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Continue reading →: 3D Systems Intention To Drop The Consumer Market Might Be Rather Bullish(Photo credit: fdecomite) 3D Systems has just announced its intention to leave the consumer market for 3D printing. The company officials argue that this will only have a 2% impact on revenues and it will improve profits in the medium term. Several analysts have expressed doubts about this course of…
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Continue reading →: Twitter: Layoffs And A Comeback – Is This An Apple Déjà Vu?
While it was still a rumor, I wrote a small piece about the negative consequences of Twitter’s (NYSE:TWTR) layoff. Basically, my rationale is based on the idea that it could get harder for Twitter to use M&A as a way to get technology and human talent. Instantly, I was reminded…
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Continue reading →: Why Twitter Layoffs May Backfire… a Lot!
Recode.net published a rumor that Twitter (TWTR) may be readying a layoff plan. The rationale behind this move being the notion that the company’s headcount is bloated. Recently, I’ve written an article about Caterpillar for seekingalpha where I dissected a lot of the negatives associated with layoffs from an investor’s perspective. Additionally, you can…
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Continue reading →: Tesla News: The Model X Is Here – Can It Support a 30 Billion Market Cap?
Tesla has just started to deliver the first batch of Model X units. As frequently happens in high level engineering endeavors, the Model X got around 2 years behind its original schedule. For a common company, that time and again is struggling with liquidity issues, this could be a very…
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Continue reading →: How The Stock Exchange Works (For Dummies)
A great video simplifying the mecanism of the the stock market
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Continue reading →: Stock Market Hysteria: Headline Trading
Financial markets have been acting like crazy. During the past few weeks, the ups and downs of the Street could be seen as symptoms of bipolar behavior from the standpoint of any psychologist. We have seen multiple established companies with swings in the stock price ranging 20%. This is sheer madness!…
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Continue reading →: The Pros And Cons About Google’s Alphabet
Google’s new business unit structure will have a big impact on the company. The previous structure allowed for young initiatives to grow under the protection of Google’s cloak. The new structure might solve some problems to Wall Street analysts but at first glance it won’t do much for innovation efforts.
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Continue reading →: A Game of Thrones: Greece and the European Equities Decline
The Greek case shows that Europe has a laggard vision Once again, the Greek government sold the Greek people. Paradoxically, it’s a defeat for Greece and for Europe. But above all, it’s a bad service to democracy. It seems like it doesn’t matter which side is governing a given country,…
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Continue reading →: A Valuation Approach for 3D Systems (DDD)
Previously, I’ve wrote a long article on 3D Systems (NYSE:DDD). There, I focused on analyzing the company organization and the product conception philosophy. In other words, I was interested in the growth potential of the company. However, in this text, I want to present a different perspective about 3D Systems.…
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Continue reading →: Of Interest: Best Buy and Varoufakis
From this week, I highlight two main events: Best Buy’s earnings release and the profiling on Yannis Varoufakis in the NYT. These two pieces make a very interesting read: Best Buy presented results that topped analysts’ expectations. Earnings were pressured from restructuring charges. These one-off items are related to the…
Hi Fren,
Pepe Maltese
I used to trade inside the machine. Now I just raid it.
I publish two high-conviction setups daily — one momentum, one turnaround — filtered through tape structure, volume shifts, and misaligned narratives.
Some of these turn into full trades. A few evolve into deeper stories. The rest get cut.
This isn’t education. This is intelligence.
I don’t run ads. I don’t sell dreams. I track price, watch structure, and call bullshit when the story breaks.
Follow the setups. Fade the noise. Stick it to the man.
Let’s connect
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