• J Mintzmyer
    GMCR-- witness a momo that finally hit their wall. Results weren't even miserable. Wait for PCLN and CMG for miss-- just once.
    5/2/12
    Reply (11)
    • OneLongTrade: Yet they keep chugging right along! I'm short CMG, but waiting out the inevitable has been a losing trade for years.
      5/2/12
    • J Mintzmyer: Imagine the payoffs of option shorting GMCR. I lost heavy on my AMZN short so I decided to let GMCR pass... Horrible call in hindsight.
      5/2/12
    • OneLongTrade: Indeed, I was pretty sure on a GMCR drop, nothing nearly this severe. Had I had cash handy, I would have surely taken the plunge.
      5/2/12
    • OneLongTrade: I'm hoping LNKD gives me something to work with tomorrow. I wouldn't mind a similar realization that revenue growth is pointless...
      5/2/12
    • J Mintzmyer: Oh well. There are easily 2 dozen plump shorts still out there. I don't think it's too late to get GRPN. PCLN is next week.
      5/2/12
    • realornot: Both PCLN and CMG are screaming short me please.
      5/2/12
    • J Mintzmyer: Not to mention LNKD tomorrow...
      5/2/12
    • realornot: LNKD is very sensitive now at this level.
      5/2/12
    • Josh Krause: LNKD falling apart right in front of the FB IPO? Ballsy call. I agree that it will fall apart but would probably give it one more quarter
      5/2/12
    • OneLongTrade: FB may be a quick boom and bust. Last quarter highlighted declining growth and then this: http://bit.ly/KvnORD. So we'll see...
      5/2/12
    • J Mintzmyer: That q/q decline is bad. FB is actually worth something... $100B, hell no, but still worth $. LNKD is just one FB app away from elimination.
      5/3/12