Christopher Laudani is the founder and president of ShortIdeas.com, a short-only equity research firm.
| May 01, 2013 | 9:00 AM EDT
Trading at 142 times estimates, investors are giddy indeed.
| Apr 25, 2013
| 4:43 PM EDT
Lite revenues. Up just 21.9% y/y. Q2 guidance 13-26%, which works out to $14.5-16.2 bln. Consensus at $15.9 bln (or 23.8...
| Apr 25, 2013
| 3:34 PM EDT
Understand what Amazon really is. Amazon is a non-profit retailer that has been given a super secret pass by investors. ...
| Apr 25, 2013 | 9:00 AM EDT
My bullishness has evaporated and I think the stock has hit bottom.
| Apr 23, 2013
| 5:25 PM EDT
VMW Roach motel. Investors get in, but they can't get out. After hrs mgmt cut Q2 & FY13 guidance.
Recall mgmt cut g...
| Apr 23, 2013
| 5:12 PM EDT
EPS Magic: 10 cent beat on ugly, ugly qtr.
Revenue fell 7.6% y/y. Same store sales declined 20% in China. Restaurant ma...
| Apr 23, 2013 | 9:30 AM EDT
VMware competes with several cloud service providers.
| Apr 22, 2013
| 4:24 PM EDT
Netflix reported strong net subscriber growth. The company added 2.05 million subs. And that's all that matters. Yes, th...
| Apr 22, 2013
| 10:56 AM EDT
This morning CAT reported lower than expected sales of $13.2 bln vs. the $13.8 bln expectation. If you recall, CAT lower...
| Apr 19, 2013
| 9:58 AM EDT
Large EPS beat, but to chase CMG up here you have to make a few assumptions: 1) easy same store sales comps. Last year, ...
