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Jeffrey Walkenhorst
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Jeffrey Walkenhorst
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Sonic Foundry's Mediasite Makes Life Easier
on Jan 05, 2010
•
YHOO
,
EBAY
,
SOFO
•
Comment!
Missed NutriSystem's Run? Try Weight Watchers
on Dec 20, 2009
•
WTW
,
NTRI
•
Comment!
Youbet.com: Rising Share Price for Churchill Downs Implies More Value
on Dec 15, 2009
•
UBET
,
CHDN
,
ISCA
•
2 Comments
Sonic Foundry: To Believe or Not to Believe (in the Mediasite Franchise)?
on Dec 07, 2009
•
CA
,
LMT
,
QADI
•
Comment!
Bidz.com: Don't Overlook the Value of E-Commerce Investment
on Dec 03, 2009
•
BIDZ
,
NILE
,
PETS
•
Comment!
How's the Economy Doing? November's 'Look Under the Hood'
on Nov 25, 2009
•
PETS
,
EBAY
,
AOB
•
11 Comments
Sonic Foundry: Mediasite Franchise Value Remains Unrecognized by Market
on Nov 24, 2009
•
CSCO
,
ADBE
,
AONE
•
13 Comments
Time to Go to Cash... Or Is It?
on Nov 18, 2009
•
JWN
,
WMT
•
7 Comments
AOB's Cash Generation Provides Backstop to Earnings Miss
on Nov 17, 2009
•
AOB
,
SCR
,
SNY
•
3 Comments
Youbet Waves White Flag and Surrenders to Churchill Downs
on Nov 12, 2009
•
UBET
,
CHDN
•
Comment!
Youbet.com: Growth Potential and Cash, Cash, Cash
on Nov 11, 2009
•
UBET
,
PETS
,
CHDN
•
6 Comments
Youbet.com: Online Gambling Sees Potential Catalyst as Las Vegas Reels
on Oct 29, 2009
•
UBET
,
WYNN
,
LVS
•
2 Comments
Netflix Buying Back Shares with No Room for Error
on Oct 25, 2009
•
NFLX
,
UBET
,
BIDZ
•
1 Comment
PetMed Earnings Come Up Short
on Oct 19, 2009
•
PETS
•
1 Comment
PetMed Express: The Type of Business We Like to Own
on Oct 19, 2009
•
PETS
•
4 Comments
Tech / Online Trends: The Strong Get Stronger in e-Commerce
on Oct 11, 2009
•
CSCO
,
IBM
,
AMZN
•
2 Comments
Blue Nile: Trading on Thin Air
on Oct 04, 2009
•
BIDZ
,
NILE
,
UBET
•
3 Comments
Youbet Back in the Bargain Bin
on Sep 09, 2009
•
UBET
,
CHDN
,
NILE
•
2 Comments
Bidz.com: Incredible Discount Provides a Margin of Safety
on Aug 27, 2009
•
BIDZ
,
NILE
,
AMZN
•
4 Comments
How's the Economy Doing? A Look Under the Hood in August
on Aug 21, 2009
•
EBAY
,
YHOO
,
JCOM
•
7 Comments
Youbet.com: Q2 Misses, Still Profitable with Top-Line Growth
on Aug 13, 2009
•
UBET
,
CHDN
,
MGM
•
Comment!
Bid on Bidz.com for Its Solid Business Model
on Aug 10, 2009
•
BIDZ
,
NILE
,
AMZN
•
Comment!
j2 Global Results Confirm That eFax Lives On
on Aug 07, 2009
•
JCOM
•
Comment!
Don't Dismiss American Oriental Bioengineering's Franchise Value
on Aug 07, 2009
•
AOB
•
1 Comment
Youbet: Still an Attractive Stock, Despite the Decline
on Aug 07, 2009
•
UBET
,
CHDN
•
Comment!
Short j2 Global at Your Own Peril
on Aug 03, 2009
•
JCOM
,
QCOM
,
CSCO
•
4 Comments
Questioning Berkshire Hathaway's BYD Purchase: Long-Term Economics?
on Jul 24, 2009
•
BRK.A
,
BRK.B
,
TM
•
20 Comments
PetMed Express: Results Reaffirm Franchise's Strength
on Jul 20, 2009
•
PETS
•
3 Comments
PetMed Express: A Fantastic Franchise
on Jul 19, 2009
•
PETS
,
AMZN
,
DSCM
•
5 Comments
Youbet.com: Free-Cash-Flow Yield, Fundamentals Support Valuation
on Jul 19, 2009
•
UBET
•
Comment!
American Oriental: Established Pharma with Large, Steady Free Cash Flow
on Jul 14, 2009
•
AOB
,
JNJ
,
SNY
•
3 Comments
Why Hazardous Waste Companies Are Hazardous to Your Portfolio
on Jul 06, 2009
•
CLH
,
ECOL
•
1 Comment
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BFLY
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BRK.A
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BYD
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CA
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CLH
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CRM
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EBAY
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ECOL
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FCH
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GOOG
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HEV
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HMC
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HST
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IBM
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IT
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MAR
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MRK
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NILE
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NLY
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NOK
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NSRGY.PK
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NTRI
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NVS
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ONT
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PEI
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PENN
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PETS
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QADI
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QCOM
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REG
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RPT
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SCHW
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SCR
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SHO
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SLG
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SNY
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SOFO
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SPG
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STMP
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SUI
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TADBF.PK
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TM
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TRI
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UBET
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UDR
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VNO
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VPRT
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WMT
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WRI
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WTW
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WYN
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WYNN
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YHOO
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ZLC
Latest Comments on Jeffrey Walkenhorst's Articles
Jeffrey Walkenhorst
on
Youbet.com: Rising Share Price for Churchill Downs Implies More Value
: Hi GP44 - I posted a brief bit on my blog - Wacky Trading Offers...
more »
GP44
on
Youbet.com: Rising Share Price for Churchill Downs Implies More Value
: Any thoughts on the weakness into the close today??
more »
Jeffrey Walkenhorst
on
Sonic Foundry: Mediasite Franchise Value Remains Unrecognized by Market
: bouncingcat: "SOFOD, OBAS, VCST.OB, RNWK, and some now deceased...
more »
Jeffrey Walkenhorst
on
Sonic Foundry: Mediasite Franchise Value Remains Unrecognized by Market
: Hi Justin, share count was reduced by factor of 10, so trading...
more »
Jeffrey Walkenhorst
on
Sonic Foundry: Mediasite Franchise Value Remains Unrecognized by Market
: Hello Tim, thank you for your insightful comments, feedback, and...
more »
Tim Siglin
on
Sonic Foundry: Mediasite Franchise Value Remains Unrecognized by Market
: I have to agree with BouncingCat about the ability to compare...
more »
Tim Siglin
on
Sonic Foundry: Mediasite Franchise Value Remains Unrecognized by Market
: Jeffrey, thanks for the plug for my article "Navigating the...
more »
bouncingcat
on
Sonic Foundry: Mediasite Franchise Value Remains Unrecognized by Market
: SOFOD confuses me a bit as an investor. The lack of licensing...
more »
Jhbeck
on
Sonic Foundry: Mediasite Franchise Value Remains Unrecognized by Market
: Jeffrey, Quick question for you....Is there any particular reason...
more »
bouncingcat
on
Sonic Foundry: Mediasite Franchise Value Remains Unrecognized by Market
: Certainly SOFOD has opportunity to become a very good investment...
more »
Jeffrey Walkenhorst
on
Sonic Foundry: Mediasite Franchise Value Remains Unrecognized by Market
: PS - better phrasing re: split is this: IN A SENSE, the split had...
more »
Jeffrey Walkenhorst
on
Sonic Foundry: Mediasite Franchise Value Remains Unrecognized by Market
: Hi bouncingcat, Thanks for your comments -- appears you know the...
more »
Leftfield
on
How's the Economy Doing? November's 'Look Under the Hood'
: It seems to me Ebay has become oxymoronic. It isn't quite an...
more »
eBay +++
on
How's the Economy Doing? November's 'Look Under the Hood'
: Leftfield thanks for diligently following my posts, if I get a...
more »
Leftfield
on
How's the Economy Doing? November's 'Look Under the Hood'
: Ebay+++, When you visit an SA site, all anti-Ebay comments pick...
more »
Latest Comments on Jeffrey Walkenhorst's Articles
Latest Comments on Jeffrey Walkenhorst's Articles