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Dustin Moore  

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  • Stephen Curry Is Under Armour's Billion-Dollar Man [View article]
    I wonder if $UA's very public bid for Durant was a deliberate ploy to force millions from $NKE's budget to leave room for $UA to pick up more of the lesser known names.
    Apr 25, 2015. 11:54 AM | 1 Like Like |Link to Comment
  • AT&T Clearance Sale Going On Now [View article]
    Thanks for the tip. Great work here Chris!
    Apr 23, 2015. 12:31 PM | 2 Likes Like |Link to Comment
  • AT&T Clearance Sale Going On Now [View article]
    Thanks for the tip. Great work here Chris!
    Apr 23, 2015. 12:31 PM | 2 Likes Like |Link to Comment
  • It's A MARA-Thon, Not A Sprint In The Patent Monetization Space [View article]
    Such great depth of analysis here, while still being grounded in fact and conservative assumptions. Thank you.
    Jan 29, 2015. 09:24 AM | 6 Likes Like |Link to Comment
  • Update: Under Armour Q3 Earnings [View article]
    So you were bearish on the stock before earnings, but you were "...expecting a $100 million to $300 million increase in the full year guidance"? That would be an extremely bullish assumption for someone who was bearish.
    Oct 23, 2014. 03:50 PM | 4 Likes Like |Link to Comment
  • Update: Marathon Patent Blows Away Analysts' Estimates With Record $13.5M In Q3 Revenue [View article]
    Great discussion all. MARA appears well positioned. If they continue to execute at a high level, the market will take notice, eventually. The realized numbers will speak for themselves.
    Oct 7, 2014. 01:09 PM | 1 Like Like |Link to Comment
  • Update: Marathon Patent Blows Away Analysts' Estimates With Record $13.5M In Q3 Revenue [View article]
    Thanks for the reply.
    While I largely agree with you, MARA shouldn't be the last company to worry about dilution. They will dilute. They need the cash. But I don't disagree about the magnitude of it (hopefully). I'm trying to fully understand the stocks lack of movement based on the revs..which seem enormously positive.
    Oct 7, 2014. 11:26 AM | Likes Like |Link to Comment
  • Update: Marathon Patent Blows Away Analysts' Estimates With Record $13.5M In Q3 Revenue [View article]
    MG,
    What are you thoughts on dilution? Thanks.
    Oct 7, 2014. 09:38 AM | Likes Like |Link to Comment
  • 21Vianet Group Exposed [View article]
    Great setup this AM. Good work again here.
    Sep 10, 2014. 10:10 AM | 1 Like Like |Link to Comment
  • Update: Marathon Patent Announces Favorable USPTO Ruling And Acquisition Of Patent Assets [View article]
    Excellent developments.
    Sep 10, 2014. 08:13 AM | Likes Like |Link to Comment
  • Sungy Mobile Q2 '14 Earnings Preview: GOMO A No-Go [View article]
    Again GOMO has problems, but they are still the 4th largest by download and 2nd highest revenue generating app company in the world on GooglePlay. They could be smoke an mirrors with the numbers, but AppAnnie independently validates that they are generating a very significant amount of money from these apps.
    http://bit.ly/1vXtRrw
    Aug 30, 2014. 09:43 PM | Likes Like |Link to Comment
  • Sungy Mobile Q2 '14 Earnings Preview: GOMO A No-Go [View article]
    Nice work Trinity.

    I will say there is plenty of issues with GOMO. Active users shrunk (albeit only slightly). However, I will say Sungy is still a top company as far as downloads as of July.
    This is iOS and Google combined. GOMO has no iOS products as far as I'm aware so showing up on this list gives them some credibility still. Valuations may make this a bit more interesting if they can grow the user base again.

    http://bit.ly/1nLAzvw
    Aug 30, 2014. 07:53 PM | Likes Like |Link to Comment
  • Turnaround Happening At magicJack [View article]
    All true Jeff. I did buy a small amount recently as the price seemed to have found a bottom. IF they can turn things around even a little, there is plenty of room upwards with such depressed valuations.

    I will be watching the Telefónica deal closely as I think that has the most potential in the mid-term, rather than app monetization.
    $CALL has NEVER formally sold MJ devices outside the US...until now. Telefónica will purchase devices from us branded as magicJackGO and sell into 4,000 proprietary Movistar mobile retail stores. It’s also anticipated that Telefónica will act as our distribution partner selling the magicJackGO to an incremental 5,000 third-party retail doors such as Wal-Mart and Copal in Mexico.
    Aug 30, 2014. 12:38 PM | 2 Likes Like |Link to Comment
  • Turnaround Happening At magicJack [View article]
    Thanks for the reply.
    I agree we need to see how Q3 and, more importantly, how Q4 pans out. But isn't the transition from plus to GO largely irrelevant? Anyone can download the app regardless if they have a magicJack device or not.
    They spent $$ updating the app and the download rate decreased due to making users register for free. I'm just wondering how they are going to get these app users to pay for a service if asking them to sign up for free made many think twice about using the service (even after said service was improved with the "refresh"). I'm just hoping they can differentiate themselves enough in this space.
    Aug 21, 2014. 03:24 PM | Likes Like |Link to Comment
  • Turnaround Happening At magicJack [View article]
    Nice post. Why the lack of much (or any?) discussion of wireless 4G data access? I'm assuming that isn't a focus any longer.
    Aug 20, 2014. 02:27 PM | 1 Like Like |Link to Comment
COMMENTS STATS
286 Comments
164 Likes