Seeking Alpha
  • Intangible Valuation
    There is a lot of very dumb money in $TRLA, it is selling at over 12 times 2012 *REVENUE * and its still running at a loss --
    2/13/13
    Reply (11)
    • Renmycat!: are you considering a short on this stock? if so, how? through options or the common? im waiting for the lustre to wear off 1st, then short
      2/13/13
    • Renmycat!: also speaking of stocks selling huge multiples of revenues, have you considered short on $WDAY? i havent done it yet, but will
      2/13/13
    • Intangible Valuation: I'll take a look at $WDAY but as for TRLA I actually made a decent profit from shorting it once before (when $Z had bad results).
      2/13/13
    • Intangible Valuation: I would short the common probably, but I agree, we have to wait for the lustre to wear off. I think it will be apparent when that time comes
      2/13/13
    • Intangible Valuation: If its never apparent, then there will be other pitches to swing at.
      2/13/13
    • Easy European: Short $TRLA, Long $Z? $Z appreciated much less than $TRLA YTD despite much better earnings
      2/17/13
    • Intangible Valuation: Z makes money at least... so that is a start. But both companies are speculative. Invest at your own risk.
      2/17/13
    • BruceWayne1976: 41% shares were short in Zillow and 18% in Trla. These stocks had a huge short covering. in 30 days lock up periods expire in TRLA
      2/17/13
    • Renmycat!: this week may be a good time to really consider entry points into some short positions, not sure when short interest comes out.
      2/17/13
    • Renmycat!: think it is 2 business days after the 15th? and nasdaq.com shows it after that, within 8 business days? anyone?!
      2/17/13
    • Long-Short Value: $Z trades at 23 times Revenue, but it is slightly profitable (.18 a share last year)
      8/6/13