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Ptrmolinari

Ptrmolinari
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  • TubeMogul: It's All About The Numbers [View article]
    If the comscore data was meaningful why not publish a full year of it? I get short selling but this is a reach
    Mar 25, 2015. 10:04 AM | 1 Like Like |Link to Comment
  • 4 More Reasons To Short Shake Shack [View article]
    Half a billion? Try closer to $2 billion in Mkt cap
    Mar 24, 2015. 01:05 AM | Likes Like |Link to Comment
  • TubeMogul Will Take Time To Play Out But It's Still An Attractive Story [View article]
    Will they beat?
    Mar 20, 2015. 10:15 PM | Likes Like |Link to Comment
  • Five9's Model Assumptions Were Wrong, And Now It Has A Real Problem [View article]
    So far I'm feeling pretty smart. I think they beat.. That said risk reward is better at $4-4.50
    Mar 20, 2015. 10:10 PM | 1 Like Like |Link to Comment
  • GSI Technologies - A $17 Stock Wearing A $5 Halloween Costume [View article]
    MOSY is probably overvalued

    Do you really think a guy like Lee Lean Shu cares what Raging Capital thinks?
    Mar 20, 2015. 03:04 PM | Likes Like |Link to Comment
  • Five9's Model Assumptions Were Wrong, And Now It Has A Real Problem [View article]
    You are certainly right the financial performance hasn't been inspiring. That said if they start beating quarters I think you could see some multiple expansion
    Mar 10, 2015. 04:45 PM | Likes Like |Link to Comment
  • Novadaq Technologies' (NVDQ) CEO Arun Menawat on Q4 2014 Results -- Earnings Call Transcript [View article]
    The fact that this stock is not at $6 baffles me
    Mar 7, 2015. 07:52 PM | Likes Like |Link to Comment
  • Novadaq Technologies' (NVDQ) CEO Arun Menawat on Q4 2014 Results -- Earnings Call Transcript [View article]
    You are right Roger, forecasting was excellent!
    Mar 7, 2015. 07:51 PM | Likes Like |Link to Comment
  • This High-Dividend Stock Has Record Revenue, 25% Dividend Hike, Yields Over 8%, Goes Ex-Dividend Soon [View article]
    I think they will sign some deals this quarter, that said you are right there could be a short term hiccup in growth if they dont.

    Mind is for the long term. The long term trend is positive as they move upmarket to win progressively bigger deals. They started this process in 2013 when they won some big deals that propelled 2014's growth.

    As Mind moves upmarket they begin to compete with larger competitors who have higher costs structures and pricing strategies compared with MIND. The key for MIND is building up a good customer reference base, so as they start to move upmarket it should be a virtuous cycle.
    Mar 4, 2015. 05:36 PM | Likes Like |Link to Comment
  • Mannatech Facing Huge Headline Risk [View article]
    2x EBITDA and 50% of the mkt cap is in cash.. not exactly what I look for on the short side
    Feb 11, 2015. 07:34 PM | 1 Like Like |Link to Comment
  • Amedisys And Greater Fool Theory Of Investing [View article]
    I think you ended up being wrong here amigo.. stock is up 100% since your article.

    Home health is the future of healthcare
    Feb 2, 2015. 02:38 PM | Likes Like |Link to Comment
  • TubeMogul: Why This Stock Will Go Down The Tubes [View article]
    Rep it MT
    Feb 2, 2015. 02:33 PM | Likes Like |Link to Comment
  • Accretive Health - Pending Restatement Offers A 1:4 Risk/Reward With A Near-Term Catalyst [View article]
    What are your thoughts on the restatement Sententia?
    Dec 30, 2014. 06:52 PM | Likes Like |Link to Comment
  • Rayonier Advanced Management Still Extremely Attractive [View article]
    I dont think Woo was downsized. He was a legit CFO, if anyone should have been downsized it was the banker, Frank Ruperto.

    What legitamate public company has a CFO with no prior experience other than as an Investment Banker! No I am fairly sure Woo quit.

    I am also fairly sure that Jack Kriesel was fired.
    Dec 2, 2014. 10:57 AM | Likes Like |Link to Comment
  • Rayonier Advanced Management Still Extremely Attractive [View article]
    http://on.wsj.com/1tgGATB

    I have been short since $41 and i believe this stock is going lower
    Nov 25, 2014. 11:17 AM | 1 Like Like |Link to Comment
COMMENTS STATS
180 Comments
54 Likes