Netflix CEO Reed Hastings Responds to Whitney Tilson: Cover Your Short Position. Now. (Seeking Alpha)
In a rare direct response to an individual short-seller, the CEO of Netflix argues that while the company faces many risks in the future, Tilson’s short thesis is misguided. He all but begs Tilson to stop shorting shares so that, as Hastings says, Tilson can donate more money to charity next year.
So THIS Is How Bloomberg Gets Earnings Reports Hours Before They’re Publicly Released… (Business Insider)
I kinda figured this must have been how it occurs: companies post the release to their servers without linking to it but Bloomberg pings the expected URL throughout the day and has discovered reports from DIS, NTAP and others hours early.
Investor Wake-Up Call (Investing Caffeine)
Slome hits the nail on the head with some entertaining satire.
Get Ready for China’s Next Blockbuster IPO (Breakout Performance)
So we’ve had the “YouTube of China” and the “Amazon of China”. Eric Jackson predicts the next big IPO will be the “Facebook/Groupon of China”.
Veeco Instruments (VECO): Bounce? (Notable Calls)
Shares of VECO are defended after being smacked by a downgrade by Citi and then further negative commentary by the same analyst two days later.
Right Versus Wrong Bubble Size (Flowing Data)
A nice infographic for energy subsidies.
*DISCLOSURE: Long NFLX, NTAP
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