Sunil Shah
Sunil Shah
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Sunil Shah
$WDAY one of the most cloudesque valuations. AND at 3.4bn $ mkt cap, this aint an easy buy target. Short initiated - View all 0 replies
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Sunil Shah
$CRM makes yet another acquisition in Analytics, having splurged on Radian6, from which ALL senior employees have cashed in and left! - View all 0 replies
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Sunil Shah
$CRM paying 20X Sales for $2.5bn acquisition of Exact. With a massive underlying reduction in eps. New rev target implies a warning. Sell! - View all 1 replies
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mthak: how would you trade this stock that has no value from accounting point of view but still has managed to stay afloat.
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Sunil Shah
$CRM Barron's article on dodgy non GAAP earnings shows $CRM to be biggest culprit. Is the lovefest over? http://seekingalpha.com/a/vanr - View all 2 replies
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ReligiousWacko: Did todays sellers NOT know this? What percent of "investors" dont even bother to read the most basic facts ? $CRM
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Sunil Shah
$MON shareholders, have you seen this? How Indian farmers are committing suicide when GM cotton seed failed? http://dailym.ai/17xf1zt - View all 2 replies
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Sunil Shah: $MON They drink insecticide and writhe in agony for hours to escape life. They cant live under the debt they incurred buying failed GM seed. -
jacobtr: Right, blame the seed. How about actually reading the article instead of assuming what it says? The problem is lack of water.
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Sunil Shah
$CRM I suspect anchor tenant Fidelity cant buy more. Holding already maxed out at 15% of issue. And someone large is bailing... - View all 0 replies
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Sunil Shah
$CRM cracking on large volumes on a strong up day. Is the lovefest finally over?http://seekingalpha.com/a/vanr - View all 2 replies
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ReligiousWacko: maybe some mutual fund has decided it's better to be first out of bubble than last .. -
Sunil Shah: $CRM RWack: somebody large is bailing. Large volumes during market and almost 1m shares traded in aftermarket! The hour of reckoning cometh?
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Sunil Shah
$NOK In India the Nokia Lumia 920 has been discounted from R38k to R32k! And there is a global shortage! What are these fools doing? Madness - View all 9 replies
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Sunil Shah: $NOK Lumia 920 was on the market for less than a quarter!! Sheer madness to be already discounting it. A shelf life of 3 months?? -
Systembolaget: If so, that would be very uneconomic, taking the many millions for tooling, setup, pellets and machine rigging and maintenance into account.
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Sunil Shah
$CRM Billings growth (rev + def rev) has tanked from 28.5% YOY to 17%! This should fall fast! Even Bend-my-ear-off Benioff cant change that! - View all 6 replies
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Sunil Shah
$CRM Billings growth (rev + def rev) has tanked from 28.5% YOY to 17%! This should fall off a cliff! Even Bend-my-ear-off Benioff cant up it - View all 0 replies
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Sunil Shah
$CRM remember this classic video. I want to buy Salesforce.com "I dont care" http://bit.ly/15T4uhK - View all 0 replies
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Sunil Shah
$NOK Ok so Nok's Launch didnt have the jazzmataz pomp that yanks love. So what?? The underlying phone is fab and will gain acceptance/favour - View all 2 replies
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Sunil Shah: Note $AAPL lost $15bn market cap today. Why? Cos profts are going to go $NOK 's way. This obsession with glitzy launches has lost its way... -
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Sunil Shah
$EBIX Buyout offer of $20 is way too low! "Unanimously approved by Board". Shocking as price depressed by SA -ve article. What is going on!! - View all 0 replies
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Sunil Shah
$CRM another botched implementation that didnt match their hyperbole: http://bit.ly/12gd1n8 - View all 0 replies
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Sunil Shah
With $AMZN finally cracking are other crazy cloud valuations like $CRM next? They had a stock split 'to improve upside potential...' - View all 0 replies
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Sunil Shah
$CRM Will $AMZN's adherence to a semblance of financial gravity lead to a correction of other crazies, like $CRM (on GAAP eps, $24bn m cap)? - View all 1 replies
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ReligiousWacko: I hope so as I'm short $CRM and $AMZN. The most remarkable thing about AMZN's drop today was that it "beat expectations".
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Sunil Shah
$WDC nailed the qtr and raised guidance. Conservative mgmt too. Now on a Price/post capex op cashflow of 5X. Dell bid at 10X. Strong BUY - View all 0 replies
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Sunil Shah
$WDC still on a price/op cash flow of 6-7 times, ex cash on bal sheet. Orders improving despite WP8. Hybrid drives the rage on tablets. BUY - View all 0 replies
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Sunil Shah
$EBIX The folly of the shorts is about to be revealed. Rumour mongering has abated, clearly with no substance, and massive short ratio. BUY - View all 0 replies
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Sunil Shah
$NOK said it won a court injunction that would prevent rival HTC Corp from using microphone components made by STMicroelectronics NV in HTC - View all 16 replies
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