ANGI

Angie's List, Inc.

J Mintzmyer: $ANGI used acct gimmicks to report a positive Q1 OCF, they are already equity negative, and next quarter will be current account negative.

J Mintzmyer: With the high stock price, I'd be surprised if there isn't already investment banking talks going on behind the scenes.

wheelz23: never trust those analysts...it's a tech stock, therefore they jack the price up to milk as much money they can from the fools that think

wheelz23: these companies will actually turn into a great investment

Joe Springer: Yeah, with shares where they are now I'd do a secondary today if I were them..

Stone Fox Capital: interesting points. The cut back on Marketing expense growth will be huge determining factor.

dieuwer: Replay of 2008? Election of Obama: check. Bond market breakout: check. Start of market meltdown: check.

Whitehawk: US markets melting down, just as I expected, and I wouldn't be surprised to see it continue. Glad I sold near the QE insanity local top.

Paulo Santos: No opinion, no particular insight, sundate.

Windsun33: I see ANGI going under, GRPN holding it's own, YELP probably some upside, and I won't touch FB at these levels.

FortSumter: Well they are getting their money's worth out of their CFO then. :)

Mioracle: Yeah, I mean their loss actually increased . . .don't know when they be profitable. I think there is a lot of short covering in this rally

J Mintzmyer: I thought the same with GRPN and ZNGA... Now look...

Ocean Man: Yep, no bottom.

Joel M: Great job - I've been short since May and I still haven't seen anything quite as thorough as your piece. I'm a follower now.

db5233: Gratifying....... / Winning ;)

Isaac Silbermann: Given the results and business model, I would say 1-2X sales is probably a generous valuation. So project till Q4 say ~150M in sales.

Isaac Silbermann: So 150-300MM market cap, with 57.76 shs out, so between $2.60 and $5.20 per share. Still a very attractive short here.

Joel M: Went short around 16.50 if you're looking for my start position. Hard resistance today at 17. Don't think it breaks that.

Two Arrows Trading: I really like the set up, but I trade options and the volume is a little light and the bid/ask spread to large.

mljpm: Wait for the JPM news to make matters worse. Losses growing exponentially.

iadops40: JPM is a trainwreck

Mercy Jimenez: Agree. Good analysis by new SA author: http://seekingalpha.com/a/c1q7

Joel M: Is this all correct or will selling pressure still come May 15th?

Joel M: BTW, great articles on ANGI.

Windsun33: Apparently Angies list has been having problems holding subscribers.

Jbjam: Socialmedia craze coupled with a lack of liquidity- not enough shares. Some large funds picked up a few. Long term watch for an implosion