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  • Watch Your Head, The Sky Is Falling [View article]
    We think investors need to have a sense of the political environment to be able to make intelligent decisions about the economy and stock market. The debt crisis is a huge reason the market is going up and down so dramatically, so it's odd that you don't want analysis on these topics. At the end of the day, fiscal and monetary policy have massive implications for corporate earnings. Hence, we follow it like a hawk and then analyze it.

    This then informs our investment decisions. At least you'll like half of what we write!
    Jul 9 10:13 AM | 7 Likes Like |Link to Comment
  • Facebook Investors: Your Nightmare Has Just Begun [View article]
    Colin Lea,

    We agree with the "boring" assessment. We have done some off-the-cuff surveys with friends and family and the feedback has been consistent: facebook is becoming less cool and not used as much. People are getting sick of the same old stuff on there. Also, we hear that Twitter and Pinterest are where all the "cool kids" are going.
    Jul 31 05:37 PM | 4 Likes Like |Link to Comment
  • Watch Your Head, The Sky Is Falling [View article]
    Hi JMBishop,

    Love the "I am always a bear that realizes he has to be in the game to make money." Great quote, and insightful. It's good to be cautious -- "trust but verify" in a way. But you are right, getting scared and running away is usually the wrong answer. Even in our negative stance, we have 40% of the fund in the market.
    Jul 9 10:15 AM | 4 Likes Like |Link to Comment
  • Facebook Investors: Your Nightmare Has Just Begun [View article]
    Hi creeper74,

    You are spot on. We are not saying that Facebook is a good or bad business model, just highlighting the face that all the shares coming to market will create a tidal wave of selling and pressure the stock.

    Life does get harder when you go public!
    Jul 31 05:34 PM | 3 Likes Like |Link to Comment
  • Facebook Investors: Your Nightmare Has Just Begun [View article]
    Hi SexyJon,

    We agree that people go to Facebook to engage in mindless activity, not focus on clicking ads. This is a flaw in the business model. We have a business and don't want to advertise on Facebook because the users are not there to engage with most brands. They care about photos of baby pictures, wedding rings, and drinking at a bar.
    Jul 31 05:22 PM | 3 Likes Like |Link to Comment
  • Salesforce.com Grossly Overvalued [View article]
    Rackspace's churn is 0.9% on an annual basis, so that seems good to us. RAX is also growing 30% yoy, which is all organic. CRM is buying revenue growth now.
    Jul 11 03:41 PM | 3 Likes Like |Link to Comment
  • Why I'll Never Short Salesforce.com [View article]
    I am surprised by the size of the rally. Marc Benioff is so disgustingly sales-like on the conference call it's hard to listen.
    Nov 21 12:36 PM | 2 Likes Like |Link to Comment
  • Everything You Need To Know About LinkedIn's Q2 2012 Earnings [View article]
    That is true. It seems like showing knowledge is also a better way for recruiters to get a true sense of someone's skill set. The world is being democratized with easy access to publishing, etc., so perhaps we continue to aggressively move in this direction.

    As a portfolio manager, I would much rather see research that someone has written vs. a static resume saying how much they love the market and stocks. I want to see how they think and communicate.
    Aug 3 11:21 AM | 2 Likes Like |Link to Comment
  • Facebook Investors: Your Nightmare Has Just Begun [View article]
    For sure! We actually force ourselves to assess the opposite thesis once we own / short a stock so we are always looking to protect against confirmation bias.
    Aug 1 11:46 AM | 2 Likes Like |Link to Comment
  • Facebook Investors: Your Nightmare Has Just Begun [View article]
    Hey David,

    We totally agree. When we are talking to folks about Facebook, only the 40+ crowd is excited for it these days.
    Aug 1 11:46 AM | 2 Likes Like |Link to Comment
  • Facebook Investors: Your Nightmare Has Just Begun [View article]
    Thanks for the insight from your business! We find Google to be better as well. Surely some companies have great success on $FB - like brands that are fashion / food / or more "fun". But this makes the market for ads a lot smaller than most people envisioned a few months ago.

    But your point is well taken.
    Jul 31 06:40 PM | 2 Likes Like |Link to Comment
  • The Most Important Information From Amazon's Q1 [View article]
    Rackspace had 34% EBITDA margin in 2011, so your claim that hosting is a low-margin business is inaccurate.
    May 11 01:40 PM | 2 Likes Like |Link to Comment
  • The Market's Going Higher Regardless Of The Election [View article]
    No kidding my article is just an opinion. Unless I am Moses from the Mountain Tops, this is just one man's opinion. Just like your comments are an opinion.

    I am not sure what you are getting at.
    Oct 17 02:59 PM | 1 Like Like |Link to Comment
  • Why I'll Never Short Salesforce.com [View article]
    That actually sounds like a solid short thesis. Too bad I just swore off never shorting CRM!!!
    Oct 17 02:57 PM | 1 Like Like |Link to Comment
  • Why I'll Never Short Salesforce.com [View article]
    I'm pretty sure it was Keynes.

    http://on.ft.com/T0udw5

    I like the Titanic analogy!
    Oct 17 11:43 AM | 1 Like Like |Link to Comment
COMMENTS STATS
239 Comments
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