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Sunil Shah's  Instablog

Sunil Shah
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A fund manager who cut his cloth in Schroders London. He joined Coronation South Africa in 1998, running the Smaller Companies Fund which had the best 5-yr record in the sector during his tenure. In 2005 he left Coronation to pursue his passion in writing (and invest without constraints). He... More
My blog:
whitemansnumbers.com
My book:
White Man's Numbers: Excerpt Chapter 13
  • CRM up today?? Rigged! Unassailable proof 0 comments
    Feb 10, 2011 10:51 AM | about stocks: CRM, CSCO, AKAM
    Proves yet again, how rigged this price is.
     
    Look at Akamai price today, which 'facilitates and accelerates application delivery into the cloud". But CRM goes up???
     
    What rationale can one possibly give for this when the undisputable barometer of the IT industry, Cisco, is lowering expectations.
     
    Not today. But one day soon crm....
     
     
    Themes: short CRM Stocks: CRM, CSCO, AKAM
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  • $WDAY one of the most cloudesque valuations. AND at 3.4bn $ mkt cap, this aint an easy buy target. Short initiated
    6 days ago
  • $CRM makes yet another acquisition in Analytics, having splurged on Radian6, from which ALL senior employees have cashed in and left!
    7 days ago
  • $CRM paying 20X Sales for $2.5bn acquisition of Exact. With a massive underlying reduction in eps. New rev target implies a warning. Sell!
    Jun 4, 2013
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