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jimmy J

jimmy J
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  • Mobileye Is Too Expensive [View article]
    That is very likely and a reason to just hold onto the stock. The likelyhood of when that could happen is another story but the intellectual property is extremely valuable and often misunderstood and overlooked in trying to value the companies stock price.
    Dec 17, 2014. 11:43 AM | Likes Like |Link to Comment
  • A Veritable Short Opportunity At TrueCar's Lockup Expiration [View article]
    Don Dion puts out hundreds of reports monthly, curious what his goal is in this. It's unlikely he writes them all, it's more like what a media machine cranks out and similar to his previous business.
    Nov 6, 2014. 09:30 AM | Likes Like |Link to Comment
  • Short TrueCar: First Mover, First Loser [View article]
    If that were true then why did it find obvious support at 50 day line, seems your late and could have written this report possibly at the initial run weeks ago near the high rather than now when support has been established. Your the first to report "negative customer feedback" you'll have to show evidence since over 5 analysts have failed to report such findings. Trying to argue the short case in a 99 relative strength stock in a 95 relative strength group has never been a road map for success.
    Oct 7, 2014. 03:00 PM | 1 Like Like |Link to Comment
  • Mobileye: $11B Valuation Has Zero Basis In Reality, 60%-Plus Downside Ahead [View article]
    Your assumptions might have some validity if you had even had a clue as to the depth of what has gone into the software. Easily revealed in your statement "(competitors) probably more cost effective for them to produce their own technology" points to an obvious misunderstanding that explains why you can't grasp the valuation. More likely in time you'll look back at the silly assumptions you once thought about valuations worth printing.
    Sep 18, 2014. 12:00 AM | 2 Likes Like |Link to Comment
  • Mobileye - More Risk Than Opportunity Looms Following The First Public Earnings Report [View article]
    "mass domination", more important will be the mass adoption by the secular demand created by favorable insurance and government regulation. specking of mass domination there should be mention mention of what it would actually take for a competitor to obtain the complexity of the Mobileye proprietary algorithms which took over seven years to develop before introduction. All great companies have that initial phase of difficult valuation when you need a bit of imagination to see the big picture.
    Sep 5, 2014. 09:46 PM | 3 Likes Like |Link to Comment
  •'s (WUBA) CEO Michael Yao on Q2 2014 Results - Earnings Call Transcript [View article]
    Not a core strategy to "acquire", financial services offer "additional" growth opportunity, mobile monetization "eventually we catch a big time."
    Whose to stop such a first to the largest of markets?
    Aug 21, 2014. 11:55 PM | Likes Like |Link to Comment
  • Chinese tech stocks, recent IPOs rebound strongly [View news story]
    WUBA crushed earnings, just a thought but might be that WUBA's business model actually works better and is more important to the populous of China than the US. Comments welcome.
    Apr 1, 2014. 03:02 PM | 1 Like Like |Link to Comment
  • Why Yelp Is The BlackBerry Of Social Media Services [View article]

    Lost on this too...if anything a reference with Blackberry at this late date might appear bullish to some. The 'Google gonna crush' idea is stale from last summer, it's over buddy. Insider selling on a regular basis hardly news. Don't own any but disagree with everything written here.
    Mar 11, 2014. 02:06 PM | Likes Like |Link to Comment
  • Sungy Mobile Set To Burn U.S. Investors [View article]
    GOMO actually is (well was) undervalued on a comparison basis with ADRs within it's sector and it's not surprising to see today's surge in share price after basing as many investment blogs were expecting a breakout. The stock seemed to be on everyone's list for past two AMs. Interesting the time spent on these negative articles in the fast developing mobile space and after this Chinese company acquires an international presence in the US. Like 4 major venture firms would put money in a failing business! LOL
    Mar 4, 2014. 02:18 PM | 1 Like Like |Link to Comment
  • First Solar Posts Disappointing Q4 Earnings On Lower Power Plant Sales [View article]
    Actually and contrary to your statements, FSLR leads in technology and price. An analysts upgrade reflects growing conviction in the demand as the solar industry has emerged from a skeptical to credulous phase. FSLR will undoubtedly continue to remain the leader.
    Feb 27, 2014. 08:49 PM | 3 Likes Like |Link to Comment
  • Sun Shines On First Solar's Balance Sheet [View article]
    How does it make any sense trying to compare two companies competing in entirely different industries? Also SolarCity doesn't operate in snowy areas to the degree it would make a difference.
    Feb 22, 2014. 09:45 AM | Likes Like |Link to Comment
  • Yelp: A Rendezvous With Destiny [View article]
    Given both your track records these comments should be viewed as positives for YELP. Might help to use these corrections to your advantage.
    Jan 24, 2014. 02:23 PM | 1 Like Like |Link to Comment
  • Why You Should Sell 3D Systems And Buy Organovo [View article]
    True, comments help debunk trash but why should an obvious amateur get an alert headline link on my iPhone. The author here has been wrong on everything he's posted since starting this year, a string of misconceptions CLF, DRYS, TSLA, FORD, DDD and the grand daddy of all TWTR short at 40 moments before exploding to 75. There's something wrong here but it has yet to be addressed, perhaps to costly for SA to address.
    Dec 30, 2013. 05:53 PM | 5 Likes Like |Link to Comment
  • YouTube - Yelp's Greatest Threat [View article]
    A lot of those stocks have held up strongly over the past couple months before breaking out recently, did you end up covering them? LNKD was a good short at the time.
    Dec 21, 2013. 08:14 PM | Likes Like |Link to Comment
  • Yelp: Popular, But Reaching An Upper Limit [View article]
    The lag was regarding the past few weeks damper on the momo of those U.S. social media stocks compared to the Chinese social media which broke out breakout earlier this week foretelling what happened today. That being the author getting the shaft.
    Nov 14, 2013. 01:13 AM | Likes Like |Link to Comment