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sophos2

sophos2
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  • LinkedIn: New Highs As Shorts Have Riskiest Position [View article]
    even at 4B sales its 6.5X Market cap to Sales... Still very expensive
    Aug 3, 2013. 02:31 PM | Likes Like |Link to Comment
  • LinkedIn Q2 EPS beats by $0.07, revenue beats, guidance light [View news story]
    They are going to make 3D electric social cars in the cloud, thats why they are worth that much
    Aug 1, 2013. 04:22 PM | 11 Likes Like |Link to Comment
  • ChannelAdvisor Data Springs Large Negative Surprise For Amazon.com [View article]
    Amazon could easily increase its price for some of their segments and quit/sell some of their unprofitable segments and earn good profits to justify the compagny to be cheap below 100$. This would put the growth rate very low but would help earnings for sure.

    But I still see the risk even at 100$ if they dont want to stop competing in unprofitable segments...

    But at 26$ I would buy a large amount of calls...
    Jun 11, 2013. 08:21 PM | Likes Like |Link to Comment
  • Goldman is working with NetApp (NTAP) to explore options, Bloomberg reports in an updated version of its story about Elliott Associates' stake. Not surprisingly, Elliott is said to be pushing NetApp to return cash, and to be proposing a new director slate. NetApp ($13.9B market cap) had $6.7B in cash/investments on its balance sheet as of Jan. 24, and $2.2B in debt. The company doesn't pay a dividend. Piper believes NetApp is planning to cut 1,300 jobs (~10% of its workforce) in underperforming areas such as its Engenio high-performance storage unit (acquired in 2011 from LSI). Shares +1.6% AH after jumping 6.1% in regular trading. [View news story]
    missing 000 to the amount of cash/investments
    May 16, 2013. 07:25 PM | Likes Like |Link to Comment
  • Workday's Bubble Is About To Pop [View article]
    The question about theses stock is if they will keep their competitive advantage after the large cost associated with booking clients. If they do over the long term they will earn big profits and may be worth a lot later. If they dont, it is worth a lot less... And I think the odds of keeping a BIG competitive advantage needs to be close to 100% to justify this valuation for most cloud stocks.

    And well I dont remember a new industry where most of the early entrants where still dominant a few years later... Usually only a few stay strong.
    Apr 5, 2013. 09:31 PM | Likes Like |Link to Comment
  • Portugal Might See Its Government Quit Over The Weekend [View instapost]
    Many mondays have been negative this year. Not sure for the gap up.

    Monday is down on average YTD by something like 0.3%/monday from some article I read.
    Apr 5, 2013. 03:27 PM | Likes Like |Link to Comment
  • Workday: Overvaluation And Lock-Up Expiration Will Cause Shares To Crash [View article]
    most of the abnormanl negative return around a lock up appear a few days before and after lock up. We will see if this one follow the average lock up.
    Apr 3, 2013. 09:03 PM | Likes Like |Link to Comment
  • Workday: Overvaluation And Lock-Up Expiration Will Cause Shares To Crash [View article]
    It seems just too obvious and easy... I bought a lot of puts myself and I dont see how this could not go lower around lock up with all those shares that venture caps and other insiders will want to sell.

    We will see.
    Mar 31, 2013. 02:45 PM | Likes Like |Link to Comment
  • Cyprus and top EU officials strike a preliminary deal regarding the terms of a rescue package. Deposits below €100K will be transferred from Cyprus Popular Bank (the "bad bank") to the Bank of Cyprus (the "good bank"). Furthermore, deposits above €100K at Cyprus Popular will be taxed and the bank will be shut down. The Bank of Cyprus will reportedly take on all of Cyprus Popular's ELA obligations to the ECB which total ~ €9B.  [View news story]
    I am with Joseph on this, it is going to create bank runs in many weak eu contries (PIGS). The initial reaction to Lehman was small and it took a few days to become a disaster. I expect a gap up tommorow and when people realize there are bank runs, watch out...
    Mar 24, 2013. 10:27 PM | Likes Like |Link to Comment
  • Salesforce.com Will Get Hammered By The Economy And Competition [View article]
    it is financing cash flow in my book... By selling shares to pay for expenses but hiden as stock base compensation...
    Mar 22, 2013. 10:57 PM | Likes Like |Link to Comment
  • Salesforce.com Announces Four-for-One Stock Split [View article]
    same as using non gaap result, to create hype
    Mar 21, 2013. 10:49 PM | Likes Like |Link to Comment
  • Salesforce (CRM) officially announces a 4-for-1 stock split; shares are expected to begin trading on a split-adjusted basis on April 18. The move had been widely expected after Salesforce asked shareholders to support it in a January proxy. They gave their approval at yesterday's annual meeting (transcript). Nonetheless, CRM +0.5% AH. (PR[View news story]
    They go up again on the same news, this is what momentum stock do, lol. Funny to see... Doh, I`m short. But patient.
    Mar 21, 2013. 08:27 PM | Likes Like |Link to Comment
  • Will Workday Miss Its Revenue Target? [View article]
    I read that yesterday and I expected workday to fall today, but well I guess this is positive for workday since they are up in a down market...

    Very rational
    Mar 21, 2013. 10:30 AM | Likes Like |Link to Comment
  • A deal has reportedly been reached for a group of Russian investors to buy one of Cyprus' banks for €4B. If so, it would greatly reduce the country's financing needs. The euro (FXE) moves about 40 pops higher, and European shares (FEZ) add nearly 1% to their gains. SPY at session highs, +0.6% premarket. Update at 8:35: A Cyrpus government spokesman is denying any such deal. [View news story]
    Maybe the mafia has the need for a bank?
    Mar 20, 2013. 08:26 AM | 3 Likes Like |Link to Comment
  • Understanding The Software-As-A-Service Model [View article]
    And for god sake people need to stop seeing SBC as an operating cash flow, this is the same as selling shares on the stock market.

    In essence it is a financing cash flow to pay expenses. We need to have both at the right place...
    Mar 19, 2013. 07:28 PM | Likes Like |Link to Comment
COMMENTS STATS
148 Comments
109 Likes