NoMoreShort’s Activity

Tue Jan 6

NL

Boards Post

NoMoreShort replied to the Deranged Monkey Criticism board. 4:31 PM

Re: Google

again, we probably agree more than disagree. i do think you are playing the numbers a bit loose as DTM suggested, but it doesn't change the argument.

just curious, since you use TA quite a bit, doesn't that chart just look horrible -- [more]

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NoMoreShort replied to the Deranged Monkey Criticism board. 3:57 PM

Re: Google

i am not disagreeing with any of those numbers. all i am saying is we all went through this same exercise with MSFT, which I contend should have never traded at less than mkt multiple. but it did, and for a long time significantly more so. [more]

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NoMoreShort replied to the Deranged Monkey Criticism board. 1:37 PM

Re: Google

Some random thoughts on GOOG. don't own it at the moment. No special insights as usual.

Near term the biggest wildcard is obviously the potential loss of iPhone search. i have seen various analyst discuss potential loss of revenue to the [more]

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NoMoreShort replied to the Deranged Monkey Criticism board. 10:55 AM

Re: Pershing Square

AAPL to spite Icahn more? :)

Wed Dec 17

NL

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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]

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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

Boards Post

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...

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 2388
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Threads Started 365
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Most Frequent Board Deranged Monkey Criticism
Very First Post Re: Top price for MO (7/7/2002)
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