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jimmy J

jimmy J
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  • 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 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 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 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 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 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 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 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 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 01:13 AM | Likes Like |Link to Comment
  • Yelp: Popular, But Reaching An Upper Limit [View article]
    Agree shorty will need to cover sooner than he thinks. China social media stocks are recovering, lagging US social media should also follow sooner or later as the run is far from over.
    Nov 12 08:33 AM | Likes Like |Link to Comment
  • Yelp Can't Scale Without Getting Smarter About Its Review System [View article]
    Recently released info supports what I figured. YELP is addressing the problems by filtering of reviews and claims 25% never get posted automatically by an algorithm that attempts to weed out fakes. I would think this is an evolving data science that will benefit helping us use the YELP site that really makes travel and local commercial business searching so much more enlightening and fun. Imagine the data science will get much better in time and address the fears Leigh has presented here. 
    Oct 1 12:44 PM | Likes Like |Link to Comment
  • China Lifts Facebook & Twitter Ban: 3 Winner & 3 Losers [View article]
    Actually just the opposite of your prediction regarding SINA, more acceptance, more tolerance is a win win situation that leads more eyes more growth more revenue in an emerging space. People forget this is such a young industry.
    Sep 25 10:10 AM | Likes Like |Link to Comment
  • Insiders Are Selling Yelp [View article]
    Very typical, insider selling at this point, renders your article rather meaningless. People sell for all kinds of reasons, buying a house, sending kids to college, taking deserved profit to diversify holdings.
    Sep 21 09:21 AM | 5 Likes Like |Link to Comment
  • A Shift In Advertising Spending To Online Will Benefit These Companies [View article]
    When did people start believing Cramer could help solidify an outcome...too funny. Like what Jim Cramer has done for the TV crowd but really? Also saying YELP has less of a possible market for advertising than Pandora, well maybe if the population of earth never removed their headphones and had all been transported to a colony on Mars.
    Sep 18 12:49 PM | Likes Like |Link to Comment
  • Yelp Can't Scale Without Getting Smarter About Its Review System [View article]
    Hum, "data science" I would imagine it's implementation will not be missing from the build out phase when the time is right. Imagine years ago in the think tank stage these issues were discussed, dealt with and included in the plan. I've seen some evidence of it but obviously this is a huge market and just like yahoo message boards people have to use common sense when judging what they read. It's not all "awful" but then again it might be the city you live in, it's entertaining to read thoughts that support your view regarding say certain restaurants for example. YELP is essential, a powerful tool in it's niche that just might be different enough to survive (the unbundling as you say) becoming a giant in the social mobile world. Great thoughts as always Leigh.
    Sep 9 10:25 PM | Likes Like |Link to Comment