Showing posts from May, 2017

Glu Mobile: New Era

Glu Mobile reported strong Q1 bookings and increased guidance for the year. The new CEO is correctly focused on building live operations for existing platform games to further reduce the need for a mega hit. The stock remains extremely cheap despite a recent 30% surge in price. The recent  Q1 results  for  Glu Mobile  (NASDAQ: GLUU ) were a huge departure from past quarterly reports. The new CEO actually delivered on smashing booking forecasts without having a mega hit for a one-time bump to results making my  investment thesis  for buying the stock at $2. Read the full article at Seeking Alpha.  Disclosure: Long GLUU. Please read the disclaimer page for more details. 

Twitter: Great Interview With Noto

Twitter (TWTR) COO Anthony Noto sat down with Emily Chang to discuss the new live video strategy. Definitely worth a listen as the social-media giant makes a big turnaround. Disclosure: Long TWTR. Please review the disclaimer page for more details.