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Ebay is changing its business model away from pricing listings to taking commissions off actual sales. There is lot of competition on listings including some of those that you mentioned, but what differentiates ebay is the sales and the facilities for quick and secure checkout and product...

If you want to short oil, aren't you just better off buying XOM? They make more money when the inputs are cheaper. Valero and Tesoro are other pure play refiners.

Ebay is hated because street does not like the CEO. The day she leaves, the stock will go to 50.

Normally Fed action is not good for shorts. Fed is expected to act every month for the next few months.

The biggest innovation with Nano is that it is delivered as a Kit. I don't think tradional dealership based forecast model is going to work here. Knowing how the folks in the rural india mod their scooters; I suspect this this thing is going to spark a enthusiast cult that mods the nano and...

Buy TTM and short Bajaj?

You have to factor in appreciating RMB when you arrive at $7.25 in earnings in 2009. For Q4-07, consensus is .71/sh, but whispers are now close to .81/sh. The growth rate in earnings is also accelerating after dropping in early 2007. BIDU should cross 600 in 2008 if all things hold.

Anybody following this stock? Looks like the stock is breaking out. Set a new 52-week high today. I think it goes to $60 by earning announcement on August 3rd.

What is your case for amazon? Surely, it can't be that iPhone is not out yet and other observations around people being bitten by dotcom bubble. Where do you think amazon will get its next billion in revenue from?

The good news is this is not a bubble

Indonesia lowered interest rate today, so at least there is some part of the world which does not agree with the inflation rising theory.