montoyan

Nick Montoya
Philadelphia / NYC / Akron, OH / Rock Hill, SC

Joined Jul 17, 2009

montoyan
Williams-Sonoma mentions on the call their visit to Pinterest, said they learned they were the first corporate users to ever visit. $WSM

May. 22 at 10:57 AM

from Twitter
montoyan
Solid (obvious but noteworthy) point on $RL call: if wholesale inventory turns 6-7x/year and retail 2-3x, wholesale margins recover faster.

May. 22 at 9:55 AM

from Twitter
montoyan
Interesting that $RL sounds like they are anticipating a European macro slowdown going forward but haven't been hurt by it yet.

May. 22 at 8:27 AM

from Twitter
montoyan
Value-add: RT @felixsalmon: Pretty sure the volume-weighted average price paid for $FB today will be north of $42.

May. 18 at 4:00 PM

from Twitter
montoyan
Shoutout to the analyst who mentioned the My Little Pony "bronies" in his Hasbro downgrade this morning. $HAS

May. 4 at 9:07 AM

from Twitter
montoyan
Tweet. Of. The. Year. RT @Corinna_F: Instead of T2, Tilson should just rename his firm Me2. $GMCR

May. 2 at 11:23 PM

from Twitter
montoyan
Foursquare/OpenTable is an excellent partnership, and just one more thing that increases $OPEN's competitive advantage. http://t.co/WbNJyZTb

May. 2 at 3:41 PM

from Twitter
montoyan
@naufalsanaullah @The_Analyst how well would shorting $CMG and $LULU have worked for the past couple weeks?

Apr. 27 at 12:34 PM

from Twitter
montoyan
Great Q on $HAS call about their ability to defend patents against digital disruption and win in digital space, using DrawSomething example.

Apr. 23 at 9:08 AM

from Twitter
montoyan
Pretty constructive commentary on $TPX today. Seems sell-side is viewing this quarter as buying oppty with SG&A investment paying off in 2H.

Apr. 20 at 8:02 AM

from Twitter
montoyan
No information from conf call yet but read-through from $SCSS is positive for $TPX based on record comps. GM was the disappointment.

Apr. 18 at 5:11 PM

from Twitter
montoyan
@Retail_Guru that would make sense, they can't fall apart forever. Glad to see it, wonder how it will help the American retailers like $anf

Apr. 18 at 10:28 AM

from Twitter
montoyan
@Retail_Guru forget splurging, Italians don't even want to pay for mid-tier! Just ask $GES

Apr. 18 at 10:08 AM

from Twitter
1

montoyan
#reasonable #lolwut $FRAN RT @BarbarianCap: "Francesca's to grow to 900 stores"

Apr. 16 at 11:13 PM

from Twitter
montoyan
This is very well-deserved: Chipotle and Creative Artists Agency Win 2012 GRANDY Award http://t.co/jDYb6C2f $CMG

Apr. 13 at 9:38 AM

from Twitter

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Assets Traded: Equities
Approach: Fundamental
Risk Profile: Growth
Holding Period: Long Term Investor

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