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  • Mattersight Should Be Bought Before Earnings [View article]
    Computers + humans - perfect together!
    Jul 29, 2015. 02:09 PM | Likes Like |Link to Comment
  • Should Investors Fly Far Away From Wingstop? [View article]
    IPO Candy is worried too - Don't let the title fool you - was fully valued at the original price...

    http://tinyurl.com/o5v...
    Jun 29, 2015. 08:34 AM | Likes Like |Link to Comment
  • Cachet Financial: An Undiscovered SAAS And Financial Services Play [View article]
    There's a question here about margins as well. Peering into the current P&L is a little worrisome. However they could "grow into better margins over time."
    Jun 29, 2015. 08:30 AM | 1 Like Like |Link to Comment
  • A Response To The Skeptics On NXT-ID [View article]
    I agree that marketing needs to be addressed. In fact I don't think they have a head of marketing now, so they are doing as well as they can with very limited resources since the focus of everything now is the product itself. I'd expect more serious and professional marketing efforts to be implemented in Q3 heading into the holiday shopping season. That should be the major commercial ramp for the Wocket where they may need to make large volumes.
    Jun 24, 2015. 07:38 AM | Likes Like |Link to Comment
  • Intermap CEO: The Opportunity Is Bigger Than We Ever Imagined [View article]
    I wonder if they are doing a conference call on this? I guess it will be covered in their next quarterly release. Definitely interesting technology.
    Jun 24, 2015. 07:35 AM | Likes Like |Link to Comment
  • Bird Flu Infects Post Holdings - Shares Are Poised To Plummet [View article]
    So far this has worked out very badly. The shares have been on a tear since the day this came out. I agree with the analysis but obviously the market is looking at this stock very differently and apparently is willing to "look through" what may be transient issues.

    Has anyone has time to compare the recent statements from management suggesting that they won't have any further declines in EBITDA and the situation is contained with the analysis above and any other external datapoints.

    Sometimes you're right and it doesn't work out so that's fine. But if we think there is much more to this then shorting after the stock has moved up 20% in two weeks could be attractive.

    Others have said this trade is "too crowded" already with shorts to work no matter what the fundamentals do. Another point to consider.
    Jun 19, 2015. 10:08 AM | Likes Like |Link to Comment
  • Bird Flu Infects Post Holdings - Shares Are Poised To Plummet [View article]
    Even if this stock doesn't "plummet" I think it's a great short because they appear to be on the wrong side of most trends. Bird Flu/egg problems are salsa on the omelette. Having a short on this one against longs that are positioned better with superior management and fundamentals is the way to go.

    IMO as interest rates go up and/or growth slows there are a number of companies that will only tread water. Restoration Hardware (RH) jumps to mind here as well.

    Gotta run some screens this weekend. Market feels heavy to me.
    Jun 5, 2015. 10:02 AM | 1 Like Like |Link to Comment
  • Apple To $140 By End Of May: It's A Mathematical Problem [View article]
    So the point is "Apple is a good company and the market might go higher and so you should own Apple." Okay but not sure where the analysis is there.

    I agree with being long Apple because 1) the continue to gain share (not in units but in gross profit) and 2) it's not expensive.

    I understand the Android/iOS argument (have an Android phone myself) but I think it misses the point that many, many of the most valuable users and potential customers are on iOS. So it's a true platform with huge value. Android offers a ton of value too but it's different.

    I'm curious to see how Microsoft does over the next five years. I think they have a chance to turn it around but it has to start with or include mobile where they seem pretty absent. Business still runs on MS Office even after all this time...
    May 17, 2015. 09:39 AM | 8 Likes Like |Link to Comment
  • Apple: Continuing iPhone Strength Demolishes Bear Case [View article]
    Apple keeps gaining share and will continue to do so until other products exist that are materially better - hasn't happened yet. No reason to sell until that situation changes. All the other stuff Cook v Jobs, Android units, just noise IMO.
    May 15, 2015. 10:47 AM | 9 Likes Like |Link to Comment
  • 2014: A Lost Year For Marrone Bio Innovations [View article]
    I've tried to like this company but the seem infected by bad execution and a lousy attitude. Maybe the low stock price and threat of delisting will get a fire under them. Seems like a good acquisition target based on the existing products and pipeline potential - fire the whole management team of course.
    May 12, 2015. 08:25 PM | Likes Like |Link to Comment
  • 2 Reasons Ignite Restaurant's Near-Term Turnaround Is More Brisk Than You Think [View article]
    Looks like the Crab House business is a disaster if you go read the reviews on Yelp. They have a ton of work to do in order to turn it around. If management can do it the stock would work well. Oversold now so not much risk here.
    May 6, 2015. 11:12 AM | Likes Like |Link to Comment
  • The Future Of Seeking Alpha, From One Contributor's Perspective [View article]
    I've been on SA since the earliest days, even sponsored some content back then. Not a heavy user now but rooting for them big time. I'd love to be able to use it more as a platform for something other than marketing a subset of our work.
    Mar 26, 2015. 06:22 AM | 1 Like Like |Link to Comment
  • GoPro Is On Vessel [View article]
    Interesting article. I've been short $GPRO fro some time now and realize that video is a market in flux. $GPRO has a strong position in cameras to be sure which if it can be leveraged into something more durable like a media channel the shares would find a real foundation. I'm a little skeptical but your article suggests the company is having some tactical success in executing the strategy.
    Mar 26, 2015. 06:17 AM | Likes Like |Link to Comment
  • A Response To The Skeptics On NXT-ID [View article]
    We're working on a fuller update note but worth noting that the company continues to make progress toward commercial scale and shipments. Early units have gone out which will give the Wocket a first use in the "real world" of actual customers.

    The company is working through the final steps in preparing to deliver against pre-orders and scale up throughout the Spring.

    Link to press release: http://prn.to/1CrAXfn
    Mar 17, 2015. 10:33 AM | Likes Like |Link to Comment
  • Care.com: An Online Marketplace Of 13 Million Members [View article]
    So what is the company about? They bought a well respected payment processor that is the only profitable part of their business? The rest of care.com seems anything but good at service if you read the online reviews and forums from care givers.

    Brand strategy? Community? (like YELP or ETSY) Competitive advantages? They told a great story to get the IPO done and have since been a huge disappointment since.

    No position on either side of this one. I guess if I were an early investor I'd be happy with the management team allowing me to sell stock into the hype but as a real investor they are not creating value and fail to grasp strategy and how the internet works.
    Mar 12, 2015. 09:14 PM | Likes Like |Link to Comment
COMMENTS STATS
503 Comments
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