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  • Yelp: Popular, But Reaching An Upper Limit  [View article]
    Doesn't take much reading between the lines to assume you're not bullish on Yelp. Normally, I would take the author's article with a grain a salt considering he's short. However, I really can find no flaw in his analysis of a classic bubble primed to burst.
    Nov 11, 2013. 03:18 PM | Likes Like |Link to Comment
  • Tesla: I've Taken A Position  [View article]
    I found the author's analysis both logical and mildly interesting. I found several of the comments almost cult-like and robotic. I find the same cult like reaction among Yelp longs. Although I hold no position in either stock, it is troubling to see investors mentally shutdown into snark when contrarian viewpoints are introduced.
    Nov 9, 2013. 12:31 PM | 9 Likes Like |Link to Comment
  • Will Yelp Ever Be Profitable?  [View article]
    Yes, many internet start-ups encounter hiccups on their way to success. But few care to mention that YELP has been futilely trying to turn a profit for over a DECADE now. After a balls to the wall marketing effort resulting in a decade of failure, isn't it time to consider that YELP simply is not a money making concept? Something to consider, just maybe?
    Oct 30, 2013. 10:39 PM | Likes Like |Link to Comment
  • Will Yelp Ever Be Profitable?  [View article]
    Q. "what are any reasons against shorting it?"

    A. The irrational exuberance of the tech market.
    Oct 29, 2013. 07:54 PM | 1 Like Like |Link to Comment
  • Yelp tumbles on missing EPS  [View news story]
    Overheard at YELP Corporate: if we keep spending $1.50 for every $1.00 of revenue and the suckers keep buying our stock.....sounds like a plan!
    Oct 29, 2013. 04:18 PM | Likes Like |Link to Comment
  • Insider Selling At Yelp Is A Non-Issue  [View article]
    A plea for greater civility? Can't disagree with that. Although Scott and I have a prior history of strenuous disagreement, I must admit that his measured response to my blatant provocation impressed me. Remain firm in my convictions about Yelp but will moderate my tone towards it's fans. Thanks.
    Sep 27, 2013. 08:48 AM | 2 Likes Like |Link to Comment
  • Insider Selling At Yelp Is A Non-Issue  [View article]
    Almost a well written article. Probably could have been outstanding with the help of a knowledgeable editor. I'm sure they would have advised that you conclude your article at the disclosure where you state, "I am LONG Yelp"....everything that follows is gibberish.
    Sep 26, 2013. 05:27 PM | Likes Like |Link to Comment
  • Insiders Are Selling Yelp  [View article]
    First let me say that I'm not knocking cult followers. There are certain companies I invest in simply cause I like what they stand for. In fact, I don't like Yelp because I hate that their filter system can ruin a business and their only response is a shoulder shrug and a form letter. Call me paranoid but I've seen too many honest, dedicated small business' harmed because of Yelps policies. I won't provide a point by point rebuttal to your post. Maybe you're right. But I'm an old man that has been in the business world long enough to learn that Karma is a bitch. Without restating Yelps flawed fundamentals, let me end on the note that you seem like a fine fellow that has fallen into the company of an evil entity that will shortly crash & burn.
    Sep 23, 2013. 09:18 PM | Likes Like |Link to Comment
  • Rich Kinder 'Does His Job'  [View article]
    I enjoyed your article. Often it seems authors fall into a maze of numbers and forget the human element in evaluating a company's future. You avoided that pitfall. I place a great deal of emphasis on the man rather than accounting. It's served me well in my investments.
    Sep 23, 2013. 07:44 PM | 2 Likes Like |Link to Comment
  • Insiders Are Selling Yelp  [View article]
    I think you're right about Yelp being heads and shoulders above the competition. However, Yelp is like every other business that needs to make consistent profits to survive. No review service has yet to find a way to monetize the traffic generated by their reviews, including Yelp. Ask your son, daughter, etc. if they base their buying decision on the paid ads or the reviews? It's the reviews and the reviews don't earn Yelp a penny. Next ask yourself if you were a small businessman (which I am), would you pay for ads that make no difference or to put it more colloquially, would you buy the cow if the milk were free? Perhaps Facebook will buy them out as an add on service. Perhaps Yelp will eventually solve the riddle of how to monetize a review site. But unless these unlikely scenarios occur, Yelp is a real long term gamble.
    Sep 21, 2013. 11:20 AM | 2 Likes Like |Link to Comment
  • Insiders Are Selling Yelp  [View article]
    Insider selling, negative revenue, outrageous market cap are all screaming that Yelp is grossly overvalued and due for a big fall. I imagine this is the view held by insiders rather than a mere coincidence of almost 15m shares being dumped. However, certain stocks somehow gain an almost cult-like following that defy conventional wisdom and logic. Yelp may be a prominent example of this phenomenon. I am convinced that the laws of gravity will eventually bring Yelp down with a resounding thud, but my view will be from the sideline with no skin in this game. Were I a long, I'd get out NOW and relish my good fortune. Conversely, shorting Yelp is like predicting when or if a psychotic will regain sanity. I see this as a stock to watch with bemusement as an example of the intricacies of human nature.
    Sep 21, 2013. 10:13 AM | 5 Likes Like |Link to Comment
  • Unsustainable Dividends Pose Threat To Windstream's Prospects  [View article]
    Perhaps the author is correct in his projections. However, it seems I read these same forecasts every quarter prior to my WIN dividend arriving on time and in the promised amount. Seems this whole affair is becoming like the boy who cried wolf.
    Sep 19, 2013. 02:57 PM | 7 Likes Like |Link to Comment
  • Clean Energy Finally Has The Major Catalyst In Production  [View article]
    Kudos to Stephen on such a rare commodity.....common sense.
    Sep 14, 2013. 08:39 AM | 1 Like Like |Link to Comment
  • Ford's Upward Ride Continues  [View article]
    68 is the new 48.
    Sep 11, 2013. 08:28 PM | Likes Like |Link to Comment
  • Kinder Morgan companies rise as Hedgeye releases critical report  [View news story]
    This Hedgeye sounds like the Sen. Ted Cruz of Wall St. All sound and fury signifying nothing.
    Sep 10, 2013. 08:00 PM | 2 Likes Like |Link to Comment