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LoveShorting

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  • 2 salesforce.com Mysteries [View article]
    Until it goes down, then us shorts will be smiling. Shorting takes patience.
    In the end, most scams are revealed.
    Mar 3, 2015. 11:47 AM | 6 Likes Like |Link to Comment
  • 2 salesforce.com Mysteries [View article]
    Quite early stage ??? Oh, come on.
    Mar 3, 2015. 11:46 AM | 1 Like Like |Link to Comment
  • Fuel Systems Solutions: "Death Spiral Could Be Near An End" [View article]
    Thanks to all three of you (with whom I agree wholeheartedly).
    Final Pitch: Buying FSYS means doing good and hopefully doing well.
    Oct 3, 2014. 11:15 AM | Likes Like |Link to Comment
  • Salesforce.com Moving Out Of The Clouds [View article]
    Enjoyed all three responses. Enjoyed the fact that no one from SA so far has agreed with the author. Enjoyed the comparison to HLF. Staying short this one.
    Sep 3, 2014. 08:57 AM | 2 Likes Like |Link to Comment
  • Salesforce.com: As An Investment, A Spent Force [View article]
    you have guts. I am still short but a much smaller position. I think about the fact that there are several possible buyers who are sitting on loads of cash and who have bought other companies in the past for ridiculous mark ups. Doesn't have to be logical. My best example is Facebook buying that phone app for what was it $20B? Makes Balmer's purchase of the Lakers seem sane in comparison. I quit TSLA, CMG, NFLX & others but this one is my great white whale. Good luck.
    Aug 25, 2014. 12:27 PM | Likes Like |Link to Comment
  • Salesforce.com: As An Investment, A Spent Force [View article]
    Love the comparison to Elon, for whom I have only a little less contempt than for Marc with a c. The difference is that I closed my TSLR short last week when it broke through the previous high but I am short CRM indefinitely even if just on principle (smaller position).
    Aug 18, 2014. 02:19 PM | 1 Like Like |Link to Comment
  • Why Netflix's Reed Hastings Has Candor [View article]
    eloquence? liars can be eloquent. greedy ISPs? So Reed is the good guy?
    Money doesn't grow on trees and server farms and optic fiber are not free nor is it installed or maintained for free by elves in the night. Someone pays so why not the ones who use the most bandwidth?
    Jun 9, 2014. 01:54 PM | 1 Like Like |Link to Comment
  • Why Netflix's Reed Hastings Has Candor [View article]
    could not disagree more "best short since 87" ??? And you can tell by my adopted name that I am not against shorting when conditions warrant.
    to keep it simple - - unlike 87, 2000 & 08 ... there is no bubble. I do agree
    that we can get a correction of 5 to 10%, but that can happen anytime, and
    getting the timing right on corrections is just not that easy. There may be a valid reason for VIX staying low, it doesn't guarantee a bear market around the corner.
    Jun 9, 2014. 01:49 PM | Likes Like |Link to Comment
  • New York Mortgage Trust: The Best mREIT In America Is Firing On All Cylinders [View article]
    Thanks for both replies.
    Apr 2, 2014. 12:10 PM | Likes Like |Link to Comment
  • A Believer In Netflix... It's Not Too Late [View article]
    I guess a bargain at 446 is an even better bargain at 359. Back up the truck.
    Since this article was published, Barron's, normally with a skeptical view, has heaped praise on RH (and that other world savior, MZ) as a top CEO. All hail.
    Mar 31, 2014. 08:22 AM | Likes Like |Link to Comment
  • Salesforce.com And Its 'Amazing' Growth [View article]
    and hopefully profitable for me. would love to hear them call Marc a liar but they'd probably use a euphemism.
    Mar 28, 2014. 05:20 PM | Likes Like |Link to Comment
  • New York Mortgage Trust: The Best mREIT In America Is Firing On All Cylinders [View article]
    such as ... ?
    Mar 21, 2014. 04:44 PM | Likes Like |Link to Comment
  • Salesforce.com lands four-star general on its board [View news story]
    Colin had credibility until Cheney bought his soul. Now this !
    Mar 14, 2014. 11:04 AM | Likes Like |Link to Comment
  • Salesforce.com: Immense Potential For Growth [View article]
    thanks for a good laugh with your play on words (actually letters)
    Mar 14, 2014. 08:40 AM | 1 Like Like |Link to Comment
  • Salesforce.com: Immense Potential For Growth [View article]
    again, not the real Blackstone
    Mar 14, 2014. 08:39 AM | Likes Like |Link to Comment
COMMENTS STATS
318 Comments
338 Likes