Geoff Abbott
Geoff Abbott
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- Salesforce.com: Up To Its Usual Tricks
- Lee Enterprises May Be Worth the Risk
- Bulls Misunderstand the Rackspace Business Model
- Berkshire Hathaway Shares Are Absurdly Cheap
- Apple Needs to Pay a Big Special Dividend or Buy Back Stock
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Our 'Dumb and Dumber' Economic Policy
on Thu, Jun 2, 2011 • 7 Comments
- Salesforce.com No Longer Growing, Despite Revenue Increase
- Just One Stock: Perelman's Conglomeration Isn't Thrilling, But Too Cheap to Resist
- OpenTable Earnings Reaffirm Key Tenets of Short Thesis
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A Time for Caution
on Fri, Apr 29, 2011 • 1 Comment
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Movie Theaters: Predictable Businesses, Favorable Outlook, Reliable Yield, Cheap Stocks
- Kendle Risk-Reward Remains Favorable
- Salesforce.com's Report Highlights Earnings Weakness, Cash Flow Problems
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Perception vs. Reality: Four Reasons to Remain Cautious on U.S. Equities
- Kellogg's Pension Accounting Should Concern Bulls
- Why I'm Neither Bullish nor Bearish on Green Mountain Coffee Roasters
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Facebook's Dubious $50 Billion Valuation
on Tue, Jan 4, 2011 • 7 Comments
- Garmin: Cheap, But Not Yet a Value Stock
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Single Mandate for the Fed?
on Tue, Nov 23, 2010 • 4 Comments
- Salesforce.com: Revenue Growing Rapidly, Earnings Stagnant
- Kendle International: Outlook Improving, Valuation Compelling
- Thoughts on Shorting in General, OpenTable in Particular
- Salesforce.com: Land Acquisition an Unjustifiable Waste of Money
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What Is the Value of a Dollar?
on Fri, Oct 29, 2010 • 10 Comments
- The Likely Effects of QE2
- Salesforce.com: Difficult to Justify Share Valuation
