November 6, 2014 by Dan • Commentary

Zillow (Z) is a stock that has made no sense to us all year.  Not just from a valuation standpoint but from a competitive one and most importantly from a sentiment standpoint.  Back in the …

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September 23, 2014 by Dan • Commentary

A little more than a month ago, after Pandora made a sharp move higher from $25 to technical resistance just below $28, I initiated a bearish put calendar, looking to finance the purchase of longer …

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