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Mnarayan

Mahesh narayan

Joined Apr 17, 2011

mnarayannyc
$JPM $2B trading loss should be someone else's gain - likely some hedgies

May. 10 at 7:38 PM

from Twitter
1

mnarayannyc
$JNPR lots of blah blah in the call, hardly the story it used to be

Apr. 24 at 9:52 PM

from Twitter
mnarayannyc
$T conference calls are annoying - for a company with little to no revenue growth they need to stop yelling

Apr. 24 at 10:08 AM

from Twitter
mnarayannyc
$STM $ERIC - yes JVs are terrible businesses (not what they teach in business school)

Apr. 23 at 10:49 AM

from Twitter
mnarayannyc
$SPLK - looks like will trade at over 20x sales

Apr. 19 at 11:47 AM

from Twitter
mnarayannyc
$PLCM a real mess - ipads over large teleconferencing systems

Apr. 18 at 9:00 PM

from Twitter
mnarayannyc
$QCOM made $75m selling puts on their stock last year. Nice trade

Apr. 18 at 8:58 PM

from Twitter
mnarayannyc
$Tech - the big question for tech investors should be "have the upgrades ended or paused" .. certainly "paused" for now

Apr. 18 at 4:42 PM

from Twitter
mnarayannyc
$AAPL $GOOG $CLWR - yikes

Apr. 16 at 3:17 PM

from Twitter
mnarayannyc
$PWAV i guess its game over for them

Apr. 13 at 10:18 AM

from Twitter
mnarayannyc
$INFY weak Europe, $PWAV weak telco capex ... song remains the same

Apr. 13 at 9:16 AM

from Twitter
mnarayannyc
$GOOG -- $600-950m quarterly capex spend, mostly going into datacenters

Apr. 12 at 7:49 PM

from Twitter
mnarayannyc
$MIPS hires GS for a sale .. who are the buyers though?

Apr. 12 at 2:29 PM

from Twitter
mnarayannyc
$GOOG - going by carnage at RIMM, NOK, looks like GOOG stuck with a $12.5B lemon named MMI

Apr. 11 at 9:36 PM

from Twitter
mnarayannyc
$NOK NSN seeks $2.6B cost cut (FT)

Apr. 11 at 4:19 PM

from Twitter

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Experience: Professional
Assets Traded: Equities
Approach: Fundamental
Holding Period: Long Term Investor

Mnarayan

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