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j03m

j03m
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  • How To Trade The Facebook IPO [View article]
    I could get more then 400 followers on seeking alpha by posting on my facebook wall for my friends to follow me.

    This article was sent to 2,128 people who get email alerts on FB.
    May 17 10:18 PM | Likes Like |Link to Comment
  • 4 Cheap Growth Companies and 4 Overvalued Short Candidates for Pairs Trading [View article]
    CRM is pure madness. But as mentioned by LuckyPick - can you beat the Cramer pump? Also - the timing around this short is very finicky I think considering the amount of noise around "cloud computing" etfs and the average joe's ability to be swayed by marketing mumbo jumbo. I think it is the right side of the trade for sure - the question is when?

    On the good side (or bad, depending on your view) CRM is 93% institutionally owned it seems (per google finance). Someone, somewhere has to see this thing is a deck of cards, but be sure they're going ride it as far as it will go.

    What are you guys seeing as a time frame?
    May 25 09:39 AM | Likes Like |Link to Comment
  • Joe Feshbach's Highest Conviction Position: A Regenerative Medicine 'Game Changer' [View article]
    Man, since when do single speculative articles about nothing companies get on seeking alpha front pages? Smells like serious Pump and Dump to me.
    Jan 12 04:28 PM | 4 Likes Like |Link to Comment
  • The End of Hand Crafted Content [View article]
    Hmmm. We're certainly at risk of consuming drivel. But haven't we always been? I mean - there's the New York Post isn't there?

    I think they'll always be a market for intelligent discourse. The little faith I have left in humanity is that this niche is ever present and continuous.

    Edit:

    Also - as I considered this more and more, we had a bit of this problem pre-google in another way/shape/form didn't we? Before google revolutionized search with it's algorithm we had the issue that I could jam pack my page full of keywords and meta tags and make it to the top of the original search engines (webcrawler, excite) etc. I would key in a search term and get a thousand hits for junk sites trying to push me more junk sites in an infinite loop of ads.

    Innovation will certainly solve it. So will our social graphs. I'm suddenly inspired. :)
    Dec 14 12:13 PM | Likes Like |Link to Comment
  • Artificial Life: Nothing Fake About This Software Company [View article]
    P+D?
    May 19 08:58 PM | Likes Like |Link to Comment
  • Q1 Earnings Season Preview - Why 2009 Is Not 2008 [View article]
    I agree with RickWade, look at Schwartz' track record. He called Apple, He called the oil short, he called BofA and C. Every time this guy posts I make 100+%.

    In Schwartz we trust.

    The question is - if you bought BAC at 3, should you get out now?
    Apr 10 12:39 PM | Likes Like |Link to Comment
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