TMTanalyst

Location: Manhattan by way of Brooklyn

Bio: Tech/Media/Telecom hedge fund analyst. I love cooking, food, wine and hip hop before Biggie died. If you RT it's an endorsement!

TMTanalyst
Impressed with $atvi guidance

Feb. 9 at 4:33 PM

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TMTanalyst
Longer term $away faces competition, improving economy, slowing organic growth etc...

Feb. 9 at 8:00 AM

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TMTanalyst
$expe reports tonight and I remain negative on $away with valuation, lock up and fx working against it near term.

Feb. 9 at 8:00 AM

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TMTanalyst
$trip miss isn't that surprising. Preferred $expe in that spin. Tweeted about it at the time.

Feb. 9 at 7:59 AM

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TMTanalyst
$dtv downgraded to neutral at Macquarie

Feb. 9 at 7:58 AM

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TMTanalyst
“@nytdining: Single-Serve Coffee Brewers Make Convenience Costly http://t.co/MmywTZ5” $gmcr

Feb. 7 at 6:20 PM

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TMTanalyst
@ericjackson but luckily Greg is happy kicking ass at Liberty with lots on his plate, $SIRI, $BKS, $HSNI $LYV etc.. $LINTA $LMCA

Feb. 7 at 4:25 PM

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TMTanalyst
Wouldn't surprise me if JPM downgrades $CSTR in the next few days. His notes are very luke warm on concept and his upgrade was on valuation

Feb. 7 at 3:04 PM

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TMTanalyst
$cstr getting kiosks for half of $ncr cost to build and deploy them.

Feb. 7 at 9:22 AM

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TMTanalyst
Both citi and bofa raising $eqix PT from 125ish to about $155. Fundamentals remain strong.

Feb. 7 at 8:20 AM

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TMTanalyst
@firstadopter sounds like you are fully on board with the thesis. $cstr

Feb. 6 at 5:58 PM

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TMTanalyst
“@BBinNYC: Woo hoo $CSTR virtual toast to my $CSTR partners in crime @mariocibelli @Ktr8der @TMTanalyst @Fxflow” cheers

Feb. 6 at 4:29 PM

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TMTanalyst
@montoyan gives them optionally on streaming with out the content acquisition costs. Puts to bed stupid $vz for $nflx rumor

Feb. 6 at 1:34 PM

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TMTanalyst
If you start typing c-s-t-r into google search it autocompletes to something called a cstring. Prob nsfw. $cstr

Feb. 6 at 9:43 AM

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TMTanalyst
$cbs remains my largest position followed by $eqix and $ttwo.

Feb. 3 at 3:15 PM

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TMTanalyst
Also selling very small $cbs. Everyone knows I love that name but this is the extra piece I bought over the summer just $21

Feb. 3 at 3:10 PM

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