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Wim Dankbaar

 
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  • Salesforce.com Earnings Call: Is The Lovefest Over? [View article]
    What the average retail investor does not realize in all the propagandistic euphoria, is that revenue growth is accomplished at growing net losses. This quarter alone the net GAAP loss was 67 million. The revenue growth was actually smaller than the net loss.

    At 8 times the sales, which are not even profitable, this is a recipe for future disaster.
    May 26 04:55 AM | 2 Likes Like |Link to Comment
  • How To Play The Salesforce.com Earnings Announcement [View article]
    I keep being amazed how many people, including analysts, keep believing in a forward PE for CRM.

    http://seekingalpha.co...
    May 22 05:43 AM | Likes Like |Link to Comment
  • Salesforce.com May Be Selling You - Buyer Beware [View article]
    You are 100% right, but there is no telling how long Mr. Market remains stupid.
    May 13 09:21 AM | 1 Like Like |Link to Comment
  • Workday: Overvaluation And Lock-Up Expiration Will Cause Shares To Crash [View article]
    President & COO Michael A. Stankey dumped 60,000 shares:

    Apr 16/13
    Apr 12/13

    Stankey Michael A.
    President and COO
    S
    Direct ownership
    Disposed -60,000 Class A Common Stock at $61.72
    Apr 17 03:07 AM | 3 Likes Like |Link to Comment
  • Workday's Bubble Is About To Pop [View article]
    President & COO Michael Stankey dumped 60,000 shares:

    Apr 16/13
    Apr 12/13

    Stankey Michael A.
    President and COO
    S
    Direct ownership
    Disposed -60,000 Class A Common Stock at $61.72
    Apr 17 03:06 AM | Likes Like |Link to Comment
  • Workday's Bubble Is About To Pop [View article]
    From Insiderslab.com. They are a few days ahead of other financial websites like Yahoo, who will show these sells in 3 or 4 days.
    Apr 15 10:23 AM | Likes Like |Link to Comment
  • Workday's Bubble Is About To Pop [View article]
    Those who think the stock is overvalued are in good company. CEO Aneel Bhusri dumped some 30.000 shares yesterday.


    Apr 12/13

    BHUSRI ANEEL
    Co-CEO and Chairman
    S
    Indirect ownership
    Disposed -9,975 Class A Common Stock at $61.70
    -11.74%
    Apr 12/13
    Apr 12/13

    BHUSRI ANEEL
    Co-CEO and Chairman
    S
    Indirect ownership
    Disposed -9,218 Class A Common Stock at $59.88
    -9.22%
    Apr 12/13
    Apr 12/13

    BHUSRI ANEEL
    Co-CEO and Chairman
    S
    Indirect ownership
    Disposed -5,807 Class A Common Stock at $61.25
    -6.40%
    Apr 12/13
    Apr 11/13

    BHUSRI ANEEL
    Co-CEO and Chairman
    S
    Indirect ownership
    Disposed -21,163 Class A Common Stock at $59.83
    -17.47%
    Apr 12/13
    Apr 11/13

    BHUSRI ANEEL
    Co-CEO and Chairman
    S
    Indirect ownership
    Disposed -3,837 Class A Common Stock at $58.61
    -3.07%
    Apr 13 09:53 AM | Likes Like |Link to Comment
  • Workday: Overvaluation And Lock-Up Expiration Will Cause Shares To Crash [View article]
    CEO Aneel Bhusri dumped som 30.000 shares yesterday.


    Apr 12/13

    BHUSRI ANEEL
    Co-CEO and Chairman
    S
    Indirect ownership
    Disposed -9,975 Class A Common Stock at $61.70
    -11.74%
    Apr 12/13
    Apr 12/13

    BHUSRI ANEEL
    Co-CEO and Chairman
    S
    Indirect ownership
    Disposed -9,218 Class A Common Stock at $59.88
    -9.22%
    Apr 12/13
    Apr 12/13

    BHUSRI ANEEL
    Co-CEO and Chairman
    S
    Indirect ownership
    Disposed -5,807 Class A Common Stock at $61.25
    -6.40%
    Apr 12/13
    Apr 11/13

    BHUSRI ANEEL
    Co-CEO and Chairman
    S
    Indirect ownership
    Disposed -21,163 Class A Common Stock at $59.83
    -17.47%
    Apr 12/13
    Apr 11/13

    BHUSRI ANEEL
    Co-CEO and Chairman
    S
    Indirect ownership
    Disposed -3,837 Class A Common Stock at $58.61
    -3.07%
    Apr 13 09:51 AM | 1 Like Like |Link to Comment
  • Workday: Overvaluation And Lock-Up Expiration Will Cause Shares To Crash [View article]
    No, because if it runs to 65 or even 70, I can sit out the paper loss and I am confident we'll see below 55 again.

    Yesterday in after hours 3400 shares traded at 59.97. That is 1.3 USD below the closing prive of 61.30. I wonder how this is possible.
    Apr 13 09:47 AM | Likes Like |Link to Comment
  • Workday's Bubble Is About To Pop [View article]
    Well, yes, I am afraid the price could go to 65. When I first shorted this stock in the 50-55 area, I did not reckon with the crooked manipulation and the vast amount of growing shorts that have now become my enemy. Because I firmly believe the stock is rising because of shorts covering. After all, there is no rational reason to buy at this bubble valuation.
    Apr 12 12:11 PM | Likes Like |Link to Comment
  • Workday: Overvaluation And Lock-Up Expiration Will Cause Shares To Crash [View article]
    You are ill informed. I have not been short NFLX and AMZN.

    I have been short JIVE, CRM, BVSN, OPEN, NOW and a few others, but not NFLX and AMZN.

    WDAY amazes me as the biggest bubble on Wall Street. I believe I am not the only one realizing it's a classic bubble. No shares to short. There are too many shorts in it, so it could indeed pop to 65 on a short squeeze alone. If it does, I will add to my position, currently only 7000.
    Apr 12 11:52 AM | Likes Like |Link to Comment
  • Workday's Bubble Is About To Pop [View article]
    What's happening now is that lots of people went short this week before lockup. They are dissapointed that it is not crashing, so they are covering, making the stock rise. I'm afraid this could go on to 65. You can just wait for those crooked analysts to reaffirm buy ratings based on "strong price action" after lockup.
    Apr 11 10:52 AM | Likes Like |Link to Comment
  • Workday: Overvaluation And Lock-Up Expiration Will Cause Shares To Crash [View article]
    What's happening now is that lots of people went short this week before lockup. They are dissapointed that it is not crashing, so they are covering, making the stock rise. I'm afraid this could go on to 65. You can just wait for those crooked analysts to reaffirm buy ratings on the "strong price action" after lockup.
    Apr 11 10:40 AM | 1 Like Like |Link to Comment
  • Workday's Bubble Is About To Pop [View article]
    Sorry, I was on the wrong board. I meant to post that in an article for Uni-pixel (UNXL)
    Apr 9 10:01 AM | Likes Like |Link to Comment
  • Workday's Bubble Is About To Pop [View article]
    They signed another multi million dollar deal? Why can't we know how many millions and with whom?

    This company smells like a fraud.
    Apr 8 10:47 AM | Likes Like |Link to Comment
COMMENTS STATS
439 Comments
298 Likes