Performance

Below you will find details on the performance of each Buyside Note. The orange numbers on the chart tell you when a note was published; the text below each chart is a short summary; click on the word “note” to read the full note.

Importantly, I do not discuss exact entry or exit points on this site nor do I discuss position sizing*. My general rule is that everyone – from long-term investors to short-term traders – should focus most of their energy on risk control. As Paul Tudor Jones says, “In order to make large sums of money you first have to learn how to lose smaller sums when wrong.”

1 PEIX

1. I believe the timing is right for this trade (note).

2. Put a stop loss and let it ride (note).

* * * * *

2 RCII

1. Wait until the stock stops going down every day (note).

* * * * *

3 MRZ

1. Heads I win, tails I don’t lose much (note).

* * * * *

4 FI

1. What’s it worth? I believe somewhere pretty far north of here (note).

* * * * *

5 KIOR

1. Worth keeping on your radar. Wait until they show tangible results (note).

* * * * *

6 DDD

1. Candy marks the top (note).

2. It’s over (note).

3. We’ve seen this before (note).

* * * * *

7 ZNGA

1. Seems like enough time to buy them a comeback (note).

2. Zynga is set to become a mobile gaming powerhouse (note).

* * * * *

8 CKB

1. From a risk-reward perspective, this is incredibly attractive (note).

2. Downside realized (note).

* * * * *

9 SAM

1. As a short, SAM presents a very attractive risk-reward (note).

2. CEO cashing out (note).

3. Risks are building (note).

4. The pain is just beginning (note).

5. This will not end well (note).

* * * * *

10 SODA

1. Coke just told the world this business is very real (note).

2. SODA is worth $85 / share (note).

* * * * *

11 X

1. Email me, then buy it (note).

* * * * *

12 SVVC

1. It wouldn’t surprise me if one day soon the valuation gap completely disappears (note).

2. Bulldog Investors records another win (note).

* * * * *

13 GOGO

1. I believe GOGO is worth over $40 / share (note).

* * * * *

14 GAIA

1. A value investor’s dream (note).

2. What a deal (note).

* * * * *

15 GULTU

1. A very special situation (note).

* * * * *

16 RENT

1. Sell RENT hand over fist (note).

2. The demise of the set top box makers (note).

* * * * *

17 LULU

1. Short this company (note).

2. The downward dog (note).

* * * * *

18 AAMC

1. Short the parasite and the host (note).

2. The cycle is over (note).

* * * * *

19 ARRS

1. The demise of the set top box makers (note).

* * * * *

20 PRXI

1. Lots of uncertainty, not a lot of risk (note).

* * * * *

21 IDCC

1. The winners of failed patent reform (note).

2. Lucky > Good (note).

* * * * *

22 LTS

1. A multi-bagger in the making (note).

2. 3x, eventually (note).

3. When the market panics, rejoice (note).

* * * * *

23 RYAM

1. Where others see disappointment, I see opportunity (note).

2. The miss that should surprise no one (note).

* * * * *

24 ACHI

1. The definition of “special” (note).

2. A transformational hire (note).

* * * * *

25 NAME

1. A truly fabulous business for near $0 (note).

2. A quote and a chart (note).

* * * * *

*The 3 things to consider when sizing a position are liquidity, downside and conviction. Conviction is always a personal determination.
Past performance is not indicative of future results. Or as they say, “yesterday’s history, tomorrow’s a mystery.”