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    Marchex Case Is a Prelude to Bigger Shorts to Come

    Published: October 02, 2014

    Although I think there could be more downside to the name, it is prudent to book gains given the ~50% return, which at ~$4 per share, which was better than my original $5.2 price target (notably did not include the Allstate loss). Finally, on the long side I wouldn't want to get involved with Mar...

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    Special Situation: Demand Media on Take-Out Alert

    Published: June 20, 2012

    I think investors have inaccurately assessed the massive transformation in the quality of DMD’s content and are irrationally concerned about DMD’s ability to adjust to the new Google algorithm. The growing page views, my checks with relevant parties and my own research have shown to me that they ...

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  • Logo whitebg 400

    Special Situation: Demand Media on Take-Out Alert

    Published: June 20, 2012

    I think investors have inaccurately assessed the massive transformation in the quality of DMD’s content and are irrationally concerned about DMD’s ability to adjust to the new Google algorithm. The growing page views, my checks with relevant parties and my own research have shown to me that they ...

    Read More »