• Joshua Chin
    $P; are you providing another entry for me for some puts?
    5/1/14
    Reply (10)
    • Trader's Profit Compass: shoot me a note when you are going to pull the trigger
      5/1/14
    • Joshua Chin: haha. You give me a lot of respect!! I'll be watching it closely. The market is getting frothy, and I only like my cappuccino's frothy ha!
      5/1/14
    • dgulick: P currently priced for dismal April listener metrics (out next week), I'm adding to my long, I think they show continued engagement growth
      5/1/14
    • Joshua Chin: Thank dgulick; I like to hear both sides. Do you mind telling me how you are calculating "April metrics are priced out"? Thanks!
      5/1/14
    • dgulick: just my gut that much of this pullback is due to the "slowing growth" meme echoing about the news/blogosphere.
      5/1/14
    • dgulick: quarterly was pretty solid, rev up +69% y/y, expenses only up +45% y/y, top & bot beat, guidance up (though slight), sell off overdone IMHO
      5/1/14
    • dgulick: Also lateral moves (concerts) showing promise http://on.wsj.com/1fwOBmy
      5/1/14
    • dgulick: As for listener metrics, about to comp to cap months so y/y about to jump (Mar y/y listener hrs was only +15%, Apr y/y will be +27% or so)
      5/1/14
    • dgulick: Though active user flat/slide may continue (I predict slight uptick, but have had to revise my model down over the past 3 months)
      5/1/14
    • dgulick: (this metric is less meaningful than engagement in my opinion, but the street sure disagrees!)
      5/1/14
      From other sites