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Maxpoint $MXPT transcript is posted. We've noted that this looks like an attractive deal to us. http://buff.ly/1DKlp3m
It's because companies like Network Solutions and GoDaddy use a "roach motel" customer model that it feels so good to move away from them.
$MATR Numbers are out. Quarter in line, Bookings better than expected. CFO departing which is too bad - I liked him.
$MATR I think the "street" PT on this is currently $7 but IV says $14 on pretty conservative estimates. Will try and get a note out...
$MATR Thin name with what should be a solid ER ATC. Their pre-announced book of business is already over consensus rev ests for 2015.
$FEYE Expensive stock but staying with a small long. Virtualization + Security is good stuff. Acquisition candidate.
$GPRO Not enough value add in this product to sustain growth and margins, media thing is a wildcard but no evidence yet on that. Still short
Although I'm short I was hoping for a big move up off the Q4 earnings since I don't have a full position. Gonna have to watch and wait
$SMT Management not letting anyone but two pet analysts ask questions on ER call - a strike against them.
$MATR CEO presenting at Stifel next week, the 9th. Then ER two days after. Recent hires suggest things are going according to plan. My 2c
$GLUU The chart on his company looks like crap. As if nobody believes in social and mobile as long-term opportunities.
$GLUU The reason I have held onto this name is that I really like the management team. I trust them.
$GLUU I actually believe there is a bigger market for these guys with sports figures. Hollywood great but sports is just staggering...
$GPRO I remain short this thing. I expect a great ER, a blowout probably which might lift the stock in the short term. But from there...
Kim K @KimKardashian and Katy @katyperry are some very very smart young women. Leveraging the mobile social world with @glumobile Big money
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