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Mitch Zeitz

Mitch Zeitz
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  • The Fat Lady Is Clearing Her Throat [View article]
    Great work, thanks.
    Jan 22, 2015. 09:45 AM | Likes Like |Link to Comment
  • Wants To Flop In Movie Theaters [View article]
    " It seems like yet another attempt to throw spaghetti at the wall and see if it sticks."

    Yes, and of course the movie business is far sexier than selling diapers.
    Amazon reminds me of the massive conglomerates of the 60's with its desire to be in every single industry from groceries to electronics to movies. We know how that turned out.
    Jan 21, 2015. 11:29 AM | 1 Like Like |Link to Comment
  • Chevron: A Crude Awakening Looms [View article]
    Very informative post, thanks. I agree that CVX may have a drop in store.
    Jan 16, 2015. 11:27 AM | 4 Likes Like |Link to Comment
  • Trouble In Iron Ore Land [View article]
    Great post, I completely agree with your analysis.
    Jan 16, 2015. 11:21 AM | Likes Like |Link to Comment
  • Increasing Cash Flow In A World Without Risk Free Yield-Bought The ETF PFF [View article]
    Thanks for this informative post. I'm long PFF, but am concerned about the credit risk issues.
    Jan 16, 2015. 11:08 AM | Likes Like |Link to Comment
  • Expect The Unexpected [View article]
    Great article, thanks for another thought provoking post.
    Jan 16, 2015. 10:30 AM | 1 Like Like |Link to Comment
  • Stick A Fork In Amazon: Gene Munster's Stock Of The Year Is Done [View article]
    "If growth funds have to sell, but value funds can't buy ..."

    And it is this seam through which current AMZN "investors" will fall, wondering the whole time how can the stock continue to slide despite rising revenues, innovative management, etc. Classic MOMO reversal.
    Jan 15, 2015. 12:37 PM | 14 Likes Like |Link to Comment
  • Zillow And The Quest For Profitability [View article]
    You lost me when you said Z and Trulia have merged - kind of a big error right of the bat.
    Jan 14, 2015. 05:17 PM | 1 Like Like |Link to Comment
  • The Incredible Shrinking Tesla Disclosure [View article]
    Paulo, how long until TSLA stops disclosing revenue in its quarterly reports because the numbers are down yoy?
    Jan 14, 2015. 04:42 PM | Likes Like |Link to Comment
  • Quit Playing Games With My Amazon [View article]
    You mean ancient history like when the stock was going up?
    Jan 14, 2015. 02:33 PM | 2 Likes Like |Link to Comment
  • Before You Short Tesla Remember This: Tesla Is Selling A Brand, Not A Car [View article]
    I for one maybe a dumb bear, but I'm going to cover when its less than $1 and increased my short today.
    Jan 14, 2015. 12:54 PM | 3 Likes Like |Link to Comment
  • Copper Makes A Move - Is Copper The Next Oil? [View article]
    I've been short JJC for more than 2 years now and will cover when copper hits $1.25/lb or so.
    Jan 13, 2015. 11:01 AM | 1 Like Like |Link to Comment
  • Quit Playing Games With My Amazon [View article]
    As soon as Amazon prices things to make real profits, many of their customers will be gone. Investors need to reassess customer loyalty and the value of profitless growth.
    Jan 13, 2015. 10:53 AM | 9 Likes Like |Link to Comment
  • Monster Worldwide Is Ugly, Unloved, And Cheap With An Attractive Risk-Reward [View article]
    Good work on this out of favor name. I always think there's the possibility of being acquired (maybe LNKD).
    Jan 12, 2015. 04:45 PM | Likes Like |Link to Comment
  • A Major Reason For Alibaba To Acquire eBay, Beyond The Obvious Ones [View article]
    This is both very interesting and disturbing info. Interesting in that eBay seems to have quite the sweetheart deal, but disturbing in that the USPS, who is losing billions/yr and needs a massive restructuring or a taxpayer bailout, is offering such obviously stupid deals.
    Jan 11, 2015. 08:29 PM | 4 Likes Like |Link to Comment