NoMoreShort’s Activity

Wed Dec 17

NL

Boards Post

NoMoreShort replied to the Deranged Monkey Criticism board. 11:24 AM

Re: Russia

thanks again. it makes a lot of sense.

yeah, i would love to see a bounce in oil price and/or Putin backing down in Ukraine.

maybe it is just me growing up in a non-democratic country. I don't have as big a problem with [more]

Tue Dec 16

NL

Boards Post

NoMoreShort replied to the Deranged Monkey Criticism board. 9:38 PM

Re: Russia

HR, thanks for the reply. your theory is quite interesting, but it is also way beyond my pay grade (not much these days).

but i do think you raised an interesting point along with GM/IT's complaint of few compelling ideas in US. [more]

NL

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NoMoreShort replied to the Deranged Monkey Criticism board. 9:25 PM

Re: Russia

itconsultant, i own that media stock you mentioned, and even talked into a couple of other people buying it. imagine my sorrow. btw, maybe you know this already, but the control Russian shareholder is supposedly the personal banker of Putin and among [more]

NL

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NoMoreShort replied to the Deranged Monkey Criticism board. 9:04 PM

Re: Russia

Than Putin? Does Kim Jong-Un run a pink sheets company? How many shares did you buy?

How many companies/equity has Putin (or his cronies) personally extracted from international minority equity holders?

Contrast to company [more]

NL

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NoMoreShort replied to the Deranged Monkey Criticism board. 5:12 PM

Re: Russia

Turkey was under severe stress early in the year with currency depreciating significantly. Then the central bank came out with a bazooka and essentially doubled the interest rate. At the time, I thought it would wreak the domestic economy and thus [more]

NL

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NoMoreShort posted to the Deranged Monkey Criticism board. 3:54 PM

Russia

So anyone has any thoughts?

i find it somewhat amusing that Rouble went down hard last week because the market thought the central bank didn't raise enough, and went down hard again today because they thought the central bank did too much. [more]

Tue Oct 28

NL

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NoMoreShort replied to the Deranged Monkey Criticism board. 2:18 PM

Re: Happy 85th!

oh plz. I am sure Lloyd went to Uncle Warren just to give him free money.

was it my hazy memory or was MS literally days away from going kaput? and if MS went, i am sure GS would be left alone...

Thu Oct 16

NL

Boards Post

NoMoreShort replied to the Deranged Monkey Criticism board. 3:51 PM

Re: Earnings Syntel

sorry if i sound like i was attacking the idea. i am not. the discussion sounded pretty promising, so I took a quick look, and the margin issue stuck out like a sore thumb.

I mean, you have owned companies like GIB and ACN. no offense to [more]

NL

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NoMoreShort replied to the Deranged Monkey Criticism board. 3:17 PM

Re: Earnings Syntel

care to give a TA assessment on EBAY? also a pretty big breakdown, but i kinda refuse to believe there is much permanent downside.

NL

Boards Post

NoMoreShort replied to the Deranged Monkey Criticism board. 3:15 PM

Re: Earnings Syntel

thanks for the reply.

fwiw, i am highly skeptical any BPO companies could get that kind of margin. think from your customer's point of view. the only reason you out-source is to save money. to give out contracts at 50% gross margin? why [more]

NL

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NoMoreShort replied to the Deranged Monkey Criticism board. 2:17 PM

Re: Earnings Syntel

new to the name. sorry for perhaps naive questions.

why is op margin so high? out-sourcing companies typically get teens op margin at best. this one is so out there. do they do something unique/special?

maybe it is different, but [more]

Wed Oct 15

NL

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NoMoreShort replied to the Deranged Monkey Criticism board. 4:45 PM

Re: Poll: Buy, Sell, Rotate, Hold

u playing googl tmrw?

NL

Boards Post

NoMoreShort replied to the Deranged Monkey Criticism board. 10:37 AM

Re: New name

Now you know what the ultimate contrarian indicator is!

nailed the top by 1% and 2 weeks!!!

Wed Oct 1

NL

Boards Post

NoMoreShort replied to the Deranged Monkey Criticism board. 4:36 PM

Re: stalwart screen

i have nervously done some of the heaviest buying for me in quite some time. there is real carnage in many small/micro-cap names (even worse than R2K would indicate), esp. for the illiquid/leveraged ones.

i am always early on these names, [more]

Wed Aug 13

NL

Boards Post

NoMoreShort posted to the Deranged Monkey Criticism board. 1:08 AM

New name

change of name after 10+ years. fairly self explanatory.

Fire away, HR!

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Boards Stats & Trivia

Big red star, 1000 posts Feste Award Nominee! Old School Fool
Board Posts 2377
Recs Received 6460
People who have rec'd these posts 730
Recs to Posts Ratio (last 30 days) N/A
Threads Started 363
Threads Started Percentage 15.27 %
Most Frequent Board Deranged Monkey Criticism
Very First Post Re: Top price for MO (7/7/2002)
Percentage of Posts Rec'd 64.96 %
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