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    Apple: The Next Trillion Dollar Company?

    Published: July 22, 2016

    Ever since legendary business magnate Carl Icahn sold his Apple shares earlier this year, many investors lost faith in the company’s future and withheld from taking a position in the tech giant. But history shows that following the herd mentality, even if propagated by someone as prophetic as Ica...

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    Skullcandy Turnaround Could Lead to Short-Squeeze

    Published: February 28, 2013

    SKUL has been a dog, but there is a good chance its net sales deceleration is stabilizing – at least for the next quarter. On the Q3 conference call, SKUL management tightened the FY 2012 guidance to $290-$300M from the previous range of $280-$300M. This is a fairly noteworthy event as $280M in ...

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    A Hilariously Compelling Short on Amazon.com

    Published: February 01, 2013

    Let’s start with the base retail business. It reminds me of an old Saturday Night Live skit where a banker explains that his business plan is making change. ‘we’ll give you 5 nickels for your quarter. We can even give you ten pennies for your dime…How do we make money? Simple: Volume!’ Do you rem...

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    Yahoo! Initiates Private Equity Strategy

    Published: September 25, 2012

    While I do not typically peddle Eric Jackson's commentary, I thought he put out a good note on Yahoo! the other day regarding the hiring of Jackie Reses. He believes she brings a private equity mindset to the Company, and will prove instrumental in Marissa Mayer's turnaround strategy:

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    Update on $4 Facebook Short Thesis

    Published: September 06, 2012

    Facebook shares sank after BMO Capital analyst Daniel Salmon wrote that many advertisers appear to be reducing the amount of money they're spending on the website. Two out of every three advertisers contacted by Salmon divulged information that was negative for the stock, the analyst wrote.

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    Contrary Call: Sell Apple (Nasdaq: AAPL)

    Published: September 11, 2012

    Contributor: John Griffin
    Title: Portfolio Manager
    Firm: Wildehond Capital
    Location: New York, NY
    Notable Stock Expertise: ZLC, CVS, GME

    Undergrad: Colby College
    Post Grad: Wharton, University of Pennsylvania

    Recommendation: Short
    Timeframe: 6 Months to 1 Year
    Recent Price: $630.00
    ...

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