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Deep Dive Analysis Of Rackspace's Q3
on Thu, Nov 22, 2012 • RAX • 5 Comments
Why I'll Never Short Salesforce.com
on Wed, Oct 17, 2012 • CRM • 70 Comments
The Market's Going Higher Regardless Of The Election
on Wed, Oct 17, 2012 • CAT, CMI, CTL • 32 Comments
The Flood Of Facebook Shares Is Coming - Grab Your Ark
on Tue, Oct 16, 2012 • FB • 51 Comments
Why Chipotle Is My Biggest Position
on Fri, Oct 12, 2012 • CMG • 47 Comments
Rackspace: The Best Business Model In The World
on Tue, Oct 2, 2012 • RAX • 6 Comments
Deep Dive Into Red Hat's Q2 2013
on Tue, Oct 2, 2012 • RHT • Comment!
EOG Resources Has Nearly 60% Upside Potential
on Fri, Aug 10, 2012 • EOG • 15 Comments
Ford Europe Stinks - But That's OK
on Thu, Aug 9, 2012 • F • 25 Comments
Sourcefire Valuation Pricing In Aggressive Growth
on Wed, Aug 8, 2012 • FIRE • Comment!
Everything You Need To Know About LinkedIn's Q2 2012 Earnings
on Fri, Aug 3, 2012 • AMZN, FB, LNKD • 21 Comments
Amazon Has Yet To Show The Benefits Of Scale - Will It Ever Happen?
on Thu, Aug 2, 2012 • AMZN • 20 Comments
Facebook Investors: Your Nightmare Has Just Begun
on Tue, Jul 31, 2012 • GOOG, GRPN, ZNGA • 108 Comments
Chipotle's 21% Decline: A Classic Market Overreaction
on Wed, Jul 25, 2012 • PNRA, SBUX, WFM • 18 Comments
Understanding TJX's Fair Valuation
on Sun, Jul 15, 2012 • WMT, TJX • 10 Comments
Google Does Cloud: Should We Care?
on Fri, Jul 13, 2012 • AMZN, RAX, GOOG • 16 Comments
Red Hat Will Thrive Over The Next Decade
on Thu, Jul 12, 2012 • MSFT, ORCL, RAX • Comment!
Salesforce.com Grossly Overvalued
on Wed, Jul 11, 2012 • MSFT, ORCL, RAX • 91 Comments
The American Investor's Love Affair With Chipotle
on Wed, Jul 11, 2012 • TEVA, CMG • 6 Comments
AutoNation Worth $46
on Mon, Jul 9, 2012 • ABG, AZO, CEO • 7 Comments
Watch Your Head, The Sky Is Falling
on Mon, Jul 9, 2012 • CTL, ED, OXY • 10 Comments
Buy A Chipotle Burrito, Not The Stock
on Wed, Jun 27, 2012 • JACK, PNRA, YUM • 12 Comments
How New Competitors Will Hurt Rackspace
on Wed, Jun 27, 2012 • AMZN, RAX, DELL • 17 Comments
Based On Latest Earnings, Red Hat Is Fairly Priced At $55
on Tue, Jun 26, 2012 • ORCL, SAP, RHT • 2 Comments
Econ 101 Helps Explain Facebook Flop
on Mon, May 28, 2012 • FB • 5 Comments
Facebook: This Is The Bet You Are Making
on Thu, May 17, 2012 • AAPL, GOOG, LNKD • 12 Comments
Rackspace: A Cold-Blooded Analysis Of Q1
on Tue, May 15, 2012 • AMZN, CTL, EQIX • 11 Comments
The Most Important Information From Amazon's Q1
on Thu, May 10, 2012 • AMZN • 39 Comments
A Deep Dive Into LinkedIn's Q1 And How You Can Justify The Valuation
on Tue, May 8, 2012 • LNKD • 16 Comments
Hey, Groupon: We Want More Financial Transparency
on Mon, May 7, 2012 • LNKD, RAX, GRPN • 8 Comments
The Most Important Information From LinkedIn's 1Q 2012
on Mon, May 7, 2012 • LNKD • 4 Comments