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  • PayPal acquiring Xoom for $890M [View news story]
    They actually had a great Q1
    Jul 2, 2015. 12:39 AM | Likes Like |Link to Comment
  • MiX Telematics: Software-As-A-Service At An African Discount [View article]
    I'm worried they won't sell it and it will go back to $6
    Jun 21, 2015. 12:17 PM | 1 Like Like |Link to Comment
  • Five9: A Potential Momentum Shift And A Possible Inflection Point [View article]
    Are u talking to me ?
    Jun 4, 2015. 02:56 PM | Likes Like |Link to Comment
  • Why Intermolecular Is Starting To Look Oversold [View article]
    2018-- 100m in revenue; $30m in EBIT; $9 stock
    Jun 2, 2015. 01:05 PM | Likes Like |Link to Comment
  • TARO: Yes, We Have A Winner [View article]
    Are their 60%+ margins sustainable? For how long?
    May 20, 2015. 08:15 PM | Likes Like |Link to Comment
  • The Train Wreck Continues [View article]
    Any claim that the matching and payments business ie like 90% of the business is profitable is a joke. The company had -17% adjusted ebitda margins.. Do the math it doesn't make sense
    May 20, 2015. 11:02 AM | 1 Like Like |Link to Comment
  • Novadaq Knocked Back By Looming Competition And A Tough Transition [View article]
    I don't think competition is the problem yet this is a five dollar stock at best
    May 16, 2015. 11:55 AM | Likes Like |Link to Comment
  • Watch Out Below In Cytosorbents Corporation: A Reverse Merger Uplisting Running Low On Liquidity [View article]
    Ladies and gentleman--
    Thank you for your fervent commentary
    Best of luck in your investing endeavors
    I've made my bet-- lets see where the stock is in 18 months
    May 12, 2015. 10:49 PM | Likes Like |Link to Comment
  • Rayonier Advanced Materials: Industry Leader Priced At Steep Discount To Intrinsic Value [View article]
    Gosh what is it about this business that makes people want to write the sort of reports on it? At the end of the day they grind up and woodchips this isn't the next
    May 6, 2015. 10:29 AM | Likes Like |Link to Comment
  • Turning Losses Into Profits, Maybe [View article]

    What are your thoughts around the recent conversion rate issues related in the shift towards mobile traffic?

    Seems like the business really hit a massive air pocket based on Q1 guidance...Also, calling Marcelo an owner operator is a massive stretch..
    May 3, 2015. 08:32 PM | Likes Like |Link to Comment
  • MiX Telematics: My Best Contrarian Pick, Now With A Near-Term Catalyst [View article]
    Joss is no master capital allocator.. Hopefully the large shareholders are forcing a sale
    Apr 29, 2015. 12:57 AM | 1 Like Like |Link to Comment
  • CytoSorbents plunges on soft direct sales guidance [View news story]
    Are you a paid stock promoter? This company burns a ton of cash and they longer things go the more shares they issue at progressively lower prices
    Apr 26, 2015. 06:46 PM | Likes Like |Link to Comment
  • SciQuest's Execution Issues Are Impacting Its Future [View article]
    No it's not a growth stock its a value play..
    Apr 26, 2015. 12:32 PM | Likes Like |Link to Comment
  • TubeMogul: It's All About The Numbers [View article]
    Bottom line--assuming walled gardens don't emerge TUBE is well positioned to grow gross profit 40-50% CAGR for the next few years. Does the business score particularly well on a porters five forces analysis? No but as they build their customer base and continue to stay at the forefront of the industry in terms of R&D, the moat improves
    Apr 26, 2015. 12:28 PM | Likes Like |Link to Comment
  • Aceto's Growth Continues To Reward Investors [View article]
    Oops they ended up cutting that guidance. Still like the story
    Apr 24, 2015. 11:27 PM | Likes Like |Link to Comment