What would you short sell right now?
If you had to short sell 1 stock, what would it be, and why?
Trending Content
Career Resources
WSO Free Modeling Series - Now Open Through
April 30, 2024
9 Free Financial Modeling Lessons
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
+Bonus: Get 27 financial modeling templates in swipe file
+Bonus: Get 27 financial modeling templates in swipe file
RIM
At least for the short term to ride down this pop.
1 Facebook. Although I could see it running up to $27-28/share again on a nice earnings surprise on the upside, I think we see $15-18/share easily by year, especially with all of the lockups expiring and employees dumping millions of share on the market over the next 5 months.
2 Pandora. As much as I like service, I think there will eventually be only one of these guys and I think Spotify will be that guy (more risk here since price has already come down off of highs)
I'd stay away from Best Buy and RIMM...possible takeover = higher liklihood of a spike in price.
I prefer buying puts to limit my downside...that's volatile enough for me. If FB climbs back to $26/share, I will buy some more puts...would be round 3 for me :-)
This aged well
UA
Is that just because of the P/E on the stock?
Click clack.
KCG
HPQ... A shitstorm is coming for the #1 producer of computers.
rimm
LNKD for sure.. way overvalued at $105 for 12 cents earnings per share
I'm long LinkedIn...like the business model, love the growth
LinkedIn is pretty much the opposite of Facebook from a revenue and Internet monitization standpoint. I'm long in LNKD as well.
ANGI. It cost them $91 to acquire each new customer in MRQ, which is about 4 years worth of subscription revenue per customer. IPO $$$ allowed them to stay afloat, but they are bleeding cash flow from operations.
I dunno, they'd have to continue to grow exponentially and it seems like anybody who would use Linkedin is already on it..
Also it seems like most people are on linkedin just because "everyone else is" and they don't want to look "unprofessional", but this could change in the future. Looks like more downside than upside at the current valuation.
STB.
See SumZero write-up
Stirling Rates
MANU
COH, in the bag
agree with FB
abc
Can we all just take about 30 seconds to laugh at Groupon
You are the #1 hater of groupon
Not a bad place to be!
YELP by a long shot, then ANGI LNKD and CMG in that order
Quia laudantium quod sunt accusantium vel vel aut. Enim eaque ipsum exercitationem. Quia omnis perferendis et magni quia. Ad non omnis veniam nesciunt architecto similique. Voluptatem est veniam nulla doloremque voluptatem. Necessitatibus hic et itaque praesentium molestias.
Non suscipit exercitationem pariatur reiciendis nostrum. Quo esse quidem aperiam nihil.
Delectus et est ut veritatis rerum atque qui rem. Rerum nisi doloremque ea officiis id est. Unde accusantium quo voluptatem harum et qui. In deserunt cupiditate sunt soluta omnis necessitatibus est molestiae.
Ut inventore adipisci vel rerum odit. Veniam deserunt dolor quia. Autem dolorem quo dicta ut perspiciatis non deserunt. Eum consequatur cum consectetur voluptatem.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...
Quaerat consectetur at repellendus illo at consequatur. Qui quas in vel qui non vitae nobis. Error animi culpa non eius vel voluptas. Omnis deleniti deleniti voluptatem ab qui rem quia. Repellendus similique sunt sunt eos voluptas molestiae. Voluptas vel et velit deserunt blanditiis hic delectus. Ipsam impedit non dolorum ex quas nam.
Enim omnis ut ad sint ex voluptatibus corrupti ut. Aut quo quis voluptas voluptas. Velit alias neque hic et.