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TMTanalyst

  1. I've had meat in 5 of last 6 meals.lots of it braised or slow cooked. Yum about 1 hour ago from TweetDeck
  2. @shanewines cool. Looming fwd to the new releases. about 3 hours ago from TweetDeck
  3. just waited 20 minutes to get seated at ippudo but i see at least 1/2 dozen empty seats scattered about. #WTF about 3 hours ago from TweetDeck
  4. But first some games and coffee. about 4 hours ago from TweetDeck
  5. Debating between ippudo and momofuku for ramen before heading to FL. about 4 hours ago from TweetDeck
  6. This is what @foursquare should be RTing RT @fakecarolbartz: Just became the Mayor of Fiesta Liquors - Sunnyvale! on @foursquare 3:19 PM Dec 22nd from TweetDeck
  7. Just got home and cooking up some lamb shanks. Old friends coming by ay 7 for scotch, wine and dinnner. Could get ugly. Will let u know 2:37 PM Dec 22nd from TweetDeck
  8. @Dasan or multiples expand. Expansion could be tough unless willing to give it more of a REIT/Tower multiple. Shorts point out never FCF + 12:40 PM Dec 22nd from TweetDeck in reply to Dasan
  9. @Dasan Lots of smidiots like to think overbuilding will kill supply/demand and valuation. You either need to think EBITDA goes up or 12:40 PM Dec 22nd from TweetDeck in reply to Dasan
  10. I am going to strangle my boss. He just turned the TV up going into a commercial. CNBC adds negative value as it distracts from real work. 11:32 AM Dec 22nd from TweetDeck
  11. @bradfranklin Thanks will take a look. I focus less on semis but always like data points and joining the convo 11:01 AM Dec 22nd from TweetDeck in reply to bradfranklin
  12. @bradfranklin Dennis is a freakin idiot. The worst on a useless network. 10:53 AM Dec 22nd from TweetDeck in reply to bradfranklin
  13. @Dasan I was long from 65ish to 100. Now looking to rebuild position. $EQIX. 10:50 AM Dec 22nd from TweetDeck in reply to Dasan
  14. Updating my $EQIX model. Still lots of room to the upside and $SDXC deal could be a home run in hindsight. 9:00 AM Dec 22nd from TweetDeck
  15. Yet $ATVI still trades like garbage everyday but I remain convicted in 2010 Blizzard story. 8:17 AM Dec 22nd from TweetDeck
  16. MW2 tracking a few million units ahead of street expectations more than enough to offset disaster of TH Ride and poor music sales $ATVI 8:17 AM Dec 22nd from TweetDeck
  17. @shanewines Are you doing any wine dinners in NYC or tastings? Pls let me know. 8:09 AM Dec 22nd from TweetDeck in reply to shanewines
  18. Finally booking #CES flights. I'm screwed. Nothing direct from NYC or SF where there's a conf. #annoyed 6:00 PM Dec 21st from web
  19. @marketfolly Agree, love a pullback to get long again. Any thoughts on supply/demand balance. Big part of bear thesis is overbuilding. $EQIX 5:57 PM Dec 21st from web in reply to marketfolly
  20. @johnwelshphd as for selling the unit, this has been for sale for a long time. Look at old transcripts and they talk about it. 2:39 PM Dec 21st from TweetDeck in reply to johnwelshphd
  • Name TMTanalyst
  • Location Manhattan by way of Brooklyn
  • Bio Tech/Media/Telecom hedge fund analyst. I love cooking, food, wine and hip hop before Biggie died
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