I've been to other boards and shorts are somewhat capable of providing numbers, going through financials or provide some constructive insights as to why they're shorting a stock. In this company, all I see is "It's a lie", "Scam", "It's going down because I read this article". Are most of you shorts intellectually challenged?
Like do you shorts not know anything about this company and are just taking a shot in the dark because you noticed that the stock is going down? Momentum traders maybe or maybe technical traders? Like what is going through your mind if you're shorting here? What the heck are you thinking when you're shorting a stock like Zillow with everything going so positive for it at this area? I'm baffled and really want to know. Curious... Please provide some insightful numbers, competition, news or whatever else you can. Also provide information on acquisitions that were bought for much less but had the same amount or more traffic/popularity and growth as Zillow.
Like right now, I don't see a single intellectual short on this board and feel like I'm going to win big on this company going long so I'm tempted to put much more $ in because I got $ just laying around from my big win on my biggest investment, Google. Unless someone can provide any insightful information as to why it would go down from HERE.
It's probably the same thing that happened to the shorts in Netflix in 2011.
Hope you left some money around to buy at any dips. Why would you buy at the $100's? Don't ever buy high and sell low.
Yelp is nearing a bottom for sure though. Good luck.
$1.5B cap or lower is an impossibility of it reaching imo. If it does, I'm loading up my huge profits from Google.I love Google. Loaded up at the bottom and rode it all the way to the top and sold 20% and pocketed
You're so ridiculous and delusional. You obviously are making things up to make yourself feel better. I gave you the dates of my posts. Look through my posts and take notes. You're just mad because you can't find anything on me. Out of all of my posts, you only found Yelp? My Yelp calls were spot on and you picked Yelp out of all of them that I was wrong? I won big on Yelp from the volatility. Read the posts again? You're so foolish. I was also wrong a few times. Dig deeper and maybe you'll find it. Even though I was wrong a few times, I was diversified well enough to have very low risk. I've had 30% returns past few years. Great years indeed.
It's so funny because I most likely made you buy to cover here and you're just very angry. Don't worry, you're not the first that I made someone cover their short position. Looks like I proved you wrong in every way when it came to Zillow valuation through financials, technicals and news. You're too easy.
Hahahaha... Sure you haven't had a position. That's why you're talking all your nonsense claiming it's going lower from here. Don't lie, you lost a lot of money.
Also, If you go through my Yelp posts, you could see how accurate I was on my calls. Made huge money from April 30 to June 2nd and cashed out there. I just got back into Yelp recently. Check my posts on all that to verify if you don't believe me. Hahaha, you're mad.
Market down, Zillow up. I'm always right. Or at least 90% of the time. I can guarantee you that in this one, I will win big though. I will also win big on Yelp.
Just got into Walmart. Follow me if you want to make money. I've been making big $ for the past 5 years. Read through my posts and take notes.
I have a lot of dry powder laying around. Need Yelp to hit at least $1.5B here so I can load up at that discount.
Easy $ on this here. Thanks for the opportunity. Netflix in the making here folks.
After we see Billion Dollar Bully, the #$%$ documentary come out and Yelp not drop, expect a major rebound as the shorts run for the hills. Yelp will probably begin moving its way back up to $6B before that documentary though. I really hope it goes down though. I need to load up since I just profited huge on Google recently and have a ton of dry powder just sitting around here doing nothing. I'll use it sparingly though.
This and Zillow are the 2 company's where I'm going to make the big bucks on for long term. Really hoping it drops much more. I need to load up
Easy $. Thanks shorts. Thanks tpljmpr_50. I hope it dips at least 20% from here so I could buy some more shares at a discount. Got too much dry powder here. Made some good $ today but I want to make a $100K on this investment so please make this dip a bit more. Don't want this money just sitting around you cwazy? Need to buy some more discount shares. I honestly hope this thing dips at least 25%. I'm going to average down every 10%/15% based on what the technicals look like. I'm already guaranteed long term valuation to be very high from here based on growth % and market dominance and everything else positive going for it.
Most of that $14M is a combination of duped Uni-Pixel retail holders(Majority of Uni-Pixel float) and institutions(A few remaining) that bought in and at this point don't really care about Uni-Pixel's remaining amount of money they got. It's probably Cowen that has a majority of the float in Uni-Pixel. Then there are those few remaining insiders who haven't abandoned ship yet.
HAHA JK JK
Warned you all it was going bankrupt :(
I sold at around $20.5 after I made a volatility play and told everyone to abandon ship with me. I left when Reed and other insiders were selling. This was one of my worst mistakes ever but I still profited on the volatility. Could've been a big mistake because this was one hell of a ridiculous speculative play. Probability and statistics told me it would come back up from short squeezes and that is what I was going off. That with a combination of hype. I profited huge because of averaging down. If it went straight to 0 I would've been screwed. That hasn't happened to any company in history though with a lot of hype around it that I know of. Especially after not getting battered down as heavily as it did when I got in around the $20s
I bought in at $20 something, and kept averaging down all the way to $12.5 and then made back everything back around $15 and profited and sold out once insiders were abandoning ship. Since then, I have not bought another speculative stock that hasn't made any $. I told people to abandon ship with me when I sold and said it was heading for bankruptcy in my older post. Stupid to buy one that is valued at $500M, making no money and in a market that isn't as large as it was hyped out to be.
Reminds me... Where is Angie?
haha. Looks like you're in denial. You're just mad because you got nothing on me. Aww. Going to cry now? Did you get through my entire post history? Did I convince you of buying to cover? AWWW you poor thing. :(
After the #$%$ documentary comes out and Yelp doesn't go down any further we will see continuous rise in Yelp, toward $6B market cap. Enjoy the run. Any decrease from here is a buy. I truthfully hope Yelp drops to $1.5B at least. I want to load up at a discount.
Sentiment: Strong Buy
Look at the post date and time. I said when I sold it on the same date, when it was at near its high. Look at the exact time and date also notice when I said "much lower". I sold some more after the first sell because it went a bit higher but didn't feel the need to mention it again. That is why there were no posts from me for a while. I wanted to wait to see what kind of earnings Yelp had and then once I saw the earnings and realized it wasn't bad and was in line with my expectations, I bought back in. You can see that from my post 2 months later. You don't have to believe me. Just look at the post and time stamp. I'm a genius, I know.
Check out my post on June 3rd. This is when I got out with most of my shares.
I got back in when I started replying again at the low on July 30th. After that statement, I said I plan on buying when it goes back "much" lower.
I didn't post anything after that statement until July 30th which is when I got back in on Yelp again. I still believe Yelp is worth at least $6B but they were taking too long earlier for a buyout and I'm sure they got offers but was even more certain that Yelp was going to decide not to sell since it took this long so it wasn't worth the possible 50% gain from buyout vs bad news which could make it drop further so I enjoyed my 25% increase from May 1st to June 3rd on Yelp and sold. Also was a bit worried about what kind of earnings they would have so wanted to see that firs. I have been right on SO many of my investments throughout the years. Look through my posts. Learn from what I post. Read it and learn. Keep reading it
My Yelp statements:
Yelp is growing quarter / quarter in percentage by mathwiz33 •Apr 29, 2015 5:50 PM
mathwiz33 • Apr 29, 2015 8:13 PM Remove 1users liked this postsusers disliked this posts0Reply
I just bought it during after hours. Easy win here for me.
1users liked this postsusers disliked this posts2Reply
Sold very few of my shares at $48.5
by mathwiz33 • Jun 3, 2015 10:58 AM Remove
Plan on rebuying with that if it goes back much lower. Love the volatility on this. Buyout/no buyout... Doesn't matter, Yelp will grow regardless.
mathwiz33 • Jul 30, 2015 10:41 AM Remove 0users liked this postsusers disliked this posts1Reply
Did you not see my last message on YELP where I talked about how I sold some of my shares at $48.5? If not, go to my review. Since then I haven't posted because I sold some more shares.
I just got back in after the earnings. Yelp continues to grow. Its revenue projections are in line with what I expected and I believe their value is still worth at least $6B. It is heavily oversold at these levels
I don't care about what reasons you gave before. I want to see reasons as to why it's going to go down from here you dummy. Obviously I don't care about what happened before because I just bought it. I care about the financial history and acquisitions and the #'s but I don't care about what its valuation was before. I care about the valuation RIGHT now. You can write all those paragraphs but you can't give a simple explanation for why it's short from here? No one believes a word you're saying! You're completely clueless and do not know anything about company valuation it seems.
2nd paragraph: I never said that. You're making sh...t up. I said I use use several indicators to value a company and I pointed several of those indicators out in the posts above. LTR
Z is a new company. It was created in 2006 which I consider new. Yelp is also new. Netflix is getting a bit old now so it's not as new anymore but its revolutionizing so some of its practices are new. Tesla is somewhat new too. All these companies to me are new. You won't find too many companies recently listened on NYSE/NASDAQ be too old. Twitter is new. Facebook is somewhat new but getting old now. Microsoft, Apple and Intel are all old
Yelp is currently a market leader but is facing some competition. I bought some shares of Yelp recently. I think it is still a market leader and I believe it should be worth far more than where it's at right now. All the small business owners shorting Yelp are going to get DESTROYED in the huge squeeze. Once Billion Dollar Bully comes out and the ridiculousness of what they show expels, you'll see Yelp continue going up and the graph will start looking similar to that of Netflix from 2011.
oooo. Looks like someone is very angry. Have you been shorting since November 9 2012? Are you thinking about buying to cover because of me? Aww, you poor poor thing. :(
You're talking about not knowing how to value a company? I'm as close as you're going to get to valuing this company accurately on this board. You don't even know what book value is and why it's an important indicator. You don't think R&D funding growth %, y/y revenue growth, EBITDA, estimates, acquisitions, trends, brand, debt, current value are important factors according to what I'm seeing. Might as well just throw the balance sheet, income statement, cash flow out of the entire equation. Technicals don't even seem to be your thing.
I am clueless you're right but I am only clueless as to how you even come up with a valuation on any company. I guess you just gamble and make up assumptions. "Oh hey guys, this is what I read the other day so Zillow is going down". Is that it? Or maybe it's "Well it looks like it's going down so that means it will go down more"...
I got it...
Maybe it's "Since they didn't make any net income yet, that means they are going bankrupt this year".
"144M. Meh, that's nothing".
"144M? Yeah, pshh my NWS Realtor website which is the only competition left is FAR better than Zillow with its 40M uniques"
"Zillow rep spoke to Obama? Meh. That don't mean anything, Realtor is its competition and is owned by News Corp the most loved company with an incredible reputation. Or wait is it? Hmm now I''m questioning myself. Am I crazy?"
"Wait a second... Google trends is showing Zillow as trending faster than Realtor? SCAM!"
"Alexa is showing Zillow's website moving up the ranks rapidly. That must be a scam too. These sites are all paid for by Zillow, it has to be!"
All you can say is "pure nonsense" but you can't give a single reason why Zillow should be a short while I on the other hand just debunked all your claims and answered your ridiculous questions that you couldn't figure out on your own. Some of the questions you asked were just silly.
Like for example.
Incredible brand? Then why did they have to acquire their #1 rival? Incredible business model? Then why cant they make money?
I explained why they're an incredible brand in the first reply. That answer should be very obvious and shouldn't even require an explanation. Why they acquired their #1 rival? HAHAHA... Are you serious with that question? Answered that one too. You're silly.
"Incredible business model?" Why would you even ask that? They're a market leader! God you're making yourself look bad and I only had to dissect one paragraph of questions to prove that.
Then after all that ridiculousness you go on to ask why can't they make money. Like are you kidding or serious? Are you really investing in stocks and asking this ridiculous question?
Amazon, Tesla and FedEx didn't make a profit for the first 5 years.
Like did you really believe a new company that doesn't make profit will automatically go bankrupt or to 0? Did you know Twitter hasn't been making money for quite a while now and is currently a $20B market cap? Are you aware of any of this or understand how to read financials or know anything about what each aspect within financials indicates? I explained some simple math and utilized book value earlier. Do you even know what a simple thing like book value is? What a shame.
5. Incredible brand ofcourse! You're kidding right? Look how popular Zillow is and how quickly it's trending worldwide. Why did they acquire their #1 rival? Isn't it obvious? To completely dominate the real estate market and have the edge over every other competitor. Intelligent to say the least. Yes, News Corp is putting up ads across all of its platforms but their realtor website is simply sh... t
They have MLS listings and live feeds but so what? That will absolutely NOT stop users from using Zillow. If a person wants a house, I guarantee you that most will try to find the cheapest deal they can. Which place is there with the most listings? That's right it's Zillow. Also, there are many agents, MLS live listings being published onto Zillow now as well. They are expanding in that area very vigorously and they have the funding to do it. Also, speaking of brand... They are known throughout the world. President Obama spoke with Zillow and a video was published on the white house main youtube for gods sake. Who the f went to NWS realtor?
No one likes NWS. They have a bad reputation. Expect their revenue to continue declining.
6. They can easily sell Zillow. Do you have any idea how valuable Zillow is with its unique visitors alone? No, you're completely clueless. 144M is not a small number. You said it yourselff that the U.S is 320M. That's almost half of the U.S already. Think about it. They capture at least 1/3rd of the U.S population. Just ponder that for a moment. Ok, now lets get to actual selling. There have been so many other websites that have been sold for way more than what Zillow is worth right now and yet they have not had as large of an audience as them and especially not the same growth or close to it.
Realtor got bought out by NWS for $1B. This is when Zillow was a dominating player and Realtor had UV of only 25M.
Zillow 144M for $4B vs Realtor 25M for 1M
Google, Facebook, Priceline, Apple etc would buy Zillow so fast if it was on the selling block
1. They're not "double counting" dummy. It's called counting your acquisition uniques combined with your own. What's wrong with that? They bought their competitor. They're are in a process of fully integrating Trulia into their databases, web pages and other features. Expect growth there. Minor write-offs that may happen are irrelevant when you consider the bigger picture.
2. I took a hypothetical scenario if the rate of increase continued at this same rate(Which is a best case for NWS realtor). Obviously growth would slow before that happened. Also, you're ridiculous when you say 320M people are in the U.S so as if they're only going to be in the U.S. Many companies expanded internationally later on after they were well established. Who knows, Zillow may start tomorrow. Netflix started later on in 2011. By the way, Netflix wasn't even trending as much around the world then. Zillow is already trending and growing in reputation worldwide. Expect them to move towards other markets and continue their growth.
3. If you have any shred of intelligence investing, you'd know book value is quite important as it determines the actual valuation of the company. An intelligent investor would use a combination of financials to determine what the kind of valuation a company should really be and how long it'll take for the book to reach current market cap. As I pointed out, if we take away the book from the current market cap, the remaining amount would be how long it'll take for the company to reach its book. It's a great indication to see how long it'll take for a company to reach current book value based on estimation/projections.
4. Growth will continue and accelerate. Here's why. Once Trulia is fully integrated and they continue to increase their top line and R&D funding, we'll see more innovative solutions and features from Zillow. They are already ahead of Realtor and all of the other competitors, leaving all of them behind in the dust. Zillow has the cash and focus.