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  • Groupon Finally Lands On Planet Earth [View article]
    Very good report George.
    In my particular case, I think the market has exaggerated his reaction once again falling so hard after the quarterly report. $ 1.8B is ridiculous, practically that the company has this number in cash.
    The business model is very good, and as you say in your report, seeking to keep reinventing performance against competition that many. Groupon also has the advantage of being the first, and the brand is valuable
    I confirm my long position in GRPN
    Nov 11 02:06 PM | 2 Likes Like |Link to Comment
  • Updating My Outlook On Groupon After Its Earnings Miss [View article]
    $ 1.8B is less than just the annual cash income of the company. A clear indication of the ridiculousness of yesterday. The numbers presented do not justify a 30% drop, considering the 80% that had already fallen. Only confirmed my long position.
    Nov 10 08:11 AM | 2 Likes Like |Link to Comment
  • Examining Groupon's Q3 Results: Neither Solid Nor Indicative Of Its Long-Term Potential [View article]
    Very good analysis
    The market has reacted once again, so ridiculous. So I will only confirmed my long position. The numbers have not been bad. They are creating the model for a successful long-term, so it suffers a bit more in the short term. $ 1.8B is ridiculous.
    Nov 10 07:48 AM | 2 Likes Like |Link to Comment
  • What Will Happen When Zynga Drops Below $2 [View article]
    If you see my comments, look at them right. I come not to enter Zynga recommending since I started at Seeking Alpha. When many users criticized me, I always said that Zynga is not to buy. I do not think I'm wrong .... down from $ 15.91 to $ 2.10. My recommendation was wrong? Please do not give wrong information from my comments. I recommended not to enter in $ 15, $ 12, $ 10, $ 5, $ 3 and I still recommend not enter. This company is a mess.
    Nokia, my comment was against Kofi Bofah, who said Nokia was going into bankruptcy, which told him that probably would not, and now has a strong back that is Microsoft.
    No bothers me that you read my comments, it bothers me that you say things that are not.
    Oct 24 09:42 PM | 2 Likes Like |Link to Comment
  • What Will Happen When Zynga Drops Below $2 [View article]
    You do well. Yesterday we saw the weakness of Zynga breaking another minimum since its IPO, hitting $ 2.17. If not for the good report of Facebook certainly saw Zynga today back down. The optimism in this stock should be diluted quickly, as they have nothing to celebrate.
    Oct 24 08:54 AM | 2 Likes Like |Link to Comment
  • What Will Happen When Zynga Drops Below $2 [View article]
    I mean just customers. You exaggerated by example. Zynga is popular because Facebook is popular. Zynga works because it is inside of Facebook with 1B users. Zynga is as popular as its platform within Facebook? Simply no, not even close, check the numbers. That's my point. So if Facebook sneezes, Zynga flu, as simple as that.
    And in this post my intention is not to defend Facebook, being popular does not mean having success, I'm certainly still bear in Facebook stock.
    Thank you very much for your attention.
    Oct 17 11:08 AM | 2 Likes Like |Link to Comment
  • Down initially in sympathy with Zynga, Groupon (GRPN +9.4%) is now one of the day's tech standouts in spite of having no major news to rally on. This isn't the first time some of the daily deals leader's many shorts have decided to cover (I, II) at week's end. [View news story]
    Sure. No more concrete news. But there is no reason for the shares trade below $ 5 ridiculously
    Oct 5 04:42 PM | 2 Likes Like |Link to Comment
  • 5 Bargains Rallying Off Multi-Year Lows With Room To Run: 4 Buys, 1 Avoid [View article]
    Citigroup still has long way to the rise, from the super crisis of 2008, this shares barely rose, while the bank has improved its numbers significantly.
    I am long C
    Oct 4 12:08 PM | 2 Likes Like |Link to Comment
  • Is Groupon Now Worth Buying? [View article]
    Since then it's time to buy. The market has punished excessively for Groupon, while the quarters were improving and moving from losses to profits, stocks always remained punished. While the market allows other ridiculous quotes like LinkedIn or Amazon are incredibly overvalued, Groupon is incredibly undervalued.
    Oct 4 12:04 PM | 2 Likes Like |Link to Comment
  • Morgan Stanley's Bull Case For Pandora: $20 A Share [View article]
    There are still people who believe Morgan Stanley? They forgot Case Groupon and Facebook? They were largely responsible for these scams people.
    Beyond that Morgan Stanley is unfeasible Pandora reaches $ 20, at least for now there is no basis.
    On the contrary, I still see this business model difficult and unlikely to bring profits
    Oct 1 03:57 PM | 2 Likes Like |Link to Comment
  • Why Should You Buy Linkedin? [View article]
    This time I disagree with you.
    I think LinkedIn is today one of the most overvalued stocks there.
    ValaciĆ³n at $ 13B and I wonder if it's even half that ... so far not shown in numbers.
    Not as the market maintains these prices.
    Sep 20 02:36 PM | 2 Likes Like |Link to Comment
  • Why Visa And MasterCard Are Still Good Buys [View article]
    I fully agree with your report.
    I am long in V. In fact buy at $ 62.70 and still I keep.
    This year in January, my target Visa range was $ 140, but looks set to be surpassed.
    As you say, it is a safe bet, who has no credit card today? few transactions for Visa in one day in the world? plenty of money, as I say, Visa is a money making machine.
    I maintain my Long position.-
    Sep 13 08:32 AM | 2 Likes Like |Link to Comment
  • Groupon: What It's Done And What It Will Do [View article]
    There are several tips that indicate extreme punishment and ridicule to Groupon:

    - Are leaders in what they do.
    - The competition still can not get close and it's been a long time that they released the deals, LivingSocial, Google, Mastercard, etc.
    - Revenues will be higher than its current market valuation, incredible. You must count the cost of the brand name that is high and they were the first. Sure income after subtracting liabilities, but liabilities are being corrected as the sharp reduction in marketing spending.
    - Google offered $ 6B, they are not wrong where they put the eye.
    - Quarters 2012 far exceed those of 2011, earning net profit for the first time.

    $ 4.27 in Groupon is a ridiculous price, so how ridiculous AMZN at $ 260 or $ 150 CRM.
    These are things that the market should correct and improve, the punishment was excessive Groupon and this should improve from now.
    Sep 11 08:51 AM | 2 Likes Like |Link to Comment
  • Mastercard And Visa Significantly Undervalued [View article]
    They are companies with perfect numbers are machines to make money. Obviously they are undervalued.
    I am Long V
    Sep 7 10:45 AM | 2 Likes Like |Link to Comment
  • Time To Buy Netflix After A Significant Plunge? [View article]
    I think the drop in stocks does not justify it time to buy. The fall occurred because another measure seriously damages their business model, and I think that is a mortal wound, Netflix is no longer what it was, many companies do the same and the competition is already fierce, and Netflix seems not to find alternatives. Bad sign for the market.
    Sep 6 08:37 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
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