May 30, 2014 | Uncategorized
NQ Mobile (NQ) is a Chinese b2b software company that gained notoriety amongst investors and traders last year when Muddy Waters announced it was short the company and its real value was zero. Since then, a fierce battle between Carson Block and NQ’s management has...
May 28, 2014 | Uncategorized
For several years now, Michael Kors (KORS) has been growing market share and interest from investors, with a stock that has risen five-fold since its IPO in late 2011. The stock is up a healthy 19% YTD, but options players betting on an earnings beat lost a lot of...
May 21, 2014 | Uncategorized
Financial services is a constantly evolving and changing industry, where money-making strategies grow, reach maturity, and decline. With few exceptions, like Julian Robertson or Warren Buffett, many outperforming institutional investors and asset managers find that...
May 19, 2014 | Uncategorized
With M&A activity largely limited to pharma in 2014, AT&T’s (T) announcement to purchase DirecTV (DTV) is expanding the trend to new verticals for the year. While M&As often are rewarded with big spikes in stock prices, both stocks are down today with...
May 14, 2014 | Uncategorized
At the beginning of 2014, investment banks were getting excited at a large pipeline of IPOs, particularly in the tech and media verticals, that were ready to hit the market. With Goldman Sachs successfully giving the markets Twitter (TWTR) at a price that seemed to...
