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Valuecruncher

Mark Clare

Joined Sep 01, 2009

Valuecruncher
Company of the day - Pandora ($P) http://t.co/ca7EFrVN | Internet radio company shows revenue growth but loss widens - looks expensive.

May. 24 at 7:28 PM

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Valuecruncher
Analysis on FBook ($FB) by @mcuban http://t.co/HNkQF88e | Supply/demand v fundamentals "Not even in a Richie Rich cartoon does that happen"

May. 23 at 7:07 PM

from Twitter
Valuecruncher
Must read - super-high-quality (as usual): @AswathDamodaran on the Facebook ($FB) IPO http://t.co/RvGXQSz4

May. 23 at 6:33 PM

from Twitter
Valuecruncher
This is a great piece of analysis - and bang on (IMHO): What now for Yahoo ($YHOO)??? http://t.co/6kVH9LDz by @Jason

May. 23 at 6:19 PM

from Twitter
Valuecruncher
Company of the day - Green Mountain Coffee Roasters ($GMCR) http://t.co/GVXr9qdp | Good numbers analysis from @dealbook http://t.co/YQCpmC7h

May. 6 at 6:54 PM

from Twitter
Valuecruncher
Facebook ($FBOOK) IPO Valuation $96Bn http://t.co/LSXb2n1F | 24x rev is a nice number - but people have to believe the future so bright...

May. 3 at 5:59 PM

from Twitter
Valuecruncher
Company of the day - LinkedIn ($LNKD) http://t.co/u1lpacod | Good Q1 numbers and acq SlideShare - but looks expensive vs global peers...

May. 3 at 5:48 PM

from Twitter
Valuecruncher
Company of the day - Charming Shoppes ($CHRS) http://t.co/YVuM256U | Owner of Lane Bryant stores selling to $ASNA for $890M.

May. 2 at 7:36 PM

from Twitter
Valuecruncher
Company of the day - Gen-Prorobe ($GPRO) http://t.co/Fz0oxSZ5 | Being acq in an all-cash $3.72bn deal by $HOLX. Looks a good price for $GPRO

May. 1 at 6:06 PM

from Twitter
Valuecruncher
Company of the day - Groupon ($GRPN) http://t.co/La6UuAX0 | With price 50% below IPO - adding more financial expertise to the board.

May. 1 at 1:31 AM

from Twitter
Valuecruncher
Bonus company of the day - Amazon ($AMZN) http://t.co/IC4nrFbn | Key issue to look at is margins vs peer group. Mkt betting this will change

Apr. 26 at 6:07 PM

from Twitter
Valuecruncher
Company of the day - Wal-Mart ($WMT) http://t.co/toHMv6Va | Facing issues in Mexico - and looking fairly valued vs global peers.

Apr. 26 at 6:04 PM

from Twitter
Valuecruncher
Company of the day - Barnes & Noble ($BKS) http://t.co/47iAUhG9 | Up 18% as Jana Partners (hedge fund) acquires 12% stake.

Apr. 23 at 6:10 PM

from Twitter
Valuecruncher
Company of the day - Microsoft ($MSFT) http://t.co/swaSLVyK | Better than expected numbers - but still no respect from market vs peers.

Apr. 22 at 5:23 PM

from Twitter
Valuecruncher
Company of the day - Gilead Sciences ($GILD) http://t.co/fWpRdN7D | Biopharma Co released good results of a trial with $BMY - up 12% today.

Apr. 19 at 11:22 PM

from Twitter

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