Paulo Santos

Long/short equity, arbitrage, event-driven, research analyst
Paulo Santos
Long/short equity, arbitrage, event-driven, research analyst
Contributor since: 2011
Company: Arquiconsult
5/26/15
Paulo Santos
Can someone in Southern California check if an Albertsons near them carries Alkaline88 and ask store clerks if that water is moving? $WTER
Just so you know, a commenter added credible feedback on my article: http://seekingalpha.com/a/1wp9y
@thanks Paulo :)
12/24/14
Paulo Santos
On Uber's Valuation And The Laws Uber Breaks http://seekingalpha.com/a/1nkix
12/23/14
Paulo Santos
If You Own A Tesla Model S, Just Don't Dent It! $TSLA http://seekingalpha.com/a/1nh13
12/23/14
Paulo Santos
Update: Going Neutral On Altisource Asset Management Corporation $AAMC http://seekingalpha.com/a/1ngpz
12/23/14
Paulo Santos
Still No Reason To Buy The Dip In Natural Gas http://seekingalpha.com/a/1nhsl
12/22/14
Paulo Santos
For Mellanox The Future Is Arriving And It Isn't Pretty $MLNX http://seekingalpha.com/a/1ndt9
12/22/14
Paulo Santos
Alloy Steel International Earnings For FY2014 And Implications From Q4 FY2014 $AYSI http://seekingalpha.com/a/1ndvh
12/20/14
Paulo Santos
EVs As A Status Symbol, And A Possible Tesla Advantage $TSLA http://seekingalpha.com/a/1ncnl
12/17/14
Paulo Santos
I Don't Think Russia Will Blow Up This Time Around http://seekingalpha.com/a/1n70t
12/16/14
Paulo Santos
Two Large Blood Testing Companies Stand To Be Disrupted $DGX, $LH http://seekingalpha.com/a/1n2il
12/12/14
Paulo Santos
My Two Cents In The Amazon.com Cash Flow/Capital Leases Debate $AMZN http://seekingalpha.com/a/1mwzp
12/10/14
Paulo Santos
When There Are Excess Returns To Be Had, Production Will Come http://seekingalpha.com/a/1mvfv
12/9/14
Paulo Santos
12/7/14
Paulo Santos
Optimism On Restaurants, Retail And Airlines Based On Lower Crude Makes No Sense http://seekingalpha.com/a/1mnat
12/7/14
Paulo Santos
The Present Market Behavior Reminds Me Of The Past http://seekingalpha.com/a/1mn9z
12/6/14
Paulo Santos
Amazon.com's Diapers Are Going To Flop Just Like The Fire Phone $AMZN http://seekingalpha.com/a/1mly7
12/4/14
Paulo Santos
Tesla's New Leasing Program And Its Implications $TSLA http://seekingalpha.com/a/1mh3r
12/3/14
Paulo Santos
What Does Tesla Have In Common With Commodore International? $TSLA http://seekingalpha.com/a/1mei5
12/3/14
Paulo Santos
At The Present Levels, I Am Neutral On Iron Ore http://seekingalpha.com/a/1mfzr
12/2/14
Paulo Santos
Monetise: Is There Value? $MONIF http://seekingalpha.com/a/1mad9
1/22/15
IBM wont buy?
It's always possible that someone dumb might buy them - much like some invested in it. Possible, but not likely.
12/2/14
Paulo Santos
How Much Of A Retail Benefit From Falling Oil Prices? A Back Of The Envelope Calculation $XRT http://seekingalpha.com/a/1matn
12/1/14
Paulo Santos
The Long-Term Implications Of Self-Driving Cars For The Auto-Insurance Industry $BRK.A, $BRK.B, $IAK http://seekingalpha.com/p/23bch
11/28/14
Paulo Santos
Further Observations Regarding The HP Server Debacle $HPQ http://seekingalpha.com/a/1m7kz
11/28/14
Paulo Santos
A Few Quick Observations On Crude http://seekingalpha.com/a/1m8gn
11/26/14
Paulo Santos
HP Earnings Imply Bad News For Intel $INTC http://seekingalpha.com/a/1m4dp
11/26/14
Paulo Santos
The Cloud Is A Long-Term Negative For The Server Market http://seekingalpha.com/a/1m65b
11/24/14
Paulo Santos
Recent Tesla Developments And Their Implications Going Forward $TSLA http://seekingalpha.com/a/1lyq3
11/22/14
Paulo Santos
Amazon Trades For 370 Years Of Earnings, Jack Ma Thinks It Might Not Be Here In 20 $AMZN http://seekingalpha.com/a/1lxu5
11/8/14
Paulo Santos
For those wondering, I'm getting a kidney transplant and will thus be gone for a few weeks more...
11/21/14
Anyway, this takes much longer than I expected, and I think it will STILL be another week ....
11/21/14
Easy does it. The world will not crumble, take the break as allowed. You are not in charge. Enjoy the Meds as well. Best Wishes.
10/30/14
Paulo Santos
Could Amazon.com Have As Many As 1 Million Fire Phones Sitting In Storage? $AMZN http://seekingalpha.com/a/1jzj1
10/29/14
Paulo Santos
Update: Twitch Is Much Smaller Than Expected $AMZN http://seekingalpha.com/a/1juf5
10/29/14
Paulo Santos
Who Is Telling The Truth? Elon Musk Or Wards Auto? $TSLA http://seekingalpha.com/a/1ju4b