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  • Sky-mobi Could Double And Still Be Undervalued [View article]
    Cant get a date ourselves on earnings....
    Aug 3 08:32 PM | Likes Like |Link to Comment
  • Update: No More Momo For GoPro [View article]
    Trading at 66x cash flow at $46 as we pointed out a few weeks ago on Stocktwits. So if they doubled cash flow 2 years in a row at 100% growth, they would still trade at 17x cash flow 2 years out.... not exactly cheap... and where is the MOAT?
    Aug 1 10:23 AM | 1 Like Like |Link to Comment
  • Synch Up With General Electric's Synchrony Financial IPO [View article]
    Financial companies can engineer profits and accounting all day long and produce almost any earnings number they want... so focusing on PE alone on financial companies is not the best move
    Jul 31 01:28 PM | Likes Like |Link to Comment
  • Conatus Pharmaceuticals: Large Upside With Attractive Risk And Income Profiles [View article]
    Getting too close to management usually clouds ones vision, so we dont usually go that route... with that said, we are also bullish on the potential for CNAT and have written a few pieces on them since June.

    One small correction, you said CNAT dipped under $7 recently, I think you meant under $8
    Jul 28 12:03 PM | Likes Like |Link to Comment
  • Rebuild Your Portfolio Around The Materialise NV IPO [View article]
    Think of valuing this on the v alue of the patent portfolio and the engineers an acquirer would pick up that they cant build out themselves folks....
    Jul 2 12:42 PM | Likes Like |Link to Comment
  • Starbucks, Intel Deals Point To Major Gains In Energous As A Wire-Free Charging Future Nears [View article]
    $WATT http://bit.ly/1murXcG
    His analysis is spot on, exactly what we have been warning about on Stocktwits multiple times. That doesnt mean this low float POST IPO stock cant go up on hype and bubble news... which it has. We also didnt like the .005 cents per share entry for his parents for what is actually 25% of the stock.... so they have 32 million now for a $10,000 investment.... no patents granted, no real working product that anyone will buy.... let alone getting U.L. Listing approval and other issues. Our opinion is its a binary stock with a binary outcome, so VERY high risk... possible high reward, but just not where we would place our bets is all... this is how you can possibly BLOW UP your account in the typical boom and bust cycle of 99% of investors/traders by placing a big bet on a binary stock... its your money, choose wisely
    Jun 29 09:48 AM | 1 Like Like |Link to Comment
  • Starbucks, Intel Deals Point To Major Gains In Energous As A Wire-Free Charging Future Nears [View article]
    Thin float post IPO stocks can do most anything, but the rubber meets the road eventually... we remain healthily skeptical and perhaps if the parents of the founder had more than $10,000 skin in the game for a 25% stake in the company we may be interested, but this feels and smells too much like a super long shot with little chance..
    Jun 22 09:20 PM | Likes Like |Link to Comment
  • Sky-mobi Could Double And Still Be Undervalued [View article]
    Looks like today we are vindicated... MOBI doing work now with Alibaba...
    Jun 19 02:58 PM | 1 Like Like |Link to Comment
  • Chinese Online Cosmetics Companies Looking Glam In 2014 [View article]
    Got way overbought near term at 31-32.50... we are buyers near 26
    Jun 17 05:31 PM | Likes Like |Link to Comment
  • Quiet Period Expiration For Jumei International IPO Could Be Quite Glamorous For Investors [View article]
    According to NASDAQ.COM SEC filing documents, quiet period is 45 days or June 25th?? Does that sound right?
    http://bit.ly/1pGfrw2
    Jun 17 05:29 PM | Likes Like |Link to Comment
  • Starbucks, Intel Deals Point To Major Gains In Energous As A Wire-Free Charging Future Nears [View article]
    Yeah, there is a reason the big boys have not yet come up with this technology. Somehow I doubt a guy at his parents house will out maneuver the big boys here
    Jun 17 05:26 PM | Likes Like |Link to Comment
  • Starbucks, Intel Deals Point To Major Gains In Energous As A Wire-Free Charging Future Nears [View article]
    Yeah, we doubt this little mom and pop can compete with the big players. ONly 15 feet right now, and at earliest a product MAYBE in late 2015 early 2016. Parents own 25% of the stock which they paid all of $10,000 for or about 1.5 cents per share. Its a pipe dream... but wouldnt be betting chips other than a trade
    Jun 17 05:25 PM | Likes Like |Link to Comment
  • Conatus Pharmaceuticals: An Undervalued Biotech With Intriguing Long-Term Potential [View article]
    Didnt Roth put a $19 target on this? did that create the spike?
    Jun 16 10:33 AM | Likes Like |Link to Comment
  • A Nimble Investor Can Take Advantage Of Second Chances [View article]
    Still losing money in a tough and crowded business. Insiders have 62 million shares at $1.75 basis. Another 16 million convertible at $2.93 per share per the IPO filings.
    The underwriters are working hard to push the stock up post lock up.

    A money losing business that will suffer what they all do in tech land, a grind against profitability and competition that never ends... and insiders off loading shares.

    We see it at $20 before any rally
    Jun 12 08:33 AM | Likes Like |Link to Comment
  • Investing In The Explosively Growing Chinese Online Travel Industry [View article]
    Yes, reading the IPO registration filing of TOUR is an eye opener. They lose money on every booked tour, and insiders have VERY low basis shares. Total diluted shares outstanding are many multiples over the amount sold in the low float IPO.
    Jun 9 02:35 PM | Likes Like |Link to Comment
COMMENTS STATS
206 Comments
164 Likes