NoMoreShort’s Activity

Today

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NoMoreShort replied to the Deranged Monkey Criticism board. 11:42 AM

Re: the NFL system of Justice

Fact: They illegally videotaped one Rams practice.

Fact: They were illegally videotaping during the game from the sidelines for years.

Fact: Each of those first 3 SBs came down to a 3-pt margin.

Fact: Any marginally
[more]

Yesterday

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NoMoreShort replied to the Deranged Monkey Criticism board. 12:10 AM

Re: the NFL system of Justice

bravo Eddie bravo. wish i could rec it a thousand times!

Wed Jul 29

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NoMoreShort replied to the Deranged Monkey Criticism board. 4:47 PM

Re: Big growth firms' growth rates

at what point will this possibly matter? maybe never, i realize.

non GAAP EPS: 50c
GAAP EPS: 25c

fully diluted shares: 2,850 vs. 2,615 last year

Tue Jul 28

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NoMoreShort posted to the Last RoundUp board. 2:02 AM

BIDU

deja vu is my feeling after reading the latest conf call. As you may remember, I pounded the table on BIDU around two years ago, as the stock had a meaningful correction as the market was concerned about elevated investment.

Well, here we [more]

Fri Jul 24

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NoMoreShort replied to the Deranged Monkey Criticism board. 11:41 AM

Re: VRX comments

maybe i am way off here. i think what surprised me about some of these generic/specialty drug companies are how much they were able to raise pricing.

Take TARO, the biggest dermatology player. over the last 4 years, sales went up 19% CAGR [more]

Wed Jul 15

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

Re: Nope

good ol' MOVI.

if i remember correctly, their niche was in rural markets where mailed DVD was supposed to be a lesser threat. Streaming was even more remote of a concern, no?

MOVI had low P/E, strong balance sheet/FCF, [more]

Tue Jul 14

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NoMoreShort replied to the Deranged Monkey Criticism board. 10:06 PM

Re: Bubble call

well, it actually may not be too late. the market had the obligatory bounce, and valuation has simply got less crazy, but still crazy.

it's also pretty amazing how many local investors are already clamoring to get back in (using leverage no [more]

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NoMoreShort replied to the Last RoundUp board. 1:00 PM

Re: Airlines - SAVE Report - help the martian

i know the review below does not answer your question directly, but it does cover some points.

i think besides having a view on the industry (are they at peak margin/ROIC now), you have to decide which category SAVE is in. i know next to [more]

Thu Jul 9

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NoMoreShort replied to the Last RoundUp board. 11:30 AM

Re: Better lucky than good...

easy come, easy go, right?

welcome to the roller coaster ride!

Wed Jul 8

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NoMoreShort replied to the Last RoundUp board. 7:17 PM

Re: Intel (INTC)

1) Altera purchase. This is all cash deal; no equity dilution. This will be EPS accretive.


hmm, paying 8x sales and 37x EPS for a company with -2% 3 year CAGR sales? sure it is accretive under 0 rate, but at what ROIC? You [more]

Tue Jun 23

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NoMoreShort replied to the Deranged Monkey Criticism board. 12:29 PM

Re: Poll: The next bubble?

ok, i can't resist. personally i don't think it is even close. China.

Look at the P/E

Shanghai:
# %
# of P/E < 10 17 1% (exclusively banks)
10 to 20 50 4%
20 to 50 260 21%
50 to 100 258 21%
> 100 371 [more]

Wed Apr 15

Wed Feb 25

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NoMoreShort posted to the Last RoundUp board. 10:21 AM

Bought DISCA/KIRK

i was wrapping up my work on DISCA over the weekend and ready to buy. Then news came out that News Corp may be looking at Discovery, and stock ran up. The old me would freeze and wait. I decided to pull a Costanza move and bought a half position [more]

Thu Feb 12

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NoMoreShort posted to the Last RoundUp board. 10:11 AM

ZU

i was reading a fascinating article on ZU last night when I noticed the stock plunged after disappointing guidance for the new year.

I haven't done much work other than reading the conf call and scanning the financials, but what i have read [more]

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Boards Stats & Trivia

Big red star, 1000 posts Feste Award Nominee! Old School Fool
Board Posts 2478
Recs Received 6770
People who have rec'd these posts 735
Recs to Posts Ratio (last 30 days) 4.00
Threads Started 387
Threads Started Percentage 15.62 %
Most Frequent Board Deranged Monkey Criticism
Very First Post Re: Top price for MO (7/7/2002)
Percentage of Posts Rec'd 65.70 %
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