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  • Put Selectica On The Watch List [View article]
    Yes, Miller has a good record of investing in firms that were eventually acquired. He has been backing up the truck buying SLTC shares for some time now.

    Jul 2, 2015. 01:51 PM | Likes Like |Link to Comment
  • China Auto Logistics Has Pumped And Now Expect It To Dump [View article]
    @grailhunter, thanks for the observation. It does seem that the date is not correct. Should be 2014, not 2015 for INVT. Apologies for the misprint. Honestly, it's really all about the larger picture - eventual declines.
    May 8, 2015. 10:34 AM | Likes Like |Link to Comment
  • China Auto Logistics Has Pumped And Now Expect It To Dump [View article]
    On May 5, 2015 the SEC filed a formal complaint against certain defendants, alleging stock manipulation, resulting in a request for a trial based on evidence that points towards stock manipulation and trading practices that would significantly affect stock prices of several stocks, including $CALI. We told our Premium Members we believed the stock would retrace back the $1.20 level after all pumping activity had subsided and in fact went short on April 30, 2015 to show our confidence in this eventual decline.
    May 7, 2015. 10:25 AM | 2 Likes Like |Link to Comment
  • ESCC Shares Could Be Ready To Increase Materially [View article]
    ESCC settles pension liability.
    Apr 24, 2015. 02:02 PM | Likes Like |Link to Comment
  • All Bets Are Off [View article]
    Correction to the additional disclosure at the bottom of the article:

    We do not have a "hedged long position," we have a "hedged short position," meaning we are primarily short with nominal protection to the upside.
    Apr 1, 2015. 11:21 AM | 1 Like Like |Link to Comment
  • ESCC Shares Could Be Ready To Increase Materially [View article]
    Hey, we agree. But it will be interesting to see if the market revalues shares if the company can settle its pension liability.
    Mar 30, 2015. 11:52 AM | Likes Like |Link to Comment
  • Sphere 3D: A Short So Fat, When I Yell 'Hey Kool-Aid!' It Comes Crashing Through The Wall [View article]
    Nice work.
    Mar 26, 2015. 10:22 AM | 2 Likes Like |Link to Comment
  • GeoInvesting Concurs With Tilson And 60 Minutes: Our Take On Testing Methods Used For Lumber Liquidators Study [View article]
    Thank you. We hope the piece does well to inform the public about these alarming findings.
    Mar 4, 2015. 10:06 AM | 1 Like Like |Link to Comment
  • NV5 Holdings' Management: Been There, Done That, And Doing It Again [View article]
    Chris, We have not dug too deeply into WLDN, but management has certainly done a good job in improving the company's growth profile. Like NVEE, it looks like they are following an acquisition strategy. We just felt that although TRR WLDN and NVEE all operate in a favorable industry, NVEE offered the best value proposition right now. BTW, we are looking at TRR a little closer. The company might be in a position to see accelerated growth. A compelling opportunity might exist if the company can begin to post consistent growth and see its margins move towards that of NVEE and WLDN
    Feb 23, 2015. 10:41 AM | Likes Like |Link to Comment
  • Global Telecom: Near-Term Catalysts Should Close Relative Valuation Gap [View article]
    GTT Acquires MegaPath’s Managed Services Business
    Feb 20, 2015. 09:38 AM | Likes Like |Link to Comment
  • Tower Semiconductor: The Empty Bullishness Of Ascendiant Capital [View article]
    Regarding non-GAAP EPS calculation, we also think it is inappropriate to deduct depreciation to calculate non-GAAP EPS. This is far from standard practice. That is why we have EBITDA and adjusted EBITDA.
    Feb 9, 2015. 08:12 PM | 1 Like Like |Link to Comment
  • Why Is China Mobile Games Still Good To Buy? [View article]
    Respectfully, I believe you should adopt a bit more of a "see the forest through the trees" outlook here. While the revenue may very well be real in the sense that money is changing hands, U.S. shareholders may legally have no right to recognize it - and that would be a big deal.

    If Chenghai Dan, the legal representative of Zhongzheng, works at CMGE, it's clearly a related party transaction issue that hasn't been properly disclosed - and that's something regulators and the company's auditor need to look closely at. U.S. shareholders are entitled to know how much cash is moving back and forth between Zhongzheng and CMGE, and for what reasons.

    If you're satisfied owning a company's stock with those types of unanswered questions, then we have different criteria for due diligence. We believe, as a shareholder, we'd be entitled to these answers.

    Slapping a conventional valuation on a company with these types of unanswered questions and red flags, we believe, is far too optimistic. We remain short.
    Jan 28, 2015. 08:52 AM | 3 Likes Like |Link to Comment
  • GeoInvesting Responds To China Mobile Games' Rebuttal Of January 15, 2015 Article [View article]
    We figured the CAPTCHA on the homepage would require a unique search on a browser basis.

    Here is the search term 深圳中正软银科技有限公司 which is the Chinese name of Zhongzheng.

    If you need more guidance, let us know.
    Jan 27, 2015. 03:31 PM | 1 Like Like |Link to Comment
  • China Mobile Games: Who Is Really Being Played? [View article]

    Although this may be true, we too have a process by which our Premium members are given our investment ideas first. And having just launched our new platform, this will continue with more fervor than ever before.


    Jan 16, 2015. 10:02 AM | Likes Like |Link to Comment
  • China Mobile Games: Who Is Really Being Played? [View article]
    $CMGE issues blanket denial of our report without offering details about our key points. Chinese media has begun to pick up the story.
    Jan 16, 2015. 09:35 AM | 1 Like Like |Link to Comment