andrew left jail

Andrew Left and Shopify

So I receive an interesting question on Andrew Left’s latest rant against Shopify. Hey dude, would you be able to write a post about what Andrew Left does? I’m curious because is what he does actually legal? Isn’t that a blatant form of market manipulation by using your influence to affect share prices? I had […]

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roku stock

Roku is crashing? I am SHOCKED!

I received a rather lengthy e-mail yesterday from someone who was somehow desperately in love with his Roku. To say that he disagreed with my last article would be an understatement. Disclaimer: I’ve never used a Roku in my life. I’ve never even seen a Roku in my life. I think the idea is dumb […]

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roku

Roku: The World’s Worst IPO

Question: how far can you take a joke? Can you actually launch a company based on nothing but complete speculation and random projections? Can you do an IPO based on nothing but a $50 machine that is competing against pretty much every other tech company in the world and that nobody knows about? Can you […]

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Losing your wordpress password sucks

A few people have written to me over the past month asking why my website hadn’t been updated in a while. I usually post an article every 2 weeks or so and my last article is almost 2 months old. The reason is simple: I had lost my wordpress password. But this is a long […]

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iphone sales

David Einhorn is an Idiot

So someone ended up forwarding me a letter from Greenlight Capital, a massive hedge fund (lol) managed by no other than David Einhorn. Here’s what I remembered from it: The Greenlight Capital funds (the “Partnerships”) returned (4.0)%, net of fees and expenses, in the second quarter of 2017 My first reaction was: is this a […]

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call on call

Selling calls on calls?

Someone sent me an e-mail today, linking me to an interesting question on /r/wallstreetbets. Here it is: The answer to that question is that you are indeed allowed to sell calls on your calls. Before we go on, let us sum this (rather advanced) situation. Given a certain stock that we will call ABC inc. […]

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cost of revenue snapchat

SnapChat is crashing? I NEVER SAW THIS COMING!!!

So I’ve already written on Snapchat a couple of times now because very frankly, giving a $30B valuation to what is essentially a profitless app is absolutely asinine. When the top argument of your prospectus is how you can use “lenses” to promote movies, you know your business shouldn’t have passed the $1B market cap. […]

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