannot short any enterprise "cloud" stock no matter how ridiculous the valuation. DEEP VALUE --> $RUBI $JIVE $BCOV
                                                    Sep 18, 6:16 PM
                                                    Reply
                                                      • Charles Moscoe
                                                        Silly comparison between established and very profitable marketing suite $CNVR and new money losing DSP $FUEL. Don't understand this one?
                                                        Sep 11, 5:15 PM
                                                        Reply (1)
                                                        • D-struction: I agree but whatever makes the stock go up.
                                                          Sep 11, 5:39 PM
                                                          • Charles Moscoe
                                                            $RUBI had a VERY well received presentation today at the Goldman Sachs event. Look for renewed interest in the only pure programmatic play.
                                                            Sep 11, 1:32 PM
                                                            Reply
                                                              • Charles Moscoe
                                                                Am I the only one confused by the $AAPL iWatch? What can it do that my iPhone cant? I was disappointed to see it is not even waterproof.
                                                                Sep 10, 10:15 PM
                                                                Reply (9)
                                                              • View all 9 replies
                                                                • Charles Moscoe: Fundamentally I don't understand the product. Unless it replaces the need to carry an iPhone (which it doesn't). Would somebody carry both?
                                                                  Sep 11, 9:14 AM
                                                                • Charles Moscoe: Among geeks, Apple isn't cool. Geeks use Android. And if you aren't a geek why would you want this watch? Looks like the screen will scratch
                                                                  Sep 11, 9:16 AM
                                                                  • Charles Moscoe
                                                                    The most steady stock in the past 6 weeks has to be $BCOV. It has spent 95% of its time within a 1% range. Long @$6 as a CONVICTION holding
                                                                    Sep 10, 4:28 PM
                                                                    Reply
                                                                      • Charles Moscoe
                                                                        Huge 6x normal volume reversal today in $VCRA. Think we finally found a bottom here. This is a Q3 play as I think guidance is sandbagged.
                                                                        Sep 10, 4:28 PM
                                                                        Reply
                                                                          • Charles Moscoe
                                                                            Fire Phone fail already discounted in the $AMZN stock price, along w/ CFO leaving unexpectedly and the new $2B debt. Nothing to see here.
                                                                            Sep 9, 7:28 PM
                                                                            Reply (1)
                                                                            • ReligiousWacko: iPhone 5c for free versus 99cents for Fail Phone. Not to mention Apple Pay making Amazon payments even less likely to pay off.
                                                                              Sep 9, 7:56 PM
                                                                              • Charles Moscoe
                                                                                $JIVE call today, CEO guides FY2014 to $175M-$180M w/ current guidance at $172M-$176M it's a material raise. Somehow the market missed this.
                                                                                Sep 9, 5:10 PM
                                                                                Reply