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

The better housing play seems to be the homebuilders themselves, rather than a real-estate website.
Growth is slowing at LinkedIn, and Monster is struggling to recover from some missteps.
Until the spice maker gets on a sustainable growth path, shares will underperform the market.
Dunkin' Donuts turns coffee, donuts and ice cream into a monster momentum story.
Can I get my thesis dialed in this time?
The tech behemoth is a drama free way to play the global IT business.
Two years from now you may look back and kick yourself.
I think shares could fizz even higher from here.
If you want to forecast P&G's revenue growth, all you have to do is forecast the U.S. economy.
PolyOne has been working hard to transform itself into one of the better-run specialty plastics companies.

Columnist Conversation / Market Updates

| May 23, 2013
| 4:00 PM EDT
Google faces new antitrust probe over display ad market
| May 23, 2013
| 3:47 PM EDT
There is about $550 million to sell on the close.

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