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Tufenk

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  • BBM Spin-Off Could Create Short Exodus [View article]
    For once you have acknowledged some value in $BBRY. That a start. Even if the rest is sold at firesale prices, we have a winner here.
    Sep 19 11:38 AM | 8 Likes Like |Link to Comment
  • Why BlackBerry Is Worth More Than People Think [View article]
    $BBRY My value of $20+ is far below your $30, but either way, $15,$20 or $30 is far above where we are today. Thanks George
    Aug 15 11:56 AM | 8 Likes Like |Link to Comment
  • Which U.S. Activist Is Best To Make BlackBerry Lemons Into Lemonade? [View article]
    $BBRY Just go after the top marketing person at Apple or Samsung, give him $x mill signing bonus, move Thorsten move, or they will move you.
    Jul 11 05:42 PM | 8 Likes Like |Link to Comment
  • BlackBerry: Time For Longs To Wave The White Flag? [View article]
    Lightweight perspective, all eyes on TH tomorrow, he may grow some courage, but there is no white flag here. Please stop writing these shallow non-insightful published articles. I have no idea why SA doesn't relegate these to instablogs. This post subject to SA removal, I surmise.
    Jul 8 08:05 PM | 8 Likes Like |Link to Comment
  • How Will BB10 Drive Earnings? [View article]
    A fresh breath of Spring, nice article, care to share your spreadsheet? We can stress test it for you. Nice inaugural article, regards
    Mar 18 02:30 PM | 8 Likes Like |Link to Comment
  • The World Is Fat: The Law Of Supply And Demand And The Western Diet [View article]
    Very nice article!
    Mar 15 09:05 AM | 8 Likes Like |Link to Comment
  • BlackBerry: Where There Is Smoke There Is Fire [View article]
    If the Tiger Cubs are short, it is a remnant of an old short from over 18 months ago, but there are new shorts here. The funny thing is the older shorts are trying to cast dispersion on BBRY through the media outlets you and others have exposed and they have a chance to cover, but new shorts come in their place. It is like a game of musical chairs. Some Tiger Cubs have seen their size grow over the last couple of years and are having a tough time sizing their positions and getting themselves into a "crowded" trade. That's what the short in BBRY is and therefore ripe for a squeeze. Lenovo, once owned by TPG (thats where all the ties come from) may be the stalking horse here and TPG certainly has no love for the Tiger Cubs, especially Maverick. who they feel are encroaching on their PE territory. The squeeze is on, more deal activity will be announced interspersed with launch info, new products, and enterprise wins will follow. We know there are many large companies now evaluating the Z10 here in the US and there will definitely be some wins soon. You can't be short a stock like this when BearHunter Ben is minding the store.
    Mar 11 09:34 PM | 8 Likes Like |Link to Comment
  • BlackBerry Might Be Doing Better Than Most Imagine [View article]
    Nice job George, I think the shorts who are not using the phone are at a major disadvantage, just like those who were BBRY users when iPhone launched, ironic isn't it. Also, please see my http://seekingalpha.co... article about the GOOG help we are getting and the advertising numbers, btw there are 109 million users on BBRY OS, old and new.
    Feb 27 04:32 PM | 8 Likes Like |Link to Comment
  • BlackBerry: It's All About The Numbers [View article]
    BlackBerry is not a Q1 story its Fiscal'14 story, don't see any news here Mark. I am bearish NOK, they are playing with fire against Samsung and have sold their "soul" with no OS. Actually think Samsung will sell some devices operating BB10 one day.
    Feb 14 12:52 PM | 8 Likes Like |Link to Comment
  • Research In Motion: The Party Is Over... Sell Now [View article]
    Think they have enterprise pretty happy with the product.Research is key.
    Jan 17 09:11 AM | 8 Likes Like |Link to Comment
  • WhatsApp Vs. BBM Security? Let Google Decide [View article]
    Nice aricle. Thank you.
    Feb 27 08:49 AM | 7 Likes Like |Link to Comment
  • BlackBerry: Strong Buy On Buyout Collapse [View article]
    Our hypothesis is that Chen, the incomining interim $BBRY CEO, will pursue non core asset sales and transform this company into a service and security company. as he did with Sybase. The stock may have limited downward pressure, just wait until he starts announcing sales, it will rocket as the shorts have reached their inflection point.
    Nov 5 06:49 AM | 7 Likes Like |Link to Comment
  • BlackBerry cancels FQ2 CC [View news story]
    Best quote of the day: "This is a management that, after costing shareholders $2B during the last earnings announcement decided to buckle down and buy a larger jet."
    Sep 25 09:39 PM | 7 Likes Like |Link to Comment
  • Why Tesla Had To Repay Its DOE Loan [View article]
    My sentiments exactly, the author is uneducated on the process. Plus the SEC filings clearly state they are most likely going to pay off the loan before maturity. Where's the "beef" JP?
    Sep 2 07:02 AM | 7 Likes Like |Link to Comment
  • Which U.S. Activist Is Best To Make BlackBerry Lemons Into Lemonade? [View article]
    $IBM Canada could do this deal in their sleep.
    Jul 11 04:24 PM | 7 Likes Like |Link to Comment
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