Contributor's Links: New York Shock Exchange
B.A. in economics and MBA from top 10 business school. I have over 10 years of M&A / corporate finance experience. Currently head the New York Shock Exchange, a youth mentorship program that teaches investment management skills and competitive ...more

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Lululemon's Valuation Appears Untenable
At over 40x EBITDA, the valuation appears untenable and it may be time to sell LULU.
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Facebook Cuts Third-Party Data Providers From Ad Targeting
FB is expected to cut third-party data providers from ad targeting. Such data providers may be forced to sell data to advertisers separate from FB. More companies chase the same ad dollars could hurt FB revenue.
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Will Rihanna Tete-A-Tete Crush Snap?
Snap and Rihanna had tete-a-tete over an ad making light of domestic violence. Racy ads likely connotes Snap's desperate need to amplify user engagement to grow revenue.
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Did Cambridge Analytica Debacle Kill Facebook's Business Model?
The Cambridge Analytica debacle has caused FB shares to fall by double digits. The dust-up could hurt consumer or advertiser sentiment.
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Micron Is Sitting In The Catbird Seat
MU reports quarterly earnings after-hours. Top line revenue growth has been gaudy. The company is poised to exploit out-sized growth in memory for eSports and cloud computing.
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5 Doctors Charged For Fentanyl Kickbacks; Is Insys At Risk?
Five doctors were charged for writing fentanyl prescriptions in exchange for kickbacks. One doctor was sentenced to four years in prison after admitting he took kickbacks from INSY. Is INSY at risk?
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Comments

Latest Comments
Seadrill Kicks The Can Down The Road
5 years ago

Well said. Oil companies are in hoc to banks by the hundreds of billions. If banks take a loss then it's an act of treason. The banks have to be propped up so the oil companies also have to be propped up.

In this article: SDRL
Greenbrier: Did Railcar Orders Really Fall 70%?
7 years ago

The Shock Exchange is bearish on the economy. Revenue and earnings for cyclical names like GBX will continue to fall.

In this article: GBX
3 Reasons Weatherford Could Be The Next Enron
7 years ago

Thank you. SE

In this article: JPM, WFTLF
3 Reasons Weatherford Could Be The Next Enron
7 years ago

What details did Oppenheimer give? The Shock Exchange's article is extremely detailed, with spot on analysis. WFT's bonds also trade at steep discounts, implying impending bankruptcy. SE would listen to bond investors before listening to an analyst who provides "de-facto PR" for companies.

In this article: JPM, WFTLF
Weatherford Might Need $1.4 Billion To Avoid Bankruptcy
7 years ago

Are you asking which one of those stocks the Shock Exchange would buy? He wouldn't buy any stocks at this juncture.

In this article: WFTLF
Will Weatherford's Debacle Destroy The Halliburton - Baker Hughes Merger?
7 years ago

The Halliburton-Baker Hughes saga is interesting. It's hard to predict whether the merger will be approved or not. SE

In this article: WFTLF
BlackBerry Is Now The Software Company John Chen Envisioned
7 years ago

Susan, the Shock Exchange agrees with you. However, with more data being put on line, it makes security paramount. Major hacks or security breaches could bring BlackBerry back into favor.

In this article: BBRY (NOW BB)
Gilead's HCV Sales May Have Peaked
7 years ago

The Shock Exchange doesn't see that way. Starts peaked in the U.S. in Q1. Starts are also beginning to decline in Europe. A combination of declining volume and declining prices could punish Gilead. The one caveat is that HCV sales are ramping up in Japan which could mask how poorly the U.S. and Europe are doing.

In this article: GILD
1 to 8 of 8 comments

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Latest Posts
Micron: Is The Catbird Seat Heating Up?
MU delivered strong Q2 earnings. Outsized revenue growth drove margins higher from increased scale. The company plans to expand DRAM and NAND capacity. This could hurt the MU growth story.
Powell Tells Congress Gradual Rate Hikes Are Needed
Fed Chairman Powell recently informed Congress gradual rate hikes could be needed to keep the economy from overheating. The Fed would also like PCE to reach 2 percent for a sustained period before hiking rates.
U.S. Patent Office Kills Allergan's Mohawk Deal
PTAB ruled the St. Regis Mohawk Tribe could not claim sovereign immunity to thwart an IPR for Restasis patents. MYL estimated it could meet FDA guidelines for generic Restasis by year-end 2017. Generic Restasis could arrive any week now.
Teva: Berkshire Believes Bondholders Will Provide 'Mullet Money'
Berkshire recently invested in TEVA. Teva will survive by restructuring near principal payments. Teva's paltry interest expense implies bondholders are mullet money. Berkshire likely thinks bondholders will continue to provide dumb money.
Did Teva Offer 'Illegal' Payments For Opioid Sales?
Teva is suspected of offering illegal payments to Canadian pharmacies to spur opioid sales. If the probe leads to regulators reducing Teva's sales to Canada it could be devastating.
Allergan Punished After Judge Invalidates Restasis Patents
Judge Bryson invalidated AGN's Restasis patents. The bottleneck for generic Restasis could be FDA approval. Generic Restasis could hurt AGN's earnings and sentiment.
Allergan: Judge Asks If Patent Transfer To Mohawks Is A 'Sham'
The judge overseeing AGN's federal patent trial questioned whether its patent deal with the Mohawks was a sham. The judge wants AGN to decide whether the Mohawks will serve as a co-defendant in the federal patent trial.
Mohawk Tribe Seeks To Dismiss Allergan Patent Case
St. Regis Mohawk Tribe seeks to dismiss MYL's challenge to AGN's Restasis patents. St. Regis claims the patent board does not have jurisdiction over it. MYL claims the AGN, St. Regis partnership is a desperate attempt to thwart generic competition.

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