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  • 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
  • Clean Energy Finally Has The Major Catalyst In Production [View article]
    Very good analysis. Lots of pros and cons to weigh in looking at Cline. I tend to believe NG is the fuel of the future but I'm betting on pipelines (KMP) and engines (CMI) as the safest way to profit from this trend.
    Sep 7, 2013. 07:16 PM | 9 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
  • Tesla: When The Concept Becomes Mainstream [View article]
    I agree with all the good features you mentioned about Tesla. However, I rather doubt that all the deep pocketed carmakers in the world are going to sit quietly by while Tesla captures the market. I suspect that competition will steal, borrow and innovate until they have equal or better models than Tesla. That's the way capitalism works. I wouldn't want to be sitting on a pile of overvalued Tesla stock when the inevitable happens. I really like Tesla but have to agree with the author that this is not a stock for a long investor.
    Nov 15, 2013. 03:19 PM | 5 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
  • Why Yelp Is Still By Far Undervalued [View article]
    Where you stand depends upon where you sit. Perhaps if I held a long position in Yelp, as the author does, I could ignore negative revenue and a flawed business model. It is a true stretch to term Yelp as "undervalued" by any sound business measure.
    Aug 3, 2013. 09:44 AM | 5 Likes Like |Link to Comment
  • Why Yelp Is Still By Far Undervalued [View article]
    Cooperdoo1, Yelp may have further upside given its short interest, however its valuation makes it susceptible to large, sudden falls in share price. I would advise against any position in this stock unless your true purpose is to gamble rather than invest.
    Aug 4, 2013. 10:15 PM | 4 Likes Like |Link to Comment
  • Yelp: Future King Of Content [View article]
    Yelp is almost a decade old and has yet to become a profitable business.Their site is fun but their business model is fatally flawed. In brief, as a small business owner I have been solicited on numerous occasions by Yelp marketing. Perhaps you could answer what they cannot. Why would a prudent businessperson spend ad dollars on a service they already obtain free of charge? Keep in mind that consumer buying decisions are made based on the reviews not on paid advertisements. If I have good reviews they will call me. If I have bad reviews they will call someone else. Either result is totally independent of how much one gives Yelp for ads. See the problem? This is not a unique insight I have stated. Ask your local business if they advertise on Yelp. 80% will say no for the reason I have stated. Another 10% will say no because they are almost universally despised in the small business community. Proof? Google "Yelp is a scam" and read what their customers have to say. Investing in Yelp is like buying a ticket on the Titantic. It may look pretty and shiny but it's going to the bottom.
    Apr 28, 2013. 05:21 PM | 4 Likes Like |Link to Comment
  • Yelp Is Madly Overvalued Even After The Correction [View article]
    Jacob,
    Although your argument is both logical and refreshingly rational, it has been restated so often that it is becoming mildly annoying by virtue of its repetitiveness. What will be interesting is to come back to the comments section and read all the puffery in rebuttal of the glaringly obvious arguments you've made. Yelp is a company that has never known profit, has no moat and is a textbook case in smoke and mirrors. Will investors ever learn?
    Dec 6, 2013. 09:41 AM | 3 Likes Like |Link to Comment
  • Clean Energy Fuels, UPS sign LNG fuel deals [View news story]
    I suspect this could be a tipping point for CLNE. Companies tend to follow the leader and UPS is certainly a leader. Think today is finally time I get off the fence and load up on CLNE.
    Nov 13, 2013. 12:23 PM | 3 Likes Like |Link to Comment
  • YouTube - Yelp's Greatest Threat [View article]
    "..Yelp needs to depend on independents. But the very power of the rating system means that advertising in this case should be ineffective. If you are a small business with great reviews on Yelp, do you also need to advertise on Yelp? And if you have poor reviews on Yelp, do you want to help fund a site bashing your business?"

    It really IS that simple.
    Aug 26, 2013. 07:39 PM | 3 Likes Like |Link to Comment
  • Yelp: The False Assumptions Bears Are Making [View article]
    " I remember having purchased the Put options on Yahoo with the $40 strike price while Yahoo was at that time trading at a $180 BILLION market cap." yadda, yadda... Scott Ryan

    I'd respectfully suggest the author recall a fundamental of both coin flips and certainly investing. Namely past performance is no guarantee of future performance. In judging the potential or lack thereof regarding Yelp, it sounds a wee bit like a used car salesman when one seeks to validate their arguments with past success.
    Aug 12, 2013. 07:41 PM | 3 Likes Like |Link to Comment
  • Why Yelp Is Still By Far Undervalued [View article]
    KFed I find that a false but ironically apt analogy. America was the new world which my presence here in America validates the keen insight of my ancestors. Yelp is just a foolish repeat of the tech bubble which validates your ignorance of history.
    Aug 4, 2013. 05:22 PM | 3 Likes Like |Link to Comment
  • Trading Athersys: Risks And Rewards [View article]
    I am unconvinced by the author's assertions. Apparently many other investors share my skepticism. Accordingly, if the author offers valid opinion, it would appear reasonable for him to respond with supporting evidence regarding his position. Specifically, (1) Proof of any fraudulent action(s) by the principals of Athersys and or (2) Hard data supporting the claim of a 95% certainty of trial failure.

    I would respectfully suggest the author either rebut these questions via reply or concede through his silence that this article was nothing more than a crude attempt at market manipulation.
    Apr 19, 2013. 03:15 PM | 3 Likes Like |Link to Comment
  • Yelp - On Track To Potentially Become The MySpace Of Online Review [View article]
    "Yelp's "customers" are not the individuals who read and write reviews, but rather are the businesses that are being reviewed." That one statement is like the child who shouted out that "The Emperor has NO Clothes". So many Yelp "investors" seem dazzled by what a "cool" site it is that they seem to forget the most basic fundamentals about how business must be profitable to survive. It is spot on to point out that one should not just look at the potential market but to question why Yelp after pouring millions of dollars and resorting to extortion has yet to achieve any meaningful penetration of this huge market? Excellent article that should (but probably won't) wake a lot of pundits up.
    Jan 15, 2013. 10:34 AM | 3 Likes Like |Link to Comment
COMMENTS STATS
136 Comments
143 Likes