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Tufenk  

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  • Insiders, Outsiders Option Exercises Critical For Salesforce Cash Flow [View article]
    Someone just said they thought Salesforce was a piñata for both management and institutional holders. In fact the list of top holders in $CRM looks like $LL. Thank you Michael. One day the string holding the piñata will fray and.....
    Dec 3, 2013. 02:36 PM | Likes Like |Link to Comment
  • Insiders, Outsiders Option Exercises Critical For Salesforce Cash Flow [View article]
    I can't wait until LinkedIn decides to put a contact manager app into play for free. Don't think anyone will be exercising those options after that. Thanks for the read!
    Dec 3, 2013. 12:45 PM | 2 Likes Like |Link to Comment
  • A Whale, Too Big To Jail And Short A Spanish Fly [View article]
    I called it a short until it cleaned up its internal mess with Saenz. Saenz resigned at end of April. SAN did go down into the mid $6.00 range. After Saenz resigned, I wrote this instablog in July as the stock was $6.63, Santander Emerges A Buy : http://seekingalpha.co.... Please research before you post. Thanks
    Dec 2, 2013. 01:20 AM | Likes Like |Link to Comment
  • Exxon Likes Turkey With Kurdish Relish On The Side [View article]
    Very nice article Michael. Great work here!
    TY
    Nov 29, 2013. 09:49 PM | Likes Like |Link to Comment
  • European MFI exposure to domestic sovereign debt below peak, but still elevated [View news story]
    Who is next in this scenario as reported by Reuters : UK's Serious Fraud Office may launch RBS criminal probe -report. http://reut.rs/1eFbcIZ
    Nov 29, 2013. 03:30 AM | Likes Like |Link to Comment
  • BlackBerry's Despondent Fight To Stay Relevant [View article]
    So was apple, so was xerox, so was IBM, yong, close out the short already, you got to trade and not make it a religion.....
    Nov 21, 2013. 04:51 PM | 9 Likes Like |Link to Comment
  • God Help Me, I Woke Up With A Long Position In BlackBerry [View article]
    Welcome aboard Quoth!
    Nov 20, 2013. 11:41 AM | 1 Like Like |Link to Comment
  • Watsa's White Knight Orchestration At BlackBerry [View article]
    Agree
    Nov 20, 2013. 09:41 AM | Likes Like |Link to Comment
  • BlackBerry's BB10 No Longer Available At The U.K.'s Phones4U [View article]
    Michael, nice work here. What doesn't make sense is returning for a firmware change. They can do that simultaneously with activation. Something is missing here. Let's formally ask Chen to tell us now if he is really watching. Mr. Chen, whats going on in the UK?
    Nov 19, 2013. 06:34 AM | Likes Like |Link to Comment
  • Why Facebook Needs To Buy Snapchat Before Google Does [View article]
    Snapchat could take all stock and Facebook certainly has no shyness to issuing new shares. Nice article, $TWTR was "born" in mobile, your points make complete sense. TY
    Nov 18, 2013. 04:35 AM | 1 Like Like |Link to Comment
  • FAB Universal: The Face of Piracy In China [View article]
    Very interesting article. How did Jim Rogers get snookered into this deal. BTW, I really can't believe they would have picked such an appropriate ticker symbol...... $FU
    Nov 15, 2013. 02:47 AM | 1 Like Like |Link to Comment
  • Can Tesla's Musk Keep 'Putting Out Fires'? [View article]
    Nice article Quoth. Agree with your bullish sentiment. Thanks
    Nov 13, 2013. 05:10 AM | 4 Likes Like |Link to Comment
  • Watsa's White Knight Orchestration At BlackBerry [View article]
    $100 a user is where $FB is, do they really deserve that valuation? As far as the demographics of the user, I think there is a lot of revenue to be derived from the emerging markets as they are always looking for value services which BBM can provide.
    Nov 12, 2013. 05:20 AM | 2 Likes Like |Link to Comment
  • Watsa's White Knight Orchestration At BlackBerry [View article]
    I think Chen is a winner, thank you!
    Nov 11, 2013. 08:24 AM | 14 Likes Like |Link to Comment
  • Herbalife - The Fog Of War, And Double Trouble [View article]
    A very entertaining read Rogier. What if you are the "Coyote"?Trying to rid the world of things you think are harmful can cause significant trauma, as we witnessed in your quoted cartoon time and again. Creative marketing is something all successfull products and companies are guilty of, the Marlboro man comes to mind. I think you maybe shoveling sand against the tide ala http://bit.ly/1baonxt. Good luck in your mission.
    Nov 5, 2013. 10:49 PM | 1 Like Like |Link to Comment
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