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Deja Vu

 
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  • Court ruling permits Yelp to manipulate ratings [View news story]
    Yelp will be making more offers that businesses can't refuse. It's "our thing".
    Sep 5 06:50 AM | 1 Like Like |Link to Comment
  • Twitter gains after CFO hints at major product changes [View news story]
    so long as whatsapp remains ad free it will remain after text, voice, email, the 4th most convenient option. who needs twitter group chat?
    Sep 4 03:14 PM | Likes Like |Link to Comment
  • Tibco +6% AH; strategic review officially launched [View news story]
    Thanks Chris...TIBX has been on the block for a while now regardless of Loeb...no takers so far I think...mgmt is now basically hanging out the biggest "For Sale" sign and attaching balloons...soon there will be a "Buy Here, Pay Here" sign too.
    Sep 4 11:21 AM | Likes Like |Link to Comment
  • Tibco +6% AH; strategic review officially launched [View news story]
    I thought loeb was in the stock and this thing was on the block a while ago. why the 6% pop?
    Sep 3 05:00 PM | 1 Like Like |Link to Comment
  • IBM Vs. Social Media: Real Financial Engineering [View article]
    You might have two babbling people being wheeled around, being fed from a spoon and having their diapers changed. Difference is one might be one year old and the other might be 100 years old. There's a lot of expectations for the one year old, not much for the 100 year old.

    IBM is organically declining, FB, for all its overvalued exuberance is increasing revenues by leaps and bounds. The overhang for IBM is not so much EPS manipulation but lack of revenue growth. Declining revenues have a way of steeply accelerating at some point. Much sharper than longs usually expect.

    IBM looks like a has been...
    Sep 3 06:20 AM | 2 Likes Like |Link to Comment
  • Mindsets And Valuations Are Mimicking The Dot.com Bubble [View article]
    For bubbles to form these conditions must be present

    1. A narrative for why the companies swept up in the bubble are so extremely valuable based on future sales

    2. A explanation for why this time it is different

    3. Smart whales pumping it up until the retail arrives like moths drawn to the flame

    Retail is very emotional and if you read the responses to your article above, you can see them regurgitating the 1 & 2 above, which has been fed to them by the whales.

    Add in boatloads of emotion & denial which will make them hang on to the stock in the initial steps of the bubble bursting and which will transform into despair at the fullest depth of the market crash and lead to panic selling at the lowest prices.

    Bubble tops are marked by euphoria. There is plenty around TSLA, GILD, LNKD, and yes FB too, YELP, etc etc etc
    Sep 2 06:30 PM | 2 Likes Like |Link to Comment
  • China getting tougher on pyramid schemes [View news story]
    my guess would be that certain unnamed MLM's have paid off the bureaucrats in China to clear the field of their locally grown competition.
    Sep 2 01:57 PM | Likes Like |Link to Comment
  • Apple partners with credit card companies for iPhone wallet [View news story]
    I would support something that makes it harder for the wife to shop and pay, not something that makes it easier...
    Sep 2 12:32 PM | 2 Likes Like |Link to Comment
  • Rousing upgrade on Tesla Motors from Stifel Nicolaus [View news story]
    I place a target of $0 in the brokerage account of the retail investors in this stock.
    Sep 2 12:10 PM | 1 Like Like |Link to Comment
  • Apple partners with credit card companies for iPhone wallet [View news story]
    NFC payments - an inconvenient solution hunting for a already solved problem (credit cards)....
    Sep 2 07:15 AM | 1 Like Like |Link to Comment
  • Chesapeake Granite Wash - Seriously, This Junk Is Worth $11 Per Share? [View article]
    I get a cynking feeling when I read 0.5B market cap company trading 300k in volume being written about as a potential short. The danger is that the short thesis may be very well founded, therefore luring in the small investor who does some due diligence.
    Aug 30 11:02 AM | Likes Like |Link to Comment
  • Apple sends out invites for Sep. 9 event [View news story]
    full circle would mean we are back at the same place....a half circle would mean places were switched...
    Aug 28 02:23 PM | 4 Likes Like |Link to Comment
  • Apple sends out invites for Sep. 9 event [View news story]
    If there is no 5.5" phone on September 9, it's going to tank big time
    Aug 28 02:13 PM | Likes Like |Link to Comment
  • Gilead Sciences: Due For More Short Squeezing? [View article]
    Don't short squeezes usually lead to a spike not a plateau?
    Aug 27 09:15 AM | Likes Like |Link to Comment
  • Gilead: Earnings Forecast Justifies $140 Price Target [View article]
    Yes, practices will love the ASP plus 6% pricing from Medicare on $84,000.
    Aug 26 09:05 PM | Likes Like |Link to Comment
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