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Jonathan Verenger  

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  • The Future Of Greece, The Euro And The Impact On Global Markets [View article]
    James - Do you have any concerns about valuations in some sectors like the biotechs? see this article, which shows a PE for the biotech sector of 100 or so (apparently iShares doesn't include money losing companies in their calculation of PE which this article covers):

    http://bit.ly/1H8EECw

    I'm a bit concerned about this spilling over to the broader indexes.
    Jul 7, 2015. 01:13 AM | Likes Like |Link to Comment
  • The Makings Of A Biotech Bubble [View article]
    Bubble? What bubble? Take a look at the monthly charts of regn, pcyc, hznp, rcpt, xon...lol
    Jun 24, 2015. 12:05 AM | Likes Like |Link to Comment
  • Why EnerNOC Deserves A Second Look Despite Recent Poor Earnings [View article]
    The EIS segment does look interesting. Comps like $crm $athn $data etc that have SaaS subscription models trade at 7 to 15x annual revenues. I wonder if ENOC management knows this and is looking to spin off this division. If it trades at peer valuations it could be worth $20 to $30
    Jun 18, 2015. 05:57 PM | 1 Like Like |Link to Comment
  • Buy Zillow Ahead Of Massive Growth [View article]
    What is the trajectory of sales per client? ie what was it in 2012, 13, 14? If memory serves me right they were breaking this info out by cohort so that would give us some insight into whether or not the $4,300 will be expanding over time. I believe part of the bullish thesis on Z is that spending will migrate to mobile/online over time and that will ultimately expand the addressable market
    Jun 17, 2015. 06:31 PM | 1 Like Like |Link to Comment
  • Take A Bite Of The Wingstop IPO [View article]
    Only trading at 80-85x earnings today. What a bargain! Nuts how much people are paying for these companies.
    Jun 12, 2015. 12:59 PM | Likes Like |Link to Comment
  • Netflix: The Case For $1500 By 2020 [View article]
    That's an annualized return of around 19%...not exactly outlandish.
    May 27, 2015. 08:41 PM | 1 Like Like |Link to Comment
  • The Market Could Turn Bloody [View article]
    Too opinionated of an article for me I prefer stats / facts
    May 24, 2015. 02:36 PM | 1 Like Like |Link to Comment
  • IAC/InterActiveCorp Management Discusses Q1 2015 Results - Earnings Call Transcript [View article]
    I see you negative on iaci in every article. I'm assuming you're short?
    May 12, 2015. 09:30 PM | Likes Like |Link to Comment
  • Fossil's guidance creates some worry [View news story]
    The apple watch is going to be DOA
    May 9, 2015. 09:13 AM | Likes Like |Link to Comment
  • Keurig Green Mountain misses by $0.02, misses on revenue [View news story]
    Lol yeah he missed that
    May 6, 2015. 07:52 PM | Likes Like |Link to Comment
  • Update On Virgin America [View article]
    Isn't 10 / 53 nearly 20% growth?
    Apr 24, 2015. 01:12 AM | 1 Like Like |Link to Comment
  • Alfa Romeo Is The Final Piece In The Jigsaw For Fiat Chrysler's Brand Strategy [View article]
    Marchionne made mention of Ferrari "slipping into 2016" FYI
    Apr 20, 2015. 01:32 PM | 1 Like Like |Link to Comment
  • A Recent IPO With A Medical Breakthrough For Blindness Worth Billions [View article]
    It seems only fair to mention a stock like MDVN which is up 2000% in the past 3 years when mentioning MDB.
    Apr 14, 2015. 02:01 PM | Likes Like |Link to Comment
  • A Recent IPO With A Medical Breakthrough For Blindness Worth Billions [View article]
    I've seen this mentioned several times but I haven't seen people bearish on MDB mention MDVN for whatever reason: http://onforb.es/1IIPHs9
    Apr 14, 2015. 01:59 PM | Likes Like |Link to Comment
  • Sell The PGA Digital Ally News Long-Term [View article]
    Can I get my 5 minutes back from reading this?
    Apr 12, 2015. 12:16 AM | 1 Like Like |Link to Comment
COMMENTS STATS
402 Comments
362 Likes