Seeking Alpha

Thomas Kennedy  

View Thomas Kennedy's Comments BY TICKER:
  • Angie's List A Compelling Short Opportunity [View article]
    The recent surge is based on 2 things, in my opinion: momentum and a favorable analyst report (link below). I'm down on my investment as well, but I plan on holding or adding to my short as my thesis is still intact. As I'd said in my last line, "I think ANGI is a compelling short opportunity at current prices, and although its price could go anywhere in the short term, over the medium and long term it will only go down."

    http://bit.ly/12IOAoq
    Mar 11, 2013. 02:33 PM | Likes Like |Link to Comment
  • Angie's List A Compelling Short Opportunity [View article]
    I decided August because it was the longest duration out available. With the continued run I am considering doubling down but I may wait until the November puts are available. The longer the better; anything could happen in the short term but over the long term this should be a profitable short.
    Mar 8, 2013. 01:42 AM | Likes Like |Link to Comment
  • Angie's List A Compelling Short Opportunity [View article]
    When short today by going long an August 20 Put.
    Feb 28, 2013. 05:24 PM | Likes Like |Link to Comment
  • Angie's List A Compelling Short Opportunity [View article]
    Yeah, they have a tough road ahead of them. Thank you for reading, its great being able to read other people's opinions while formulating your own investment thesis and I'd like to hear more people's opinions on ANGI.
    Feb 28, 2013. 05:23 PM | Likes Like |Link to Comment
  • Angie's List A Compelling Short Opportunity [View article]
    I hear you; that had a large impact in their lower cost per customer acquisition. Simply put I don't think there are enough customers out there to make their service profitable enough to justify their current valuation.
    Feb 28, 2013. 05:21 PM | Likes Like |Link to Comment
More on ANGI by Thomas Kennedy
COMMENTS STATS
73 Comments
36 Likes