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  • Why Marin Is An Undervalued Growth Company - And Why Insiders Are Using The Opportunity To Buy [View article]
    Good info., Charles. Nothing better than to be an happy investor and customer at the same time.
    Aug 22 04:51 PM | Likes Like |Link to Comment
  • Sweet Are The Uses Of Adversity In The Forest Of Elizabeth Arden [View article]
    I think the upside is that the market is speculating a eventual buyout from Rhone. Basically, if the current investment does not work out, Rhone may just double down to take a whole thing and reinstall the management.

    This is probably is the biggest selling point of buying RDEN now. After all, a buyout is possible.
    Aug 21 04:22 PM | Likes Like |Link to Comment
  • Independent Ad Tech Opportunities With Extremely Negative Market Sentiment [View article]
    You are right. This is not a really booming business. They just cut price to win market share. I am sure ADP uses the same philosophy to charge higher price. At the end of day, they lost some business to smaller players such as WDAY. I don't think switching HCM vendors is that difficult. It is much easier than switching core information system vendors.
    Aug 21 09:07 AM | Likes Like |Link to Comment
  • Independent Ad Tech Opportunities With Extremely Negative Market Sentiment [View article]
    WDAY would be a great short once it shows signs of sales growth slowdown.
    Aug 21 08:45 AM | Likes Like |Link to Comment
  • Sweet Are The Uses Of Adversity In The Forest Of Elizabeth Arden [View article]
    I won't buy RDEN unless the current CEO steps down. I can't imagine the organization could be really turned around with him. He could not even answer analysts' questions in a sensible way.
    Aug 21 08:39 AM | Likes Like |Link to Comment
  • Why Marin Is An Undervalued Growth Company - And Why Insiders Are Using The Opportunity To Buy [View article]
    Martin, how can I agree with you more on this? It is excellent for you to mention that even the management didn't realize the competitiveness decline. I have frequent contact with senior management of a few companies. I was shocked by the ignorance of many. Once they are in their positions too long, they no longer open their eyes as they should. Not to mention many management choose not admit loss of competition until the very last minute.
    Aug 19 10:58 AM | 1 Like Like |Link to Comment
  • Why Marin Is An Undervalued Growth Company - And Why Insiders Are Using The Opportunity To Buy [View article]
    Norman, you have pretty good overview on MRIN, but I feel it is a blunder to buy FUEL for long-term now. FUEL belongs to the category of stocks hammered for good reasons.

    The magnitude of slowdown is beyond any possible temporary slowdown. There is no remedy to fix the company quickly. It will be on trend to become the next MM.

    Also, the segment FUEL operates in is very dangerous. There is little stickiness to its customers.
    Aug 19 10:31 AM | Likes Like |Link to Comment
  • Why Marin Is An Undervalued Growth Company - And Why Insiders Are Using The Opportunity To Buy [View article]
    Norman, very good takeaways on the software value. After all, that's what it is all about. You mentioned you tested the testimonials. Have you seen other competitors' software? Do they add more value to their customers? I appreciate your inputs.
    Aug 19 09:48 AM | Likes Like |Link to Comment
  • Rhone Capital takes a stake in Elizabeth Arden [View news story]
    Don't be confused by the EA brand. Elizabeth Arden only contributes a slight portion of revenue to the company. Most of its revenue comes from celebrity fragrance, which is why they screw up so badly.

    Also Elizabeth Arden has cashed its brand for so long. Its reputation is not near as good as 15 years ago.
    Aug 19 09:25 AM | Likes Like |Link to Comment
  • Why Marin Is An Undervalued Growth Company - And Why Insiders Are Using The Opportunity To Buy [View article]
    Martin, this is a very well written article. You analyze the pros and cons neutrally.

    I specifically like you said "Without having first hand access to Marin’s customers it is difficult to build an assessment of this risk." I think this is what investors need to do. Many other ad tech stocks displayed similar attributes a few months ago as the current MRIN does now, i.e. lower valuation with slower growth. At the end, their stock price went down even more with their even slower sales growth.

    Smart investors should access Marin's customers no later than the market accesses to them.
    Aug 19 08:47 AM | 1 Like Like |Link to Comment
  • Millennial Media - Compelling Valuation Remains [View article]
    Amir, I agree with you that no turnaround is guaranteed. For an investor, the sound strategy should be buying companies with high odd of successful turnaround. You buy it because you must feel it has more odd of successful turnaround. But where does your confidence from? I don't think the reasons you listed in your article is convincing enough.

    Now, Almost everyone uses either JCP or BBRY as turnaround examples. The problem is that current MM is more like JCP was $25 and BBRY was $15. These are the approx. prices when these two companies reported two bad earnings with their new bosses, Ron Johnson and Thorsten Heins. Even after a few years, JCP and BBRY are still under $10.

    My point is you may have bought MM way too prematurely by just betting on a successful turnaround. It is better to wait for more solid turnaround signs to get in.
    Aug 18 05:15 PM | Likes Like |Link to Comment
  • Advent International discloses sizable stake in Lululemon [View news story]
    Is it something new? Several days ago, Advent already disclosed that it purchased half of Wilson's stocks.
    Aug 18 03:31 PM | 2 Likes Like |Link to Comment
  • Why Xinyuan Is Not A Fraud [View article]
    The $5 argument is a joke. XIN has been over $5 for quite a while last year. Why could XIN not keep itself above $5 with all the institution buying?
    Aug 18 10:37 AM | Likes Like |Link to Comment
  • Grab Coach Now Before The Market Figures Out It's On Sale [View article]
    6.2%... I wish you wait for at least 20% return to praise your article. My initial article (http://seekingalpha.co...), published on October 2013, would help investors save or make a 30% return.
    Aug 18 10:35 AM | Likes Like |Link to Comment
  • Millennial Media - Compelling Valuation Remains [View article]
    Programmatic buying is a sin in the ad industry, crushing differentiation and making ad services commodities. No wonder none of the independent ad firms is near profitability.
    Aug 18 09:59 AM | Likes Like |Link to Comment
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