Christopher Laudani is the founder and president of, a short-only equity research firm.

The software giant's stock is trading at 30 times forward earnings estimates, which seems like a pretty rich valuation.
Oracle's push into cloud computing is giving it the right stuff to beat Street estimates.
As RH reports earnings on Wednesday after the close, and with nearly 42% of the float held short, this stock story could soon get interesting.
This Greek goddess of victory sees no winning streak from here.
I think the excitement is about to come to an abrupt end.
The good news seems priced into the chipmaker, so I would take an opportunistic approach.
Consensus estimates for revenue growth at this company are just too low.
This quarter will be pivotal.
This stock is still a juggernaut.
Was the first quarter just a fluke?

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