mnoman

mnoman
Send Message
View as an RSS Feed
  • Amazon launches $5B buyback; shares rise (updated)  [View news story]
    Bezos is smart guy. He knows stock will be much higher in couple of years and he can buy if something like LinkedIn. Don't underestimate this guy.
    Feb 10, 2016. 04:32 PM | 2 Likes Like |Link to Comment
  • LinkedIn: A Buy At These Depressed Prices  [View article]
    Linkedin website is simple. They really dont have lot of R&D like Apple/Google/FB. Dont need super smart people anyway.
    Feb 8, 2016. 05:17 PM | 1 Like Like |Link to Comment
  • LinkedIn: A Buy At These Depressed Prices  [View article]
    All tech jobs in valley are through networking on linkedin ...
    Feb 8, 2016. 05:16 PM | 2 Likes Like |Link to Comment
  • Citron's Left goes long LinkedIn following plunge; shares higher  [View news story]
    This will rebound versy soon. Lot of money is ridden by silicon valley VCs. If Linkedin goes 50 they will lose all credibility.
    Feb 8, 2016. 05:15 PM | Likes Like |Link to Comment
  • Apple's Broken Narrative  [View article]
    Apple is a software company that shops it in a nice hardware ...
    Feb 4, 2016. 03:11 PM | 1 Like Like |Link to Comment
  • U.S. oil rig count drops by 5  [View news story]
    It's a free market ... What do you want president to do?
    Jan 22, 2016. 01:54 PM | 13 Likes Like |Link to Comment
  • Is Zillow Still A Compelling Short?  [View article]
    This will not be below 120 when the trla deal closes. The way deal was written and the way trla execs are compensated, the trla stock has to be be over 48$ for 20 days out of 100 .. it started on Nov 11th, I dont see it falling below 120 before dec 10th .. please google about this ... it is working as expected ... this thing will fall next year ...
    Nov 19, 2014. 09:58 AM | Likes Like |Link to Comment
  • GoPro: Acknowledged Huge Risk With Potential Huge Rewards  [View article]
    GoPro has no technology ... there are better camera out there ... Sony and Nikon has better technology and it is just a matter of time, they put it in water proof box and kill gopro .. there was a reason IPO was priced 24. Xmas 2014, it will be 50 and Xmas 2015 it will be 30$
    Sep 25, 2014. 10:29 AM | Likes Like |Link to Comment
  • Zillow Shares May Be No Place To Rest Your Head  [View article]
    I work in valley so know the culture ..

    Tell me one true competitor of Yelp ? Google+ ?
    Jul 11, 2014. 11:48 PM | Likes Like |Link to Comment
  • Zillow Shares May Be No Place To Rest Your Head  [View article]
    Dont short Yelp .... Yelp has co competitors .. it has lot of user generated content which is precious .. Yelp will be acquired soon ..

    Zillow content is provided by sellers/brokers and they can take their business anywhere on a minute notice when google tells that they can advertise on google map for free ...
    Jul 11, 2014. 06:56 PM | Likes Like |Link to Comment
  • Zillow Shares May Be No Place To Rest Your Head  [View article]
    Cisco, FB, Microsoft had no competitors .. Zillow have lot of competitors, Google can start house listing on google maps/earth world wide and close zillow business moot in a day ...
    Jul 11, 2014. 06:52 PM | Likes Like |Link to Comment
  • Zillow Short Squeeze Creates Pair Trade Opportunity  [View article]
    If nasdaq tanks 5 percent, it will tank 20 percent, this could be hedge against long on amzn, fb, appl etc ... I really hope you buy puts ...
    Jun 4, 2014. 10:28 PM | Likes Like |Link to Comment
  • Zillow Short Squeeze Creates Pair Trade Opportunity  [View article]
    Its true until it is true.
    Jun 4, 2014. 10:27 PM | Likes Like |Link to Comment
  • Tesla: Has The Bull Case Finally Cracked?  [View article]
    Who cares about gross margin, we all need to know about net margins. I can have 200% gross margins if I pay all R&D expenses with stock. Wall Street agree with me and aapl is below 480 instead of 700+

    Are you implying AAPL is tesla?
    Oct 4, 2013. 02:43 PM | Likes Like |Link to Comment
  • Tesla: Has The Bull Case Finally Cracked?  [View article]
    Competitors eat margins ... At the end of day, tesla sells cars .... Why appl has so low PE (8-9) and goog has high PE (27). Even msft PE is 16. Reason is aapl sells hardware. Yeah its tech company but it sells macs, iphones, ipads. Apple net margin is 37% (declined from 47% in 2 years) and it will be below 30% in next 2 years. Apple net margin is still high because of their software services like itunes , iOS etc.

    This is momo stock with no basis. This is no NFLX, LNKD, CRM, FB because cost for all these companies is fixed as they are pure software companies and they can scale on an hour notice. I work for one of the company listed above :)

    The Tesla quality will also not matter. If you are a car buyer and Gen III is sold for 35K and others (EVs from all other companies) for 28K, most people will go for 28K. Tesla will have to reduce price to compete on cost.

    At the end GS will be proven correct ... It will happen, don't know when but it will.
    Oct 4, 2013. 01:53 PM | 1 Like Like |Link to Comment
COMMENTS STATS
48 Comments
77 Likes