Vince Martin

Long/short equity, value, gambling
Vince Martin
Long/short equity, value, gambling
Contributor since: 2011
6/6/13
Vince Martin
Weirdto see bulls jump into $TIVO now that settlement has been announced;why not buy before? Needs to be near $1B to move the stock further.
4/29/13
Vince Martin
New column for CalvinAyre.com: Caesars' Big, Stupid Move $CZR http://bit.ly/18fTxlS
3/25/13
Vince Martin
New piece on CalvinAyre, if you care: Where US Regional Casinos Stand Now: http://bit.ly/14qinlH $BYD $CZR $ISLE $PENN $ASCA $PNK
3/12/13
Vince Martin
Physically laughed at the last punchline of this Onion piece. Outstanding: http://onion.com/15LwWy5
3/13/13
I chuckled, but this one made me LAUGH: "Nervous Pope Candidate Changes Wine Into Jesus Christ's Urine"
12/10/12
Vince Martin
On Zynga's chances after the Nevada announcement: http://bit.ly/T0yxtV $ZNGA
11/20/12
Vince Martin
Explaining the $PENN spinoff: http://bit.ly/XvBfgB
10/22/12
Vince Martin
This week's column for #CalvinAyre: Penn National's Q3 and US Gambling: http://bit.ly/QOerA4 $PENN
10/18/12
Vince Martin
My May piece on $GOOG and mobile looks somewhat prescient today. http://seekingalpha.com/a/ddrn $FB $P
10/15/12
Vince Martin
On why $IGT CEO Patti Hart should be fired: http://bit.ly/TnHHyq
10/4/12
Vince Martin
If you're interested in gambling stocks, this is my Q3 review, a good summary of the key trends: http://bit.ly/T6l4mJ $IGT $CZR
No mention of $SHFL...
9/25/12
Vince Martin
This week's piece at CalvinAyre.com: The Legal Drama at Wynn: http://bit.ly/UDA101 Some real downside to Okada feud. $WYNN
9/10/12
Vince Martin
New piece for #calvinayre.com: The Collapse in Internet Stocks. http://bit.ly/QzC0PS $P $FB $GRPN $Z $LNKD $ZNBA
5/25/12
Vince Martin
Was the #Facebook IPO really the mess everybody says? http://bit.ly/Jiplud $FB
Just glad I got me some.
5/7/12
Vince Martin
My new piece on CalvinAyre.com: The 5 Dumbest Stocks in the Market http://bit.ly/IDUxDP $LEN $ISLE $BBRY $GRPN $ZNGA
4/30/12
Vince Martin
My weekly column for CalvinAyre.com: Reviewing Q1 Gambling Sector Earnings: http://bit.ly/Ip7KWJ $BYD $BYI $LVS $IGT $BYI
4/23/12
Vince Martin
Big week in the #gambling sector...$LVS, $IGT, other leaders reporting. With macro fears in place, weak earnings will do serious damage.
4/23/12
Vince Martin
Piece for my column at CalvinAyre.com: Why Zynga Will Never Be A Gambling Company. $ZNGA
4/23/12
I somewhat agree, but I think partnerships will be for deals/seats at tournaments at casinos, not ZNGA as running an online casino.
4/23/12
ZNGA's main revenue source will be for advertising, which it somewhat is now, and promotion which it is not. FB provides identification.
4/10/12
Vince Martin
1Q review of #gamblingstocks at CalvinAyre.com: http://bit.ly/IuRMZU Memories of a better time. $ISLE $LVS $WYNN $IGT $MGM
4/10/12
Vince Martin
I like The Gartman Letter but this is the pitfall of public market commentary: http://bit.ly/HyKXUz
3/19/12
Vince Martin
New piece on my gambling stocks column -- short ideas in the gaming sector: http://bit.ly/Gztx9z $ISLE $888 $BPTY
3/15/12
So right! $LVS$
3/15/12
Thanks for writing the article. I'll print and read tomorrow at my office,
3/15/12
Vince Martin
Catching up on articles posted at CalvinAyre.com: #1: http://t.co/0y5KftyQ $LVS $WYNN $MGM $IGT $ISLE
2/10/12
Vince Martin
My favorite funny piece ever -- rejected by SA: http://bit.ly/yAyzpH $GOOG $DENN $RGR $FOH $ABT
No I didn't expect SA to publish it. Not really actionable advice in there :)
2/22/12
Don't forget HAL, PM, MCD and the oil majors
12/28/11
Vince Martin
$BYD could boom from online gaming. Owns 10% of Bwin.party venture. Party was the #1 -- by far -- pre-UIGEA. $BYD stake could = current cap.
10/11/11
Vince Martin
We're relying on Slovakia. That's all you need to know about the possibility of a bottom here. Much, much more to come, sadly.
9/16/11
Vince Martin
New 52W high for $HITK...earnings beat, followed by 52WH. Same as last quarter. Keep it in mind in about 12 wekks.
9/15/11
Vince Martin
When do the $BBRY co-CEO's finally get shown the exit? It's gone from funny to sad.
8/26/11
Vince Martin
$TIVO bulls are still nuts.
8/23/11
Vince Martin
W/ the hype about HP and BAC in/out the Dow, can someone tell me: why do we still give a @#$#! about the Dow in the first place? It's 2011.
8/16/11
Vince Martin
$LUV now below book value, bouncing off 52-week low. Great company. Good stock?
8/8/11
Vince Martin
SPX down 6.66% today; 2009 market low was 666. Good sign? God willing.
8/4/11
Vince Martin
$GDX down 7%; $GLD down 0.5%; oil down. What's with GDX? Retail investor fears?