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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
    Wed, 11:03 AM
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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!
        Jun 11, 9:51 AM
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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!
            Jun 4, 8:08 AM
            Reply (1)
            • mthak: how would you trade this stock that has no value from accounting point of view but still has managed to stay afloat.
              Jun 4, 12:46 PM
              • 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
                Jun 3, 11:14 AM
                Reply (2)
                • Sunil Shah: barron's link http://on.barrons.com/130OfJi
                  Jun 3, 11:18 AM
                • ReligiousWacko: Did todays sellers NOT know this? What percent of "investors" dont even bother to read the most basic facts ? $CRM
                  Jun 3, 11:22 AM
                  • Sunil Shah
                    $MON shareholders, have you seen this? How Indian farmers are committing suicide when GM cotton seed failed? http://dailym.ai/17xf1zt
                    May 30, 6:34 AM
                    Reply (2)
                    • 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.
                      May 30, 6:36 AM
                    • jacobtr: Right, blame the seed. How about actually reading the article instead of assuming what it says? The problem is lack of water.
                      May 30, 9:03 AM
                      • Sunil Shah
                        $CRM I suspect anchor tenant Fidelity cant buy more. Holding already maxed out at 15% of issue. And someone large is bailing...
                        May 29, 10:27 AM
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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
                            May 28, 9:40 AM
                            Reply (2)
                            • ReligiousWacko: maybe some mutual fund has decided it's better to be first out of bubble than last ..
                              May 28, 2:00 PM
                            • Sunil Shah: $CRM RWack: somebody large is bailing. Large volumes during market and almost 1m shares traded in aftermarket! The hour of reckoning cometh?
                              May 28, 5:13 PM
                              • 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
                                May 27, 4:09 AM
                                Reply (9)
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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??
                                  May 27, 12:02 PM
                                • Systembolaget: If so, that would be very uneconomic, taking the many millions for tooling, setup, pellets and machine rigging and maintenance into account.
                                  May 27, 12:39 PM
                                  • 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!
                                    May 23, 4:52 PM
                                    Reply (6)
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                                    • Jay Schembs: Lowest YOY billings growth since July 2009
                                      May 23, 7:40 PM
                                    • ReligiousWacko: maybe they will go to 4 year billing cycles? $CRM
                                      May 23, 9:25 PM
                                      • 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
                                        May 23, 4:50 PM
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                                          • Sunil Shah
                                            $CRM remember this classic video. I want to buy Salesforce.com "I dont care" http://bit.ly/15T4uhK
                                            May 17, 9:46 AM
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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
                                                May 14, 3:15 PM
                                                Reply (2)
                                                • 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...
                                                  May 14, 3:24 PM
                                                • Sunil Shah: Now do you see...
                                                  May 14, 3:26 PM
                                                  • 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!!
                                                    May 1, 12:53 PM
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                                                      • Sunil Shah
                                                        $CRM another botched implementation that didnt match their hyperbole: http://bit.ly/12gd1n8
                                                        Apr 30, 5:50 AM
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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...'
                                                            Apr 29, 12:30 PM
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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)?
                                                                Apr 26, 12:01 PM
                                                                Reply (1)
                                                                • 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".
                                                                  Apr 26, 3:05 PM
                                                                  • 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
                                                                    Apr 24, 6:00 PM
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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
                                                                        Apr 23, 11:15 AM
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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
                                                                            Apr 23, 11:09 AM
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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
                                                                                Apr 22, 2:22 PM
                                                                                Reply (16)
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                                                                                • Pimust: Yeah, let's get back to it at that point.
                                                                                  Apr 23, 9:07 AM
                                                                                • nohope: Longs getting excited on Lumnia 928 with Verizon ?
                                                                                  Apr 23, 9:41 AM