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  • 3 Outperforming Gaming Companies For Your Portfolio [View article]
    to its portfolio
    Sep 11, 2013. 05:35 PM | Likes Like |Link to Comment
  • Apple Performance Following Major Product Launches [View article]
    The big question here is whats beyond iphone 5?
    Sep 12, 2012. 08:04 AM | Likes Like |Link to Comment
  • Why You Should Buy This Company Despite Its Lofty Valuation [View article]
    I don't mind giving friendly links, but frankly I didn't even looked at your article before writing. Can you refer specific points you believe are unique to your thesis. Chinese prospects and lipstick indexes are well known things.
    Nevertheless I have seen your article now and it definitely is a good read. Thanks for sharing your link .
    Sep 2, 2012. 06:24 PM | Likes Like |Link to Comment
  • Can Procter & Gamble Save $10 Billion? [View article]
    P&G is in a mess. Estee Lauder appear to be a much better buy to me
    Sep 2, 2012. 03:27 PM | Likes Like |Link to Comment
  • None of Yelp's (YELP +22.5%) three main VC backers, who together own almost 60% of the company, sold or distributed shares today, a source tells Dan Primack. Another source claims chairman Max Levchin (13.6% stake) and CEO Jeremy Stoppelman (11.1%) also didn't sell on the first day they were allowed to do so. That goes a long way towards explaining today's giant short covering-fueled rally. (earlier: I, II[View news story]
    Why should they sell when there is an upcoming catalyst
    Aug 29, 2012. 04:50 PM | Likes Like |Link to Comment
  • Well, this is a far cry from what happened with Facebook and Angie's List. Yelp (YELP +24.4%) is skyrocketing on lockup expiration day, as shorts who profited during the company's recent selloff rush to cover. 5M shares have already been traded, or more than 5x Yelp's average daily volume. It looks as if the handful of VCs and insiders who own nearly 85% of outstanding shares aren't in a hurry to sell, at least for now. (earlier[View news story]
    Want to know whats up with yelp. Here it is
    Aug 29, 2012. 04:08 PM | Likes Like |Link to Comment
  • There's no guarantee the move will last, but Yelp (YELP +8%) is up sharply in early trading on the day of its giant lockup expiration. Shares had been hammered in the weeks leading up to the expiration, and 21.8% of Yelp's float was shorted as of Aug. 15. [View news story]
    Here's why its up
    Aug 29, 2012. 09:49 AM | Likes Like |Link to Comment
  • Apple's Win Over Samsung Is A Kick In The Teeth For Google [View article]
    The verdict will also benefit Microsoft's ecosystem in addition Apple's. On the other hand it be a big headwind for android based smartphones
    Aug 26, 2012. 01:21 PM | 1 Like Like |Link to Comment
  • Apple: Too Far Too Fast, Again [View article]
    Apple's win against samsung definitely strengthen its case
    Aug 24, 2012. 08:34 PM | Likes Like |Link to Comment
  • Will Apple Trade Above $1,000? [View article]
    Its recent win against samsung definitely strengthen Apple's case
    Aug 24, 2012. 08:34 PM | Likes Like |Link to Comment
  • More on the Apple-Samsung verdict: Samsung (SSNLF.PK) has been ruled guilty of infringing additional Apple (AAPL) patents via more than a dozen devices. The jury has also ruled Samsung's infringement of 5 patents was willful (could produce multiple damages), that its parent company induced subsidiaries to infringe, and that none of Apple's patents are invalid. One minor win for Samsung: the Galaxy Tab is deemed innocent of copying the iPad's design. (live blog[View news story]
    It was expected
    Aug 24, 2012. 08:33 PM | 1 Like Like |Link to Comment
  • More on Apple-Samsung: The jury rules Samsung (SSNLF.PK) owes Apple (AAPL) $1.05B in damages. Apple has been declared innocent of all of Samsung's software patent infringement claims, and Apple has been barred by patent exhaustion from enforcing two patents. No damages for Samsung. AAPL +1.3% AH. Expect Samsung to open lower in Seoul on Monday. Mobile patent plays such as InterDigital (IDCC) and VirnetX (VHC) could rally on the verdict. (more) (live blog[View news story]
    We told you so in our previous article
    Aug 24, 2012. 08:33 PM | Likes Like |Link to Comment
  • Baidu: Qihoo 360 A Big Threat? [View article]
    Not really. Its like MSFT trying to fight google in search leveraging internet explorer user base. Read our detailed analysis here
    Aug 24, 2012. 04:25 PM | Likes Like |Link to Comment
  • Hewlett Packard - Whitman Is Cleaning Up, Taking An Almost $11 Billion Charge [View article]
    This clean up will require time. There are several challenges in between.
    Aug 23, 2012. 08:49 AM | Likes Like |Link to Comment
  • Things Might Not Be That Bad For Hewlett-Packard [View article]
    Confidence eroding. Secular and competitive headwinds intensify. Restructuring progressing, but will take years. HP is transforming from a PC/printer firm into a diversified enterprise supplier but faces multiple risks tied to execution and competition.

    Things are pretty bad for HPQ, whether you agree or not
    Aug 23, 2012. 07:49 AM | 1 Like Like |Link to Comment