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Jay Unni

 
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  • Momentum Stock Bust Is Self-Reinforcing
    Thu, Mar. 27 CRM, DDD, FB 21 Comments

    Summary

    • Quantitative Easing, low interest rates, and low revenue growth from major companies created the environment for excessive valuations for momentum stocks.
    • Momentum stocks include social networking stocks (LNKD, FB), 3D Printing Stocks (DDD, SSYS), cloud computing stocks (CRM, WDAY), TSLA, and NFLX.
    • These stocks exhibit high share-based compensation and high share issuance figures in support of growth. Examples from each industry are analyzed.
    • Declines in share price or changes in the macroeconomic environment may result in self-reinforcing busts, where fundamental growth ability is damaged.
  • Traditional Stock Analysis Will Not Work For Tesla Motors
    May. 26, 2013 TSLA 102 Comments
  • 3D Systems Corporation: The Boom Isn't Over
    May. 10, 2013 DDD 9 Comments
  • Tesla Motors: Long Now, Short Later
    Apr. 25, 2013 TSLA 81 Comments
  • 3D Systems Corporation: Implications Of Stock Price Reflexivity
    Dec. 21, 2012 DDD 15 Comments
  • The iShares Philippines ETF: Tapping One Of The Last Bull Markets
    Oct. 23, 2012 EPHE 2 Comments
  • The Buckle Is On Sale
    Jun. 13, 2012 BKE 33 Comments
  • BNCCorp: A Cigar Butt That's Worth The Risk
    Jun. 5, 2012 BNCC 6 Comments
  • Why I Just Sold FactSet Data Systems
    Jun. 1, 2012 FDS 6 Comments
  • Green Mountain Coffee Roasters: After The Bust, What Next?
    Jan. 25, 2012 GMCR 8 Comments