Seeking Alpha

Research 2.0

View Research 2.0's StockTalks BY TICKER:
  • Research 2.0
    Here comes Pandora $P. Are you ready? http://seekingalpha.com/a/5uzz
    6/14/11
    Reply
      • Research 2.0
        "No surprises" quarterly report from CIDM. Adjusting the model a bit. IV still around $6. Note to follow. $CIDM
        6/9/11
        Reply
          • Research 2.0
            Photonics are really seeing some momentum. Good for $NPTN and $TINY which we follow. IPG had a blowout quarter yesterday too.
            2/11/11
            Reply
              • Research 2.0
                Our thesis on $TINY is unfolding fast. Another exit with the Amgen purchase of BioVex. See report for the whole story: http://goo.gl/UwF0d
                1/25/11
                Reply
                  • Research 2.0
                    Doing a little work on $IGOI. Noticed it recently and they may be onto something sustainable. Work to do though...
                    11/26/10
                    Reply
                      • Research 2.0
                        It's a long shot but doing a little work on $BVSN. Can hardly believe the original CEO is still in place...
                        11/23/10
                        Reply
                          • Research 2.0
                            Things have to be pretty bad at $ADAT for selling shareholders to file to sell 20m shares at 60 cents.
                            11/23/10
                            Reply
                              • Research 2.0
                                Doing a little more work on a big theme, attenuation, which really needs more pictures to be a good piece of work.
                                11/22/10
                                Reply
                                  • Research 2.0
                                    Looking at the good numbers from Marchex $MCHX. Call-based advertising is getting some momentum. The run is taking it up to our IV of $9.29.
                                    11/5/10
                                    Reply
                                      • Research 2.0
                                        Man the chinese IPO parade just keeps marching. What a time for that!
                                        11/5/10
                                        Reply
                                          • Research 2.0
                                            Post is up on $CIDM and we've had a few calls on it. Stock is trading well today but that could just be the market.
                                            11/4/10
                                            Reply
                                              • Research 2.0
                                                Working on updates for our RealVR and Cloud segments for Monday. October was a busy month.
                                                11/4/10
                                                Reply
                                                  • Research 2.0
                                                    Synchronoss reported and seems to be running away, just started looking at that one as a mobile device play. $SNCR
                                                    11/3/10
                                                    Reply
                                                      • Research 2.0
                                                        Completing a post on Cinedigm $CIDM which appears to be an overlooked microcap in the digital/3d cinema space.
                                                        11/3/10
                                                        Reply
                                                          • Research 2.0
                                                            Working on the November "thought piece" which is on attenuation. Need to wrap it this week!
                                                            11/3/10
                                                            Reply
                                                              • Research 2.0
                                                                Carl Icahn still loading up the boat with $MMI - another big block at $7.98 #yam
                                                                11/3/10
                                                                Reply
                                                                  • Research 2.0
                                                                    $EQIX falls out of bed for the first time I can recall. Was not on my work schedule today but I need to take a look.
                                                                    10/6/10
                                                                    Reply
                                                                      • Research 2.0
                                                                        A $CSCO purchase of $SKP makes total sense. More interesting than $DELL or $HPQ taking over $PAR.
                                                                        8/30/10
                                                                        Reply
                                                                          • Research 2.0
                                                                            Does $KITD really have what it takes in online video? Seems like a weak team and so-so technology. Have to learn more.
                                                                            8/30/10
                                                                            Reply
                                                                              • Research 2.0
                                                                                Monotype imaging $type has nice margins but where is the growth!? Devices and apps have exploded and they are basically flat over 3 yes.
                                                                                8/11/10
                                                                                Reply