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  • TubeMogul: Why This Stock Will Go Down The Tubes  [View article]
    Tube's now at $18.30 one day before ER. "StreetSweeper" better pray for a bad quarter or their short position is going to lose them their office.
    Feb 25, 2015. 05:48 PM | Likes Like |Link to Comment
  • Update: TubeMogul IPO Price Reduction Changes Short Thesis  [View article]
    BOOOOM!

    26% Take Rate, posted a profit, 68% gross Margins, higher guidance, Upgrades coming tomorrow, up 30%+ AH's, look's like you got on the wrong boat.
    Aug 27, 2014. 12:32 AM | Likes Like |Link to Comment
  • Twitter: D-Day Delayed Another Quarter  [View article]
    I'm sure you covered just in time despite being so confident this was going to tank after the ER. I hope you didn't lose too much, seriously.
    Jul 29, 2014. 09:18 PM | 2 Likes Like |Link to Comment
  • Vringo Vs. Google: Take A Deep Breath, The Roller Coaster Continues  [View instapost]
    Won't ZTE et al be able to use the lashes equity defense as well?
    VRNG to the jury: "we are owed at $500,000 at minimum".
    500,000!?!?!?!
    Oct 31, 2012. 05:09 PM | Likes Like |Link to Comment
  • Vringo: Why Winning A Motion For Summary Judgment Was Not A Huge Win  [View article]
    You generalize Vringo's patents -- as if all patents are created equal -- without examing exactly what Vringo's patents are and how they affect Google. Without such analysis, this article is useless and misses the point. Your argument essentially states that because other companies own search-related patents, Vrigno's search-related patents are trivial. Google can decide on it's own which patents are worthy of fighting and which are worthy of settlement. Those of us who have done our due diligence firmly believe that it is in Google's best interest to settle.

    To use another one of your arguments against you, what kind of precedent would Google be setting if they lost this trial? Wouldn't that be an even worse result and create a far more dangerous precedent?
    Oct 5, 2012. 03:02 PM | Likes Like |Link to Comment
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