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Time To Short MicroStrategy?
- MicroStrategy is going through both a management and product transition with some serious unknowns about restoring growth and margin.
- The shares have not corrected and discount everything going well over the next 12 months.
- An informed eye would say they will have trouble, particularly in expanding into the identity and access market.
- The company will survive, but the shares are vulnerable to a sell-off as investors wait for more positive results.
Glu Mobile Earnings Report Marks Real Progress
- Glu Mobile (GLUU) reported a strong March quarter with $47M in sales (up 90% YoY), which beat consensus by $10M.
- Guidance for the full year 2014 has been increased to between $155M and $161M, but remains conservative based on commentary.
- Acquisition of PlayFirst for about $15M adds what should be a new $10-15M+ franchise at an attractive valuation. Location and culture should also fit.
- With a market capitalization of $325M, the shares of GLUU are still at an early stage of recognition that its growing platform approach to mobile games is working.
A Good Case For Keating Capital
- Business development companies are trading at a big discount to NAV due to the market swoon.
- This is a temporary condition and will right itself over time.
- Of the group we note that Keating Capital has outstanding management, a 33% discount to NAV and attractive yield.
- NXT-ID Mobile-Bio Platform Enables M-Commerce
- The Cinedigm Content Library - Powering Netflix, iTunes, Amazon And YouTube
- Cloud Security Is Another Enterprise Market Microsoft Is Going After
- Angie's List Survives A Citron Assault... So Far
- Amazon - What If Valuation Mattered?
- Cinedigm Offers A Leveraged Way To Play Digital Films And Software
- Harris & Harris Group - A Nanotech VC For The Everyman
- PetroLogistics Delivers 9.58% Yield In A Tough Enviornment
- A Closer Look At The Vringo Patent Ruling
- Information Security Sector Update
- Vringo Stock Doubles On Patent Potential
Bazaarvoice: A Bizarrely Unprofitable Play On Social Commerce
Mar. 2, 2012 • Comment!
- Finding A Bottom In First Solar
- ZAGG Inc: Nano-Based Coatings May Make A Strong Case
- Harris & Harris Group: Compelling Value In Nanotech
- Connected Consumer: Vringo
- Solid Summer Of Execution And Growth For Cinedigm
- Money Flow Coming To Equities
- Thought Leader Interview With Cinedigm CEO Chris McGurk
- The e-G8 Meeting: Internet's Growing Political and Social Role
- Positives and Negatives of the Pandora Story: Our Intrinsic Valuation Estimate
- Microsoft: Lose Ballmer and see the $30's; Hire a Gerstner and see the $40's
- What the e-G8 Could Mean for Internet Development
- What Does It Take to Support a $100 LinkedIn Price?
Solazyme Pre-IPO Report: Synthetic Nanobiology Comes of Age
May. 19, 2011 • 1 Comment
- Harris & Harris and the Nanotech Renaissance
- Cinedigm: A Micro Cap Play on Digital Cinema
- Why Berkshire Has a Breach
- A First Look at IPass