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Sebanightwish

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  • Valuations Are Relative: A Look At GSV Capital And Firsthand Technology Value Fund [View article]
    OK. We have waiting. Just fell more than it should.
    Apr 10 07:48 PM | Likes Like |Link to Comment
  • The Impending Nationalization Of Argentina's Oil And Gas Industry [View article]
    That rumor was published today in the Argentine website http://www.perfil.com
    I am Argentine and I fully agree with you that is not time to buy shares of YPF. This disastrous and ridiculous government can do anything with this company.
    Honestly I say, the government of this country is disgusting and a shame
    Apr 10 07:06 PM | Likes Like |Link to Comment
  • Groupon On The Road To Bankruptcy [View article]
    It seems very exaggerated your prognosis and early ... but what if it's true today is the shame in the accounts of Groupon.
    Probably this occurs within 3 years, but today I think $ 13.55 is a good price to play short in Groupon.

    You left out of analysis of the shares of LinkedIn that are very firm about $ 100. Why this shares is so strong? Since also part of Web 2.0 and its valuation is greatly exaggerated ...
    Apr 10 06:58 PM | 2 Likes Like |Link to Comment
  • The Impending Nationalization Of Argentina's Oil And Gas Industry [View article]
    Are rumors that the Chinese company called China National Offshore Oil Corp acquire YPF at market value of $ 12B
    Apr 10 06:27 PM | Likes Like |Link to Comment
  • Valuations Are Relative: A Look At GSV Capital And Firsthand Technology Value Fund [View article]
    You´re long GRPN?
    To me the punishment for the shares of Groupon are exaggerated and should bounce, but the truth is that today was hit with its sixth consecutive fall, closing at a new minimum of $ 13.55 and $13,30 intraday floor. Be the end of this fall?
    Apr 10 06:22 PM | Likes Like |Link to Comment
  • Argentina Poised To Take Control Of Energy Company YPF SA [View article]
    There are rumors that the Chinese company called China National Offshore Oil Corp acquire YPF at market value of $ 12B
    Apr 10 12:29 PM | Likes Like |Link to Comment
  • Why I Am Now Short Pandora [View article]
    It is true! Possibly nevermore Pandora sees $14 No fundamental for this price or more.
    Apr 10 09:55 AM | Likes Like |Link to Comment
  • Why I Am Now Short Pandora [View article]
    Okay, buying options, Put obviously.
    I think these shares will continue to fall. The model of Pandora's business is not convincing.
    Precisely I come coinciding with you with it of which the shares are a SELL, since these were in 14 $ I it come saying...
    Apr 10 09:30 AM | Likes Like |Link to Comment
  • What's More Overvalued: Monster Worldwide Or LinkedIn? [View article]
    I think LinkedIn is overvalued by at least 50%
    The market has incredible things like value of LinkedIn...

    MWW I think it was his due and is in relatively good value ...
    Apr 10 09:09 AM | Likes Like |Link to Comment
  • Pandora Could Benefit From Sirius XM Lawsuit [View article]
    OK, thanks for your observation.
    In this case I think that royalties can lighten their numbers, but I think there is not definitive as to put the chips in Pandora and believe in your business model.
    It is necessary that profitability comes from its roots and not an economic benefit
    Apr 10 06:28 AM | Likes Like |Link to Comment
  • Pandora Could Benefit From Sirius XM Lawsuit [View article]
    Maybe I can have profit with this demand, but Pandora in itself does not benefit their business model, not clear so far!
    Apr 9 09:01 PM | Likes Like |Link to Comment
  • Should Pandora Steal The Sirius XM / Springsteen Idea? [View article]
    I said last week, Pandora is not a good option. Today touch $9.03, minimum. The business model not convincing. For me is a Sell.
    SIRI is a better option where we see the shares consolidated in the lasts weeks.
    Apr 9 03:22 PM | 3 Likes Like |Link to Comment
  • Increasing Revenues Drive Visa In 2012 [View article]
    I'm still bullish with a next target in $ 140
    Long V
    Apr 8 08:54 PM | Likes Like |Link to Comment
  • Is It Possible To Defend Amazon.com's Sky High Valuation? [View article]
    Besides Amazon, others mentioned in the report as LinkedIn and Salesforce are quite overvalued. I think Google is at a good, well valued but need to see better numbers in Q1 for these shares can again exceed the range of $ 700
    Even Microsoft think this overvalued, increasing competition as nibbles from different sectors and not the power that was ...
    Apr 8 06:49 PM | Likes Like |Link to Comment
  • We Have Seen Apple's Chart Before: A Comparison To Cisco, 1995-2000 [View article]
    Nokia fell behind technologically speaking, and the arrival of their mobile Microsoft is not very auspicious or call too much attention.
    Samsung and Google do good things, but as no more than the iPhone, both software and hardware
    Apr 8 06:40 PM | 1 Like Like |Link to Comment
COMMENTS STATS
997 Comments
398 Likes