Chris Moreno, CFA
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Why Zynga's Real-Money Gaming Opportunity Is Smaller Than The Bulls Believe
- Zynga Competes In One Of The Most Unattractive Markets I've Ever Seen
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4 Key Trends Pressuring Zynga's Business--And The Numbers To Back It Up
- LinkedIn's Q2 2012 Earnings Showed A Significant Growth Slowdown, But Most Analysts Missed It
- 2Q Earnings Could Be The First Crack In The LinkedIn Growth Story - 50% Downside Risk
- Recommendation Update: Expect A 19% IRR For Bank Of America, But With More Downside Risk
- U.S. Bancorp's Greatness Is Priced In
- Wells Fargo: 3rd Best Large-Cap Bank Stock Offering Mid-Teen Returns And Limited Downside
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Own JPMorgan For The Second Best Risk/Reward Profile In The Banking Sector
- Own Citi For A 20% IRR With Limited Downside - Most Compelling Large-Cap Bank
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Forget The Warrants, Just Go Long Bank Of America For The Best Risk / Reward
- Why You Need To Own BAC - 20% Expected IRR With A Sufficient Margin Of Safety
- Explaining An Unjustifiable Valuation - Why Wall Street Is Incentivized To Prop Up LinkedIn
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Why Amazon's Valuation Hasn't Mattered And Why That's About To Change
- A Numerical Look At What's Built Into Amazon's Valuation
- 49 Red Flags--Heavy Insider Selling
- Analyst Errors Overstate LinkedIn's Valuation By Over 30%