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  • Ollie's Bargain Outlet prepping for IPO [View news story]
    This company linked at all to Building 19 (which recently went bankrupt)? Because the text and font and everything on the website looks exactly the same
    Jul 10, 2015. 11:20 AM | Likes Like |Link to Comment
  • Taco Bell rolls out delivery option at 200 stores [View news story]
    Why would anyone in their right mind pay to have taco bell delivered?
    Jul 9, 2015. 02:32 PM | Likes Like |Link to Comment
  • Monitise trading down as it issues fourth revenue warning in a year [View news story]
    This was once the Dougie Kass pick of the year. HAHA
    Jul 6, 2015. 04:35 PM | Likes Like |Link to Comment
  • GoDaddy Is Worth A Second Look [View article]
    Calculations are wrong. $325 Estimated EBITDA for 2015, means an EV/EBITDA ratio of 17.3x on 2015 #'s or with EBITDA growing 20% a year, 14.5x 2016 Estimated EBITDA.
    Jun 24, 2015. 04:59 PM | Likes Like |Link to Comment
  • Cozying Up To Cosi Restaurants: A Cheap Way In To 2015's Piping Hot Restaurant Sector [View article]
    i would agree that the food costs are a concern, but the goal here is obviously not to be the next subway. there is obviously a client that will pay a premium for better food, and this does tend to work well in lunch focused markets like downtown working areas. Yet while I would also agree that the Cosi concept won't work everywhere, I do believe that it can work well in suburban areas, mostly surrounded by small businesses/large corporations that have a large contingency of workers that eat out for lunch. Walking distance is best (obviously) which is why RJ's downtown locations have done well. But take a look at how COSIs menu is evolving and you can see that they are moving more and more towards what Panera is doing---which is fine with me. Panera's model works.
    Jun 24, 2015. 02:08 PM | Likes Like |Link to Comment
  • Cozying Up To Cosi Restaurants: A Cheap Way In To 2015's Piping Hot Restaurant Sector [View article]
    http://bit.ly/1NbuDJz
    Jun 24, 2015. 01:55 PM | 1 Like Like |Link to Comment
  • Cozying Up To Cosi Restaurants: A Cheap Way In To 2015's Piping Hot Restaurant Sector [View article]
    What a dumb argument. Subway is one of the most successful franchises of all time. However i would by no means compare COSI to Subway. Aside from Subway recently introducing guacamole to its sandwiches, the comparisons end there. First, the food doesn't stink. At least in my opinion it's actually pretty good. Plus, city rats don't know what food they are eating? What does that even mean? Dude lay off the crack please. RJ's successful locations in Boston are in the heart of the financial district. Apparently, those that are educated and in higher paying jobs would rather eat crap versus lower class suburbanites. I guess those suburbanites would opt for Panera, which in my opinion is about on par with COSI. Sure maybe COSI wasn't close to Panera's offerings in the past, but they are slowly but surely making their way. Have you tried the new bowls? Go do it please and report back.
    Jun 24, 2015. 12:45 PM | 1 Like Like |Link to Comment
  • LinkedIn up another 3.1%; Icahn mentioned in rumors [View news story]
    Your comment is just way off base Chris. Linkedin is really the only tool anyone is using to connect (aside from email) with anyone recruiting for a position. If you are using Linkedin now you're ahead of the game. Valuation on the other hand..thats a different story.
    Jun 3, 2015. 09:18 AM | 1 Like Like |Link to Comment
  • Q1 GDP revised down to -0.7% [View news story]
    interesting---can you point me to where you find information on this?
    May 29, 2015. 09:06 AM | Likes Like |Link to Comment
  • Exploration Could Pay Off With Capitol Acquisition Corp. II [View article]
    allright, thanks! so i don't see anything here that says there's a year maturity...everything indicates a 5 year maturity....and from my math a cap on gain of about 431% at the current warrant price. not bad.
    Apr 13, 2015. 03:26 PM | Likes Like |Link to Comment
  • Exploration Could Pay Off With Capitol Acquisition Corp. II [View article]
    Hmm.so just wondering why the securities are labeled with that expiration date?
    Apr 13, 2015. 02:46 PM | Likes Like |Link to Comment
  • Exploration Could Pay Off With Capitol Acquisition Corp. II [View article]
    Because if that's a 5 year expiration, that's a fairly cheap way to play the stock, but at a year and with that cap it's way overpriced.
    Apr 13, 2015. 02:19 PM | Likes Like |Link to Comment
  • Exploration Could Pay Off With Capitol Acquisition Corp. II [View article]
    Help on the warrant. I see an expiration for 5/15/16 in my Merrill Brokerage. When I read the filings, it sounds like there is a 5 year expiration on the warrants. Not sure if i missed something. Also, should be noted there is a $24 cap on the warrants i found, where the company can exercise at that point.
    Apr 13, 2015. 02:15 PM | Likes Like |Link to Comment
  • Renewable Energy Trade Board: The Most Interesting Solar Company That Nobody Knows [View article]
    http://bit.ly/1alyWV0

    this is an old article but it appears this company really has a very sketchy past. I'm not touching this with a ten foot pole.
    Apr 8, 2015. 12:34 PM | 1 Like Like |Link to Comment
  • Renewable Energy Trade Board: The Most Interesting Solar Company That Nobody Knows [View article]
    Shawn are they set up as a VIE? (assuming they are)

    Assuming they are set up as a VIE--What makes you think that they wouldn't just siphon all of the assets into some subsidiary in a far far far away remote company/subsidiary somewhere in China?

    I love the analysis but have to look a something with a grain of salt when a company has completely turned off the US Reporting lights.
    Apr 8, 2015. 12:20 PM | 1 Like Like |Link to Comment
COMMENTS STATS
81 Comments
56 Likes