As my esteemed colleague/editor @CCLagator so aptly titled my thoughts in my earlier post on Twitter’s Q4 and guidance “Flushed Down the TWTR“, I think it is safe to say that’s exactly how Twitter holders …
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GMCR announced last night that Coca-Cola was taking a 10% stake in the company. That’s the first major move by either Coke or Pepsi in the single-serve soft drinks arena. Interestingly, KO’s stake in GMCR …
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Following last week’s better than expected Q4 results from FB, and the stock’s subsequent 14% one day surge to new highs, we wanted to offer an alternative structure to those inclined to be long TWTR …
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At the onset of 2014, emerging markets and their respective currencies continued much of the volatile action that investors had become accustomed to in Q4 2013. At the time we made the case that for …
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On Friday morning, after GOOG gapped higher on its Q4 results that I would say were mixed (despite the price action suggesting investors thinking it was fabulous) I made a very bad entry on my …
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Here is a quick recap of all of the trades that we initiated, closed, managed or expired in the week that was Jan 27th – Jan 31st:
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New Media stocks are partying like it’s 1999 to steal the phrase. IN the last few weeks, the standouts in Q4 earnings have come from the likes of FB, GOOG and NFLX, pushing all three …
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A week ago I made the case (below) that GOOG was setting up to be one of the most crowded safe haven long trades in all of large cap U.S. equities. Last night the company …
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OK, so GOOG is the new AAPL circa 2012. I get it. So If I talk crap about your most beloved holding, I apologize in advance for offending your portfolio, and I am prepared for …
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Here is a quick recap of all of the trades that we initiated, closed, managed or expired in the week that was Dec 30th – Jan 3rd:
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