conorsen

Conor Sen

Joined Mar 29, 2011

conorsen
@AronPinson I wouldn't invest in $P at any price, I'm a happy Spotify subscriber.

May. 24 at 3:19 PM

from Twitter
conorsen
@AronPinson But how much of $P's revenues go straight back to record companies?

May. 24 at 3:10 PM

from Twitter
conorsen
Think we've finally bottomed, whew. $AAPL never confirmed today's selloff.

May. 23 at 3:46 PM

from Twitter
conorsen
The $AAPL black swan is that they'll add a finance arm and go up another 10x from here. More likely to be worth $5tn than < $500bn.

May. 23 at 3:21 PM

from Twitter
conorsen
If $AAPL is the Millennial consumer IT play, $Z the housing play, $LNKD the employment play, what's the financial services equivalent? @_TPR

May. 23 at 3:16 PM

from Twitter
conorsen
@spbaines Cash is mostly overseas -- avoiding taxes. See $CSCO.

May. 23 at 3:12 PM

from Twitter
conorsen
My guess is I'm not the only one who didn't think there was this much downside risk in $DELL. Chance to buy $INTC et al for cheep cheep.

May. 23 at 9:52 AM

from Twitter
conorsen
After getting whacked on $DELL today, think the only non-US exposure I want is of companies selling iPads.

May. 22 at 9:44 PM

from Twitter
conorsen
@Stockmarket_Kid Yup, I don't own any $FB. Would think about it in the mid $20s.

May. 22 at 3:42 PM

from Twitter
conorsen
This probably sounds crazy but most of my safe haven buys today have been $ZNGA.

May. 22 at 3:41 PM

from Twitter
conorsen
$WMT closing in on its all-time high set in 1999. Somewhere, @umairh quietly weeps.

May. 22 at 2:43 PM

from Twitter
conorsen
$FB hedges being unwound? $FB -6%, $LNKD +7%.

May. 22 at 9:57 AM

from Twitter
conorsen
My 24yr old sister is an analyst at $MS, and I love her dearly, but she'd be first to tell you nothing she publishes is material non-pub.

May. 22 at 9:20 AM

from Twitter
conorsen
Unless a sellside analyst gets material non-public info from management his opinion is just one of many out there. $MS $FB

May. 22 at 9:18 AM

from Twitter
conorsen
Personally I'd rather get @spbaines's early look on a ratings change before I'd care about one from a $MS analyst. Is that material non-pub?

May. 22 at 9:17 AM

from Twitter

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