STABLEBOY SELECTIONS

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Posts by Kasper Gutman:

• Roger McNamee: Mark Zuckerberg is “The One”
• My old trading setup: Testing “The Club”
• Research in Motion is going to report atrocious numbers after the bell tomorrow. If there’s capitulation I will sell some puts.
• I used RightSignature and have something to add to the JCOM short case
• PCs will be like trucks. The new iPad is very disruptive to laptop PCs, which of course Apple also sells.
• SoundExchange: A rentier non-profit/mutual holding company; Pandora shareholders are playing a risky game of Monopoly
• Digital Garage: a puzzle from Japan
• Pandora: sell-side double talk from Stifel Nicolaus; I message Tim Westergren
• Did I really say Google was a short? I wasn’t serious or sane when I said that. Eat where you want to eat.
• I have become extremely bearish on Pandora. My price target is $5 because I think Spotify will destroy it.
• Hugh Hendry Interview: GDP Growth Of +5% Would Be A Hard Landing In China; The Yen Could SOAR From These Levels
• Breaking News: Facebook Clears At $40 Per Share On SecondMarket; I Talk To A Facebook Employee
• FB at $37 per share ($86 billion valuation): The Market Reacts To Facebook S-1
• Update On Apple: It’s A Myth That Apple’s OS Is “Closed” While Android Is “Open”: Evidence From Jailbreaking
• The Efficiency Of The Indian Market And Foreign Investor Inflows/Outflows; Jubilant Foodworks Has 1/2 The Market Cap Of DPZ, Despite Having Less Than 1/8 Of The Franchises: “Bingo” In Poker