Thirty years ago, in March 13th, 1986, a little company named Microsoft (MSFT) went public. Split adjusted the IPO price was below 10 cents!. At the time the Nasdaq Composite (CCMP) was trading very near 300. MSFT …
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Last week Kara Swisher of Recode sat down for her weekly Recode Decode podcast with venture capitalist Bill Gurley of Benchmark (early Uber investor and board member). Listen here, I have 2x: There is a …
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Regular readers know that I don’t place too strong an emphasis on sell side analyst research ratings changes. I generally don’t unless that analyst making the move has a proven track record on the industry, …
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Shares of Alibaba (BABA) are up more than 4% today, trading at a new 52 week high. BABA is up 28% on the year, and up 82 from its 52 week and all time lows …
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Smart money is constantly hunting for the next big technological service, standard or platform. To get a sense what that smart money is looking at (to eventually bet on), I follow a bunch of VC …
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Event: Workday Inc. (WDAY) reports their fiscal Q2 results tomorrow after the close. The options market is implying about a 8% one day post earnings move, which is rich the 4 qtr and 15 qtr (since …
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Twitter (TWTR), you know the drill by now. The company is not growing users, revenue growth has decelerated massively (expected to be 16% this year and 13% next), profitability on a GAAP basis remains elusive, and …
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Earlier I highlighted recent price action following earnings in three once loved tech stocks. All have high short interest, all were down sharply from their 52 week highs, and all are now experiencing sharp short …
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Yesterday, shares of Fitbit (FIT) closed up 13.5%. Shares of 3D Systems (DDD) closed up 17.5%. This morning, shares of Square (SQ) opened up 15%. All of these initially hot out of the box (IPO) tech stocks are …
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Event: Tesla (TSLA) reports Q2 results tonight after the close. The options market is implying about a 7% one day post earnings move, which is just shy of its 4 qtr average one day post …
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