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R.J. Chopin

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  • Groupon Valuation Estimates Using Graham Formula [View article]
    Your hypothesis is grossly flawed.

    As mentioned in a previous article, shares of Groupon are seriously undervalued to its peers and intrinsic value and should be trading much higher. Many Wall Street analysts share this opinion.

    A final thought. Google valued Groupon at $6 billion 3 years ago when Groupon's annual revenues were $1.6 billion. Fast forward, Groupon's annual revenues in 2013 were $2.5 billion. Based on Google's valuation, Groupon would be valued at $9.3 billion today or $13.61 per share. Think about it!
    Mar 25 01:19 PM | 7 Likes Like |Link to Comment
  • Groupon: Why Valuation Might Be A Concern At Current Levels [View article]
    Goldman Sachs has a buy on Groupon along with 5 other analyst. Targets from $11 - $16. The facts are in my recent article:

    http://bit.ly/1dwail1

    I am long and will continue to stay with Goldman and the big boys. Just can't agree with your brief argument that lacks documentation and substance.

    George, why is it that of the 300 plus articles you published on SA I can't seem to find any that you disclosed holding a position in?

    Your profile indicates: "Trading frequency: Weekly"?

    Personally, I find that odd.
    Nov 25 01:16 PM | 4 Likes Like |Link to Comment
  • Zynga: The Market Got It Wrong [View article]
    Many years ago a wise older man said to his young protégés "look at the sky, what do you see?"

    The young protégé said, "Looks like storm clouds"

    "Yes," said the old wise man, "But what else do you see?"

    "I see lightning and I hear thunder far off," said the protégé.

    The old wise man sighed and said, "Do you see that beautiful sun rising up in the eastern sky?"

    "Yes," said the young protégé, "But I though you were talking about the storm."

    And so it is with most people. Their focus is always on the storm clouds. But builders, creators, visionaries, leaders, and entrepreneurs always focus on the sun with all its beauty and splendor. They know the storms clouds must bring rain to nourish the land and ultimately produce prosperity.

    Most people are trouble oriented and it is difficult for them to envision anything. But those that are solution oriented are the ones to listen to and follow.

    About 90% of the people can only tell you what's wrong. They seldom if ever know the solution.

    Mattrick and Pincus are in the small 10% that are solution based thinkers.
    Aug 3 02:04 PM | 4 Likes Like |Link to Comment
  • LiveDeal: Are Restaurants Actually Using It? And Other New Information [View article]
    The inferences from your articles, if correct, will have grave consequences. The stock price could collapse below a dollar.
    My understanding is that you are suggesting Live Deal’s clients are fictitious, their headquarters unoccupied, their revenue likely nonexistent and their business model a scam.
    RJ
    Feb 8 01:25 PM | 2 Likes Like |Link to Comment
  • LiveDeal: 50% Downside Possible In This Promoted Stock [View article]
    The “authorized shares” will mysteriously appear in the outstanding shares as the hokus pokus continues and the Notes and Warrants are converted to common shares. Investors need to understand that these guys previously did two 1 for 10 reverse splits so they could manipulate the price and avoid delisting. About a month ago (pre-split adjusted) you were looking at a $0.16 penny stock – but I still like the software and its potential in the right hands. The company has no funding to execute on the software concept.
    Jan 28 06:33 PM | 2 Likes Like |Link to Comment
  • LiveDeal.com Is Not Generating Any Revenue [View article]
    Live Deal is basically a startup website where local merchants (in 4 cities only) can access and create a discount offer that is beamed via email (phone apps coming latter) to subscribers of live deal using GPS to locate them in the neighborhood. This is a great idea and Groupon is already moving in that direction, but LIVE is a long way from being a Groupon. Here are a few thoughts:

    1. How large is the subscription email base that receives these email deals?
    2. How many merchants are using the software to create deals?
    3. What is the response by consumers to each deal (full metrics and demographics)?
    4. What fees are charged to merchants, or consumers?
    5. Is there advertising revenue?
    6. Website Traffic increased 153% last month? If 500 people visit the website each month and a 53% increase equals 765, that's 1265 visitors. I know I visited at lease 10 times trying to see through all the smoke and mirrors. But recent website traffic is a metric for eyeballs that only advertises look at.

    It is most likely counterproductive to LIVE's pump and dump campaign to release any other stats or facts. They are marketing a "vision" as a "reality." Groupon can easily burry LIVE because Groupon has over 60 million apps downloaded. How many does LIVE have? None. Live has no market for their merchants to access like Groupon.

    "Groupon's mobile app (pictured in the upper right-hand corner of this article) is the first cutting edge app with searchable deals featuring up to 50% discounts. With 60 million apps downloaded and growing, this innovative revenue channel is driving Groupon's revenues and will take Groupon to the next level."

    http://bit.ly/1mp3WrQ
    Feb 17 03:25 PM | 1 Like Like |Link to Comment
  • LiveDeal: 50% Downside Possible In This Promoted Stock [View article]
    I researched LIVE and came to the same basic conclusion – OVERPRICED. It should also be noted that they actually have 10 million common shares and not the 3.79 million being reported by yahoo finance. This will change to 30 million after the split.

    "The forward stock split will be effected on NASDAQ at the open of trading on February 12, 2014. In connection with the forward stock split, the Company's authorized shares of Common Stock will also increase from 10,000,000 shares to 30,000,000 shares."

    http://bit.ly/MrlMut

    The disclaimer at SMMG also says:

    Stock Market Media Group may receive compensation and its employees and affiliates may own stock that they have purchased in the open market either prior, during, or after the release of the companies profiled which is an inherent conflict of interest in Stock Market Media Group statements and opinions and such statements and opinions cannot be considered independent.

    The Notes and the Contingent Warrants are mentioned 89 times and next to impossible to understand.

    In spite of all this negativity and hype, the software business model of a restaurant manager sending out discount emails anytime they get slow to potential customers is a concept I love.

    Good Job Mr. Drose
    Jan 28 05:30 PM | 1 Like Like |Link to Comment
  • Groupon: The Must Own Stock For 2014? [View article]
    The following excerpt is from Groupon. Note the part that says "you decide how many new customers you want to bring in."

    You narrative lacks credibility to the extent that even the most gullible reader will question its veracity. Nevertheless, in the event some poor unfortunate soul should be tempted to believe such a tale, a cursuroy review of Groupon's merchant relationship policy will clear the air.

    2. Work with a Specialist to Customize Your Campaign

    Every Groupon deal is the result of collaboration between a Groupon account Specialist and the featured merchant. Account reps provide helpful guidance based on extensive analysis of past deals, and you decide how many new customers you want to bring in. Your rep will ensure that your offer meets your business’s needs without exceeding your capacity.
    Dec 30 11:56 PM | 1 Like Like |Link to Comment
  • Glu Mobile Gives Strong Q4 Guidance And Sees 2014 Full-Year Revenue Up 15 - 20% YOY [View article]
    Total non-GAAP revenue was $20.8 million in the fourth quarter of 2012 compared to $20.1 million in the fourth quarter of 2011. Non-GAAP revenue excludes changes in deferred revenue and amortization of in-process development contracts. (source Glu Mobile ER

    http://bit.ly/16Z588R;highlight=
    Nov 3 01:34 PM | 1 Like Like |Link to Comment
  • Pandora And Mobile Ads, A Touch Too Much: Part II [View article]
    Thanks for the clarification. Makes sense now that you explained.

    Good articles.

    Thanks
    Mar 27 09:08 PM | 1 Like Like |Link to Comment
  • Bazaarvoice: With Legal Troubles Behind It, Look For This Stock To Outperform In 2014 [View article]
    It's Official: Bazaarvoice Sells PowerReviews For $30 Million http://seekingalpha.co...
    Jul 2 04:22 PM | Likes Like |Link to Comment
  • Groupon: Is Irrational Selling Creating A Buying Opportunity? [View article]
    Please read my instablog for more information on the missing article.

    And yes, Groupon seriously undervalued.

    Thanks

    RJ
    Mar 7 05:08 PM | Likes Like |Link to Comment
  • LiveDeal.com Is Not Generating Any Revenue [View article]
    should be 153% and not 53%
    Feb 17 09:47 PM | Likes Like |Link to Comment
  • LiveDeal.com Is Not Generating Any Revenue [View article]
    Well $11.94 is as good as $12, and that was the target. As I post this I am looking $9.28 AH and have a very bad feeling about LIVE. These things never end good for investors. About 11.4 million shares traded and suggest that someone was ringing the register ahead of the weekend. At some point, the trap door will open wide and many investors will be hurt. Stock moved to fast, and to far. Nevertheless, I love the story.
    Feb 14 06:16 PM | Likes Like |Link to Comment
  • Groupon: The Smart Money Is Selling The Stock [View article]
    Goldman Sachs has a buy on Groupon along with 5 other analyst. Targets from $11 - $16. The facts are in my recent article:

    http://seekingalpha.co...

    I am long and will continue to stay with Goldman and the big boys. Just can't agree with your brief argument that lacks documentation and substance.
    Nov 25 12:48 PM | Likes Like |Link to Comment
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