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ValueinvestorEU

ValueinvestorEU
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  • Back From Vacation, Workday Now Heading To $100 [View article]
    You are getting too complex here illuminati.

    He is just asking if we ever cover our shorts. he is hoping for a short covering rally so he can sell his shares to the wallstreet playbook author.
    May 30 05:28 PM | 1 Like Like |Link to Comment
  • Make 70% A Year With Math [View article]
    XRtrader

    Not testing a strategy against 2008 is bad In my book, especially if you are using leverage.
    May 29 05:59 PM | 13 Likes Like |Link to Comment
  • Back From Vacation, Workday Now Heading To $100 [View article]
    Its just classic bubble thinking, instead of comparing to where normally companies trade they compare 1 bubble company to another. and on that scale Workday is also the worst. I guess there will be some headaches once this momentum party is over..
    May 28 03:02 PM | 2 Likes Like |Link to Comment
  • Workday Has Emerged As The Best Cloud Company [View article]
    Illuminati

    Its amazing that the story doesnt add up even if you give them an imaginary profitmargin that only a handful off stocks got... it just falls completely appart in the face of reality.
    May 28 01:49 PM | 1 Like Like |Link to Comment
  • Back From Vacation, Workday Now Heading To $100 [View article]
    I wouldnt call it price to perfection. I would call it priced at 3 times the perfect scenario.
    May 28 01:44 PM | Likes Like |Link to Comment
  • Back From Vacation, Workday Now Heading To $100 [View article]
    "While these shares aren't cheap at around $82 per share, risk-adverse investors that get in now can have a $100 stock in the next 6 to 12 months. If guidance was any indication, this fast-growing cloud company can still deliver strong returns of 22%."

    Does that mean riskadverse investors should buy Wday? I see what you did there. as a long hedge to one of their many shorts on bubble stocks :-).
    May 28 11:13 AM | Likes Like |Link to Comment
  • Salesforce.com Remains My Favorite Short [View article]
    Doyle3000

    That is at times a very intelligent thing to do, however I haven't done it on Wday simply because the price is so eradic I might end up taking my profit down alot.

    Actually I often short through puts if the price isn't too steep.
    May 28 11:04 AM | Likes Like |Link to Comment
  • Workday Has Emerged As The Best Cloud Company [View article]
    Homer he is conviently forgetting the many years between the inflated bubble in amazon. and as you states he also conviently forgets that amazon is a large company saleswise, something that Wday is not likely to be. I have several times written lengthy posts about the amazon argument, but really when it comes down to it they dont know what they are talking about.

    From 1999 to 2008 you would have just recouped your investment, none of these momentum traders would have liked that. in between they would pretty steep losses most of the time, and now it has then reinflated. However also keep in mind that amazon actually won in their category, something that we have no evidence that workday is doing. actually we have a slow down in deffered revenue which will eventually be a slowdown in growth.
    May 28 01:55 AM | 2 Likes Like |Link to Comment
  • Workday Has Emerged As The Best Cloud Company [View article]
    I had figured that was what the trade was really about. publish some pump to see if you cant get greater fools to buy then cash in. What a honorable course.
    May 27 07:32 PM | 1 Like Like |Link to Comment
  • Workday Has Emerged As The Best Cloud Company [View article]
    So another pump and dump article tomorrow, gonna be a good read.
    May 27 07:23 PM | 1 Like Like |Link to Comment
  • Workday Has Emerged As The Best Cloud Company [View article]
    I have given you plenty of actual facts in my comments if you review them. I don't mind at all if someone is disagreeing with me if they say that they think it might be a good idea because of momentum in the short term, 3 months or whatever because of something technical. but trying to come up with business reasons to buy workday, luring ordinary people that dont know better to buy a stock that only a trader should ever touch or someone selling the stock.

    No where in your article have you made it clear that this is a trade, it reads like you are encouraging people to invest in Workday because of how disruptive they are and how they will eat oracles, saps and microsofts lunch.

    By the way you got some articles in february telling people to buy Twitter if I am not mistaken. Anyway I would not take issue with the way you represent things here if you did it from a trading perspective.. because I cannot believe you will as a proffesional invest in Wday based on the reasons you have given in this article.
    May 27 06:43 PM | 2 Likes Like |Link to Comment
  • Workday Has Emerged As The Best Cloud Company [View article]
    Do you know what I think? I think you are highly unethical.

    You don't even buy your own reasonings as you present them here. this is nothing but a pump and dump article. You give 0 reasonings except a few catchy phrases.

    It is a fact that the stock is going up today, is that by itself a good reason to buy? I am asking because you wrote an entire article without giving any reason beside that the stock is a real "disrupter".
    May 27 06:22 PM | 2 Likes Like |Link to Comment
  • Workday Has Emerged As The Best Cloud Company [View article]
    SWCEO

    Doesn't care about the truth. All we need is some catchy phrases like "disruption", read some headlines that coverup as much as possible and then pump away. Like last time these stocks were pumped up the funds in charge of this make alot of money whereas retailer Joe is stock with the "hot stock" that everyone told him to buy..
    May 27 06:13 PM | 1 Like Like |Link to Comment
  • Workday Has Emerged As The Best Cloud Company [View article]
    we wont know rkw29. put yourself in a position where you can hold out for the long run. this will be a 10-20$ stock when this bullmarket ends (late 2014? 2015? 2016? who knows).

    They report their 1.9 billion dollar marketable securities as availble for sale and classify them as for working capital purposes. I am trying to dig into if this covers up their negative operating cashflows.
    May 27 05:03 PM | Likes Like |Link to Comment
  • Salesforce.com Remains My Favorite Short [View article]
    Doyle3000

    Yes it is going to be painful and long before I see the profits on that one. They will come, but its not going to be fun :-).
    May 27 04:51 PM | Likes Like |Link to Comment
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