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  • NQ Mobile: Current Law Enforcement Investigation Now Added To Fraud Allegations Amidst Delayed Audited Financials [View article]
    I wouldn't describe it as "fragrant". Rancid, heinous, God-awful-stanky might be more appropriate adjectives...
    May 15 03:15 PM | 1 Like Like |Link to Comment
  • A Response To Mallinckrodt And Questcor Investor Questions [View article]
    Really good job on the article! Unlike Adam, which seems to be the case the vast majority of the time, I'm on the other side of the trade. I am long MNK and aggressively trading QCOR. The latter was trading around $80/sh yesterday, in spite of the proposed buyout price (call it $85-88 for now).
    Apr 9 12:08 PM | 4 Likes Like |Link to Comment
  • Pixelworks: Peeling Back The Apple Relationship And Assessing Largest Shareholder's Planned Stock Sale [View article]
    Hey Mark: I guess that your parents taught you to "kill them with kindness" and "if you have nothing positive to say, say nothing at all".

    Have to say that was the nicest and most positive way possible to express the shoddiness of the author's article and its conclusions. Myself...I've never been quite as p.c.

    Btw, great research @ PTT. Best of luck.
    Mar 8 02:33 PM | 2 Likes Like |Link to Comment
  • Veeva Unanswered Questions: A Little Transparency Would Be Nice [View article]
    Sequential top & bottom-line growth (or lack thereof) are a joke when compared to any and all fundamental valuation metrics.
    Mar 4 05:28 PM | Likes Like |Link to Comment
  • Veeva Unanswered Questions: A Little Transparency Would Be Nice [View article]
    You are an idiot. Suhail is providing some much-needed oversight to the crooks...errr...the underwriters' analysts and VEEV management, who have vastly overstated VEEV's TAM and long-term prospects. They only need to b.s. fools like you until the Mid-April lock-up expiration! You'll then see a mass exodus.
    Mar 4 04:27 PM | 4 Likes Like |Link to Comment
  • Veeva confirms loss of Genentech deal, says impact minimal [View news story]
    What an uninformed fool you are...
    Jan 15 05:27 PM | 2 Likes Like |Link to Comment
  • Veeva falls; SA author reports Genentech dropped company for Salesforce [View news story]
    And you think CRM is irrationally valued? CRM is selling at a screaming, bargain-basement price vs. VEEV. VEEV is the most irrationally-overvalued stock I have found since the 1999-2000 internet/tech bubble. It is obscenely valued by any fundamental valuation metric. Take a look at the CRM vs. VEEV fundamental valuation comparison sometime. Pure lunacy...and you have promotional snake-oil salesmen like VEEV's management & underwriters, Jim Cramer, etc. peddling & perpetuating this fraud

    I fear that "It's deja vu all over again."
    Jan 15 03:07 PM | 1 Like Like |Link to Comment
  • Veeva: Analyst Negligence Has Gotten Obscene [View article]
    AA: Great research and above reproach as usual. I really appreciate your diligence and thoroughness. This VEEV underwriter and management b.s. is unfortunately reminding me SO much of the 1999-2000 Internet/Tech bubble.

    So many people just never learn until it's too late...
    Jan 15 02:07 PM | 1 Like Like |Link to Comment
  • Veeva Systems Is A Valuation Outlier, Even Within The SaaS Bubble [View article]
    Great article, especially for your first effort. Very well-researched, clear, and concise. Your points are valid. I have commented many times (within SA, on Twitter, & to clients) since VEEV's ipo that it is the most over-valued stock I have found in many, many years. Its valuation unfortunately reminds me so much of the 1999-2000 internet bubble.

    I look forward to following you and reading your future input.

    Thanks much,

    Ken
    Jan 15 01:46 PM | 1 Like Like |Link to Comment
  • Veeva Systems Is A Valuation Outlier, Even Within The SaaS Bubble [View article]
    Unfortunately leopard, you seem to be one of the exceptions. I'd say that you have the brain of a halibut, but I'd prefer not to offend halibuts.
    Jan 15 01:38 PM | Likes Like |Link to Comment
  • Veeva Systems Is A Valuation Outlier, Even Within The SaaS Bubble [View article]
    What...huh??? That's about the nicest thing I can say about that senseless b.s. you just wrote. Please enroll in a primary English class.
    Jan 15 01:36 PM | Likes Like |Link to Comment
  • Inquiry To Kodak Reveals Bullish Outlook On Uni-Pixel [View article]
    Surfer Dude: You need to pull out a Webster's. Or better yet, if you can figure out how to do so, get on the http://bit.ly/1aiyCU1 site. There you can find the difference between "confidently" and "confidentially".
    Jan 13 06:23 PM | 3 Likes Like |Link to Comment
  • Veeva Systems: Digging Deeper Into The Madness [View article]
    VEEV is insanely over-valued by any and all fundamental valuation criteria in existence. Please enlighten me on the valuation metrics you have employed which suggest that VEEV is currently under-valued.
    Jan 6 10:50 PM | Likes Like |Link to Comment
  • Veeva Systems: Digging Deeper Into The Madness [View article]
    "Dumbtrader" is the perfect moniker for you. "Great earnings report"??? Based on what exactly do you consider that to be a great earnings report?

    VEEV is the most obscenely overvalued stock I've come across in many, many years.
    Jan 6 10:40 PM | 2 Likes Like |Link to Comment
  • Veeva: Mad Science And Train Wreck IPOs [View article]
    Once again, I appreciate your work and insight regarding VEEV. It seems that others are finally beginning to take notice of your initial extensive report. I imagine that many have conducted or are in the process of conducting their own due diligence based on your thesis. As the VEEV "discovery" process gains mass, I expect the selling and decline in VEEV's pps to accelerate.
    Dec 19 01:04 PM | 1 Like Like |Link to Comment
COMMENTS STATS
110 Comments
137 Likes