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AUTHOR
DATE
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11
member
10/26/11 12:19AM
For those seeking some more NFLX Juice
I think its pretty clear that this is a near zero to anyone with half a head. I'm not going to bother talking about fundamentals or valuation as they dont exist except to clarify this was never... login to read the rest
Well, this has turned out to be a great call, the hard part is figuring out when to cover it. This could very well be a zero long term, but who's to say they couldn't... login to read the rest
so, the original trade- long sina/sohu and short yoku- hasn't been all that bad. at this point though i agree, yoku is a screaming (stand-alone) short, with no catalyst. also, it seems as though the
I keep thinking x short is the epitome of insanity in this cycle and then another one makes a stronger case. Heffer or anyone else, what could be a catalyst for rationality here besides the... login to read the rest
The stock has run hard the last couple of days, seeminglyat least partly on what strikes me as a very fluffy PR
http://finance.yahoo.com/news/Youku-Partners-With-Hollywood-prnews-2915136810.html?x=0&.v=1
Just curious to know your thoughts on it.
Thanks for all of the great ideas lately,
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