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  • KaloBios: Martin Shkreli Vs. The Rest Of The World  [View article]
    You said: "Shkreli and friends lending out their shares would create another, at maximum, three million "artificial" tradable shares, on top of the regular float."

    Each of those shares could be sold short, as you pointed out, but then they could be lent out again by the new owner to be shorted again, no? In effect that would make the pool to short infinite as long as people were willing to buy and lend out.
    Nov 23, 2015. 12:44 PM | 2 Likes Like |Link to Comment
  • ARIAD Pharmaceuticals' All-In Bet On Europe  [View article]
    good edit, thanks for summarizing aria.
    Oct 5, 2014. 04:39 PM | 2 Likes Like |Link to Comment
  • ARIAD Pharmaceuticals' All-In Bet On Europe  [View article]
    This is a good article, I don't agree with your conclusion though but that's because I'm optimistic about pona going into the europe decision. My only criticism of the article is that you're reading a short analytic chart wrong. That number from short analytics, to my knowledge, is the % of the shares on that specific day that were sold short vs. covered. It's not the outstanding short interest, get that number from shortsqueeze. To prove my point, look at september 24 to the 25th of your chart, short interest could not swing from 10% to 50% in one day, that would require an absurd volume.
    Oct 5, 2014. 01:20 PM | 2 Likes Like |Link to Comment
  • What A 1000% Gain Looks Like  [View article]
    Maybe it's just me, but I can't make out any of the details on the chart posted-the resolution is too low. Also, it seems like this article should have been posted on Wednesday of last week, because the significant fall on heavy volume might change the author's outlook- or at least it should have been commented on.
    Sep 18, 2014. 03:16 AM | 5 Likes Like |Link to Comment
  • Keryx Falls Victim To A Self-Fulfilling Prophecy, Creates Opportunity  [View article]
    amarin was modified fish oils, so it was denied NCE because, the fda was specific, it was unclear which of the oils in the mixture was the active ingredient. I'm guessing that ferric citrate is more or less one chemical entity, not a mixture.
    Sep 8, 2014. 08:39 PM | 1 Like Like |Link to Comment
  • Cree - Interesting Entry Opportunity In A Long-Term Growth Play  [View article]
    What is the current state of the stock buyback? I recall that CREE was investing 300 million in their own stock- is that completed, ongoing and will that be increased in future quarters? I think they were buying in the 45 dollar range last quarter.
    Aug 18, 2014. 06:19 PM | Likes Like |Link to Comment
  • SolarCity's Rise Presents An Opportunity To Short  [View article]
    Without a discussion of the retained value metric that solar city uses to define their growth (either support it or trash it), I don't see any of the numbers above as useful.
    Jun 30, 2014. 05:04 PM | 4 Likes Like |Link to Comment
  • After hours Gainers / Losers  [View news story]
    Not sure how you're finding these, but TSLA isn't down in after hours, it's up. Your algorithm or whatever you used picked up on a late institutional trade that was just printed after hours. This isn't the first time this happened either...
    Jun 23, 2014. 05:41 PM | 5 Likes Like |Link to Comment
  • Do Day Traders Evidence Skill?  [View article]
    If I recall correctly, the authors only count trades that are opened and closed within the same day to characterize Day Traders. Trades that someone might open and let run because its profitable were not taken into account, skewing the finding.
    Jun 15, 2014. 03:29 AM | 1 Like Like |Link to Comment
  • Retrophin: An Attractive Short Candidate Due To Numerous Red Flags  [View article]
    So why raise guidance repeatedly? How can they miss on their first and second guidance and have to raise it repeatedly? I can see one raise once the deal went through. Also, do you think there will be any repercussions from Martin's tweets?
    May 30, 2014. 01:11 PM | 1 Like Like |Link to Comment
  • Navidea - Pipeline Restructuring Conference Call (5/16/14)  [View instapost]
    Thank you!
    May 27, 2014. 03:44 PM | Likes Like |Link to Comment
  • Tesla: We've Got Some Numbers For February  [View article]
    This author is one of the best contrarian indicators i know for momentum stocks, suggesting to short pandora, netflix, tesla, amazon.. etc.
    Mar 10, 2014. 02:30 PM | 16 Likes Like |Link to Comment
  • Tesla: Hope Dies Last  [View article]
    I'm not sure whose hoping is going to die. Tesla is at $222 in germany the morning you wrote this, after Morgan stanley upgraded them with a $320 price target. Hopefully the market opens and we go up from there.
    Feb 25, 2014. 03:55 AM | 9 Likes Like |Link to Comment
  • This May Be Gold, But It Is Not Golden  [View article]
    thanks david!
    Feb 17, 2014. 02:37 PM | Likes Like |Link to Comment
  • This May Be Gold, But It Is Not Golden  [View article]
    I'm curious about the last warning- on paper gold. I don't ever want gold delivered to me, I've got no place to put it and no way to safeguard it. So should I stick with the paper then?
    Feb 16, 2014. 04:39 PM | Likes Like |Link to Comment