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twhite113

twhite113
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  • How To Spot Potential 'Trade Of The Decade' Bargains [View article]
    "The last time we saw a banking industry collapse, the smaller banks went up by a factor of ten over the next eight years or so."

    Do you mean the 90's after the thrift debacle of the 80's?
    Aug 14 09:29 AM | 1 Like Like |Link to Comment
  • Merger Provides No Upside For Zillow At Current Valuation [View article]
    Maybe the cover story on Barron's will help crack this nut. I thought the article helped expose some of the flaws imbedded in Zillow/Trulia's whole model, such as how much power the agents have in determining ad rates....how illusory Z's value is to agents, and how increasingly the agents are challenging (by asking for bulk discounts) that value. If I was a RE agent and took a sales call from Zillow, I would say, "What about that Barron's article...I want a discount, or I am saying no...".
    Aug 9 08:44 AM | Likes Like |Link to Comment
  • 3D Systems: It's Not Just About The FY14 Guidance, It's Also About The Long Term [View article]
    As always, thanks
    Aug 6 02:42 PM | Likes Like |Link to Comment
  • 3D Systems: It's Not Just About The FY14 Guidance, It's Also About The Long Term [View article]
    I see DDD has a new acquisition - terms not disclosed - of Laser Reproductions Inc.,...here is why DDD likes it:

    "This acquisition further enhances our on-demand, quick-turn cloud manufacturing services and drives accelerated adoption of our solutions through meaningful new customer relationships," the company said.

    Can someone tell me where this sort of technology fits into AM? It sounded outside the DDD wheelhouse, but then again I am not sure what "quick-turn cloud manufacturing" means...is that the newest buzz-phrase for additive manufacturing?
    Aug 6 01:54 PM | Likes Like |Link to Comment
  • Ocwen Financial: Wells Fargo Deal Resolution Will Mean Significant Upside [View article]
    Thanks TEC. I wonder if HLSS is truly paying "arm's length" fair value for the MSR's from OCN/ASPS. Maybe way-out-of-the-money puts are worth a shot.
    Aug 6 08:09 AM | Likes Like |Link to Comment
  • Ocwen Financial: Wells Fargo Deal Resolution Will Mean Significant Upside [View article]
    Does anyone here know where HLSS fits into the Ocwen flow chart? That is, shouldn't they start to suffer by association?
    Aug 4 03:25 PM | Likes Like |Link to Comment
  • Why You Should Sell 3D Systems And Buy Stratasys [View article]
    Okay, I will look into it more...I am just trying to figure out what the SSYS CEO was getting at when he was interviewed by CNBC. Thanks for your comments.
    Jul 26 10:39 AM | Likes Like |Link to Comment
  • The Zillow Short Instruction Manual [View article]
    Ha - I definitely don't regret that I was long TRLA to pair my Z short, and now have just the short at ~$132. As you said to yourself when you sold long...it's rational. I will wait to see if a deal gets announced, how it gets financed, I still think it has to take a short term hit if they need to raise $1.5B or so. Nevertheless, I deserve getting called out for hubris.
    Jul 26 10:35 AM | 1 Like Like |Link to Comment
  • Why You Should Sell 3D Systems And Buy Stratasys [View article]
    I tried but couldn't navigate to anything helpful.
    Jul 26 06:20 AM | Likes Like |Link to Comment
  • Why You Should Sell 3D Systems And Buy Stratasys [View article]
    Exactly, and if that is going away, have investors already discounted that enough?
    Jul 26 06:19 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Argentina To Default, BSkyB Acquisition, Glaxo Investigation [View article]
    "GlaxoSmithKline is now facing corruption claims in Syria, where it has been accused of bribery to secure business."

    Really? corruption charges in Syria? That's like saying someone has been price-gouging in Zimbabwe.
    Jul 25 08:42 AM | 5 Likes Like |Link to Comment
  • Wall Street Breakfast: Argentina To Default, BSkyB Acquisition, Glaxo Investigation [View article]
    you Ruskies have a klepto-psycho as Prez...what's up with that?
    Jul 25 08:40 AM | 5 Likes Like |Link to Comment
  • Why You Should Sell 3D Systems And Buy Stratasys [View article]
    You sound like you know the industry. Can you tell me if any of DDD's technical leadership is supported by patents that may be expiring soon?
    Jul 25 06:44 AM | Likes Like |Link to Comment
  • The Zillow Short Instruction Manual [View article]
    Ever since the TRLA and Z valuation disconnect started becoming so pronounced, a few months ago, the only way a short position could be tolerable was if it was paired with a long TRLA position. Well, the TRLA part worked like a charm yesterday...so I sold that into the pop and doubled down on the Zillow short...now I am 2X short Zillow and hoping they have to do a drive-by massive secondary ~$100-$120....or a deal falls apart. The combined entity would obviously have some benefits of lower expenses and greater scalability, etc...but now there are rumblings from RE agents about boycotting a Z/TRLA combo and, of course, valuation already seems very stretched on even hyper-growth metrics with Zillow well ahead of, say Facebook's price-to-sales ratio, as an example.

    Anyway, I tried to get people to pair the Z short with the TRLA long and now I am patting myself on the back.
    Jul 25 06:37 AM | 1 Like Like |Link to Comment
  • The Zillow Short Instruction Manual [View article]
    Anyone have a thought on how a Z>TRLA deal would be structured? Could they do an MOE that minimized dilution and paid TRLA holders restricted stock, and Zillow wouldn't have to do a secondary or a dilutive stock swap?
    Jul 24 04:32 PM | Likes Like |Link to Comment
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