Regular readers of RiskReversal, viewers of CNBC’s Fast Money & Options Action and my followers on Twitter are likely familiar with two of my adamant leanings in 2016, one having to do with the election and …
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Salesforce.com (CRM) has lost 10% of its market value (about $5 billion) since offering disappointing billings for the current quarter in late August. The stock is down almost 17% from its all time highs made in May, and …
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For the purposes of this post I am not going to debate the merits of a Twitter (TWTR) takeover, or the validity of the frenzy of reporting over the last couple weeks that first caused a …
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Strange memories on this nervous night in San Francisco. The kind of peak that never comes again? If you listen very closely, you might just be able to hear it… the sound of universal optimism around …
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On September 8th we took a look at Salesforce (CRM) and determined that there was a strong possibility that the stock would remain under pressure into their Q3 report in November. The main reason being the weakness in billings was unlikely …
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In case you missed the stories on Friday, it’s not likely that Twitter (TWTR) remains an independent company much longer. From CNBC’s David Faber: Since founder Jack Dorsey formally returned to the company a year …
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The big story in the market today is the move higher in TWTR shares as it’s being reported that there is some interest in the company from a few of the big boys. From CNBC: …
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I want to hit a few things on my radar this morning… First things first, Apple iPhone 7 pre-order sales. I think it is safe to say that the stock’s nearly 10% gains since Monday’s …
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This morning CNBC’s David Faber spoke of the possible interest of activist investors in Twitter (TWTR), watch here: .@davidfaber : Next week on Sept. 8 there will be an important board meeting for this company …
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Twitter (TWTR), you know the drill by now. The company is not growing users, revenue growth has decelerated massively (expected to be 16% this year and 13% next), profitability on a GAAP basis remains elusive, and …
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