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Edward Schneider, CFA  

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  • Carrier Network Virtualization Conference Highlights
    Editors' Pick • Dec. 18, 2014 ALU, AMZN, CIEN 2 Comments

    Summary

    • Software Defined Networks are a new paradigm.
    • First adopters are data centers.
    • Containerization trend may hurt VM demand.
  • POET Technologies Revisited
       • Sep. 27, 2014 POETF 61 Comments

    Summary

    • POET Technologies bear write-up last week received a lot of commentary.
    • This article takes a deeper dive into POET.
    • High-level technical experts were consulted.
  • 10 More Overvalued Shorts
    Sep. 15, 2014 ATSR, CANV, CBCA 50 Comments

    Summary

    • Each stock has a market cap of $0.2B to $1.0B.
    • No real revenues, bleeding cash, and dysfunctional businesses.
    • Fundamentally they should go to zero.
  • 5 New Extremely Overvalued Shorts
    Sep. 2, 2014 BLCK, CBCA, CBIS 33 Comments

    Summary

    • Each stock has a market cap of $1B or more.
    • No real revenues, bleeding cash, and dysfunctional businesses.
    • Fundamentally they should go to zero.
  • KiOR's Epitaph
    Editors' Pick • Aug. 8, 2014 KIOR 17 Comments

    Summary

    • KiOR was a short recommendation that fell 99%.
    • Insights on what made KiOR a compelling short are below.
    • And whether or not KiOR is still worth shorting.
  • Reflections From The Road (Part II)
    Editors' Pick • Jun. 5, 2014 AKAM, AVID, CHYR 3 Comments

    Summary

    • Conferences and company visits shine light on upcoming technology trends.
    • Discussions with hyper-growth pre-IPO candidates.
    • Investment insights into Cisco and other tech stocks.
  • Attunity: Time Is On Our Side
       • May. 24, 2014 ATTU 11 Comments

    Summary

    • Attunity is building operating momentum for 2015, which is not reflected in the current stock price.
    • The company has shown the ability to compete against far larger rivals.
    • Exceptional revenue growth could drive shares higher.
  • Sequans Communications: Is The Stock Crash Overdone?
    May. 11, 2014 SQNS 41 Comments

    Summary

    • Sequans stock has crashed 56% from its March peak.
    • A lot of bad news is priced in.
    • And we are adding to our position at current levels.
  • CEVA: An Update After Disappointing Q2 Guidance
    May. 8, 2014 CEVA 2 Comments

    Summary

    • CEVA stock corrects in the past week following disappointing Q2 guidance.
    • Short-term pain.
    • Long-term gain.
  • Poly Shield Technologies: An Overvalued Short - An Update
    Apr. 10, 2014 DSOX 5 Comments

    Summary

    • Poly Shield's 10K reveals more red flags.
    • The company is dysfunctional with no product revenues, mounting losses and debt, and no full-time employees.
    • SHPR shares are overvalued and essentially worthless.
  • Sequans Communications: Public Stock With Venture-Like Multiple Returns
       • Mar. 11, 2014 SQNS 19 Comments

    Summary

    • Sequans is an early leader in the multi-billion dollar single-mode LTE market opportunity.
    • Impressive design wins with Verizon among others, can create at least a 2x - 4x stock boost.
    • Sequans is a high-risk/high-return stock. So investors should read the risks in the article before buying.
  • CEVA: A Good Time To Buy - A Deeper Dive
    Editors' Pick • Feb. 27, 2014 CEVA Comment!
  • CEVA: A Good Time To Buy
       • Feb. 22, 2014 CEVA 7 Comments
  • Poly Shield Technologies: An Overvalued Short
    Feb. 14, 2014 DSOX 5 Comments
  • Shorting Overvalued OTCBB Stocks - Results And Advice
    Feb. 10, 2014 ABKI, AMZZ, AXCG 6 Comments
  • 3 New Overvalued Shorts
    Editors' Pick • Feb. 6, 2014 AZRH, GAWK, DSOX 8 Comments
  • Carrier Network Virtualization Conference Takeaways
    Dec. 23, 2013 CSCO, CYNI, EBAY 3 Comments
  • The Next Big Thing
    Nov. 13, 2013 ARMH, ATTU, CAMP 6 Comments
  • Firsthand Technology Value Fund: A Different Perspective
    Sep. 6, 2013 SVVC 22 Comments
  • Choosing Your Game
    Aug. 15, 2013 ATTU, INTC, ORCL 3 Comments
  • It's Shorting Season
    Aug. 7, 2013 AMZZ, NETE, PRKR 30 Comments
  • SDN World Conference Notes
    Editors' Pick • Jun. 17, 2013 ALU, AMZN, CIEN 3 Comments
  • Tech Trends: Reflections From The Road (Part I)
    Editors' Pick • Mar. 15, 2013 AMZN, ATTU, BIRT 12 Comments
  • 2 Overvalued Pseudo-Pharmaceuticals Revisited
    Feb. 27, 2013 RCPI, TXMD 20 Comments
  • Star Scientific And TherapeuticsMD: 2 Overvalued Pseudo-Pharmaceuticals
    Dec. 21, 2012 RCPI, TXMD 29 Comments
  • Abakan Update: An Overvalued Pipe Dream
    Editors' Pick • Dec. 20, 2012 ABKI 3 Comments
  • Solar Industry Overview: Manz - Large Upside Potential
    Nov. 26, 2012 MANZF 6 Comments
  • Yoc: Large Upside In A Hypergrowth Market
    Nov. 5, 2012 HIPPQ, MM, VELTF 2 Comments
  • Parrot: Accelerating Growth And Revaluation
    Nov. 2, 2012 PAOTF 3 Comments
  • Mobile Advertising: The Next Big Thing?
    Aug. 24, 2012 AAPL, HIPPQ, FB 15 Comments
  • 5 Overvalued Short Candidates
    Jul. 30, 2012 CRVW, PABL, SGMZ 1 Comment
  • Abakan: An Overvalued Short Candidate (Part II)
    Jun. 26, 2012 ABKI 9 Comments