seems popular today. You'll note marketing costs have risen 32% year on year.
..$INS seems popular today. You'll note it hasn't been much affected by the wider market gyrations and that today's volume is 5x the daily average. Looks like someone wants in.
I have a feeling that the machines may be unable to comprehend the implications of Intelligent Systems' 8-K today.
Q2 "We can’t take on any more business that’s going to utilize the kind of resources that these two customers are utilizing... Having said that, we have another multibillion-dollar customer that wants to get live pretty quickly, so we’ve had to delay them until next year"
Q4 Intelligent Systems / Leland Strange
The move in Intelligent Systems today - daily volume already through within the first hour, makes me suspect they’re either about to get acquired or that they’ve just bought Moviepass.
Wow.. I can hear jaws dropping at . 2% cash on Apple Card is a category killer. may well look cheap here in hindsight.
*** Caution: acute confirmation bias warning ***
However, if Sallie Mae really wants to get serious, perhaps they ought to hire the guy who runs the credit file at the Bass Pro Shop.
"Will you sign up for the Apple Card? You probably will, frankly.. This is the money of the future—instant, invisible, and a little bit innovative—and it’s all nested beneath the beautiful glass screen of your iPhone..."
wired.com/story/why-appl…
Intriguing.
Q1/19 10-Q : "Currently, we expect to use cash in excess of what is required for our current operations for opportunities we believe will expand our CoreCard and FinTech business, although there can be no assurance that appropriate opportunities will arise."
seems popular today.
You'll note there's a Forbes article out today on Apple Card. H/T to @hiddensmallcaps for this and info about credit card issuer size.
Lets assume some of these are duplicate accounts, that some people don't follow through and that some delay. Say 50%?
If the above figures are even directionally correct then in terms of order of magnitude, might be looking at north of 30 million accounts - in the US alone - in short order after launch.
seemed popular yesterday but then it would, wouldn't it?
seems radioactive today.
You'll note from the 10-K, all revenues in 2018 actually came from the US and EU.
seems unpopular right now as they gave a conference call yesterday in which they didn’t offer to take a certain boardmember out the back and summarily execute him à la Ceaușescu. Instead, they’ll change the board shortly.
Support my proposal to redomicile co in Pyongyang
Intelligent Systems now included in the Russell 2000 Index, the Russell Microcap Index and the broad-market Russell 3000 Index
thechestnutpost.com/news/intellige…
seems popular today, for no reason whatsoever - so I have a question: why don’t shorts in have the courage of your convictions? I didn’t sell a cent. This thing is as fraudulent as it was a week ago, aren’t you? It’s 30% up in a week, so take it down, press them.
Usual seesaw in .
From the proxy, insiders hold 2.2M shares.
Institutions are on 3.25M, including Weitz at 2.27M (since forever)
Leaving ~38% or 3.35M of 8.8M as float, of which 320,000 or 10% traded yesterday - enough for move of 14%.
1.16M short is 34% of that float.
Sooooo.. is making all-time highs today?
Remember folks, only a few days left to submit your names towards the class action lawsuits in on
@AureliusValue
@ResearchGrizzly
@AureliusValue @ResearchGrizzly followers on Seeking Alpha have now doubled in just over half a year and as of yesterday the company has debut analyst coverage.
thefly.com/landingPageNew…
@AureliusValue @ResearchGrizzly Weitz commentary on fund reducing holding in
@AureliusValue @ResearchGrizzly marketing budget falls again
opens at 40.47, falls 13.5% to 35.01, then rises 17% to 40.99 and ends the day down 0.64% in total at 40.21. Pure efficient market juju
Some points from Q4 call.
Interesting from , I hadn't anticipated their involvement in govt stimulus programmes - has more stings to their bow than I knew of
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