Archive for July, 2012

  • Selling High Growth Names Into Tough Comps
    Posted by on July 27th, 2012 at 12:29 pm, Comments: 0

    I won’t go rummaging through my StockTwits steam trying to find the quotes because that would take forever, but I want to highlight why I was very bearish on Starbucks going into the print, and have been for about 3 weeks now. I think it contains an important lesson for trend/momentum traders, and those who [...]

  • Going To Zero: Why More Public Companies Than Ever Before Will Be Worth Nothing
    Posted by on July 25th, 2012 at 2:15 pm, Comments: 0

    Once in a while you’ll see a remark from me on the stream, or on this blog, that a stock is “going to zero”. Not many companies that once traded above a 300M marketcap end up seeing their equity become literally worthless, but it does happen. Why don’t many companies see this take place? Mostly [...]

  • Estimize Global Rankings
    Posted by on July 24th, 2012 at 12:58 pm, Comments: 0

    Today we released a hand full of exciting updates to the Estimize platform, you can read more about them here. Right now though, I’d like to introduce the new Estimize Global Rankings. One of the great aspects of our community sharing structured data is that we have the ability to effectively rank and rate contributors. [...]

  • The New Estimize Dashboard
    Posted by on July 24th, 2012 at 12:57 pm, Comments: 0

    At Estimize we’re constantly learning about what our community does, doesn’t do, and wants to do by meticulously analyzing our metrics. While we have a roadmap of new features to build and assumptions to test that is a mile and a half long, we’re constantly iterating on the platform. Since we launched the public beta [...]

  • The Amazing Relationship Between the Estimize Consensus and Apple’s Guidance
    Posted by on July 23rd, 2012 at 2:51 pm, Comments: 0

    We’ve been collecting Estimize community data on Apple now for 8 quarters, which includes previously published estimates from some Estimize community members before the platform went live in December of 2011. We recently took a look at this data in more detail and found some really amazing stuff. In short, not only is the Estimize [...]

  • Why Regulation Will Never Fix Sell Side Analyst Shenanigans
    Posted by on July 16th, 2012 at 1:22 pm, Comments: 0

    It’s not like sell side analyst shenanigans have ever been a secret, everyone is aware of it. Our government and regulatory agencies have made veiled attempts at cutting down on the blatant law breaking, but it’s never really worked. Why? It’s very simple. You can’t write laws to outlaw the fundamental purpose for someone’s existence. [...]

  • The Most Disgraceful Act Ever Committed By The NHL
    Posted by on July 15th, 2012 at 3:31 pm, Comments: 0

    This week, the NHL didn’t send a shot over the bow of the NHLPA in this summer’s CBA negotiations, they launched a squadron of bombers all armed with nuclear weapons, opened the bay doors, and dropped them. The bombs can be disarmed remotely before they hit the ground, but if the owners’ strategy in 2004 [...]

  • Why Most Non Static Location Service Jobs Will Be Freelance Soon
    Posted by on July 6th, 2012 at 9:05 pm, Comments: 0

    BestBuy is going under eventually, there’s no way around it, done. So is GeekSquad, which BestBuy purchased. GeekSquad was killed by the Apple Genius bar and the paradigm shift from desktops to laptops, and then laptops to tablets. Who calls GeekSquad to fix their tablet? When does a tablet ever need fixing? And if you [...]

  • Why You Don’t Buy High Momentum Names and Breakouts In A Choppy Market
    Posted by on July 2nd, 2012 at 7:01 pm, Comments: 0

    Listen up because this is an important lesson. Breakouts do not work in choppy markets, and the odds of a disaster taking place in your momentum stocks rise precipitously. This is a fact, don’t fight it, argue with it, reason with it, avoid it, just honor it. You do not want to be highly exposed [...]