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Kendall and Kylie

Shawn
Wed, 17 Feb 2016 07:54:58 GMT

Right now it's #4 free game in the US and #146 grossing game and doesn't release fully until the 18th.

Tim
Mon, 29 Feb 2016 20:07:02 GMT

Let's see what Niccolo says about it in 20 minutes. "Glu Mobile Inc. (NASDAQ:GLUU), a leading global developer and publisher of free-to-play games for smartphone and tablet devices, today announced that its Chairman and Chief Executive Officer, Niccolo de Masi, is scheduled to present at the JMP Securities Technology Conference in San Francisco, California on Monday, February 29, 2016 at 12:30 p.m. Pacific time (3:30 p.m. Eastern time). A live webcast, as well as a replay, of the presentation will be available on the company's investor relations website at www.glu.com/investors."

Shawn
Mon, 29 Feb 2016 20:34:35 GMT

Steep slides in downloads and grossing for KK, out of the top 20 on both counts. KKH dropped hard and is out of the top 50 when it was top 25 when KK was it its highs (I'm using overall, not just games.)

Gregory
Mon, 29 Feb 2016 22:05:53 GMT

I would look for a major content update within the next week. What is interesting (to me) is that other games that sat near KK in the ranks have also slid, like Jelly Saga, Soda Saga, Clash of Kings, EA's star wars, etc. etc. Not sure what it means. Perhaps the world of mobile gaming PtP is collapsing before us....

Shawn
Mon, 29 Feb 2016 22:29:17 GMT

Good point, I noticed that as well. Episodes was another aspirational/celeb game that had plummeted a bit. Well, today I bowed out of Glu. I'd averaged it down to $3.68 and it was 25% of my portfolio. My main concerns - a.) failure above $4 multiple times b.) d/l and grossing falling fast for KK, will it bounce or stabilize with an update? I don't feel like gambling. c.) the many failures of 2015 d.) no "Tencent is gobbling shares" rally e.) ran up on Swift but not coming out until end of the year - I played this gamble last year with KPP and got my teeth kicked in. f.) the market in general Given those and having way, way, way too much of it at too high a price I exited. I'd hoped to sell north of $4 but considering I broke even when not that long ago I was down significantly I guess that's not too shabby. If it goes down a fair amount from here I'll look at setting up a more reasonably sized position. Now that I've finally sold, I look forward to the press release tomorrow that Tencent's buying GLUU for $8 a share.

Thomas
Mon, 29 Feb 2016 23:19:51 GMT

Someone here once said that GLUU would be A good stock to trade(Gregory maybe) and I now fully agree. I personally think you made the right choice Shawn,Why would Tencent help to push up the stock price if they were looking to buy the company? The good news is out KK is falling on the charts and Tencent may or may not buy more who knows .I sold a portion of my holdings a bit early but my thought is why wait to long to unload the rest.If I thought the Market was about to make a big move to the upside I would hold my remaining shares but at this point a big move to the upside seems non existent,The major averages are having a hard time breaking through resistance and even if they do how long will that last. My thought is not long BWTFDIK

Gregory
Tue, 01 Mar 2016 01:22:03 GMT

> @Shawn > a.) failure above $4 multiple times > b.) d/l and grossing falling fast for KK, will it bounce or stabilize with an update? I don't feel > like gambling. > c.) the many failures of 2015 > d.) no “Tencent is gobbling shares” rally > e.) ran up on Swift but not coming out until end of the year – I played this gamble last year > with KPP and got my teeth kicked in. > f.) the market in general i think that is pretty much why this stock has stalled - everyone and their mother feels probably pretty much the same - a lot of gun-shy with GLUU. I didn't think this had a chance sticking above 4 unless KK stuck in the top 10 for over a month. It may still, with an update. Who knows. One thing I have learned about GLUU is never underestimate it either way. It has the ability to surprise, in both directions. The fact that TenCent is buying is somewhat encouraging. Another thing I have learned with GLUU is that the insiders really take advantage of inside info when they can..... And speaking to the question of why TenCent would buy if they thought they were going to pu rchase outright? Well, correct me if I am wrong, but if they were to buy all outstanding shares at 6, or 7, or 8, or whatever, if it is at a premium, then wouldn't it be to their advantage to buy as much as they legally could at today's prices? I am fairly certain TenCent knows GLUU is not going to sell below $4-5/share, so there is no harm in grabbing below $4. And GLUU still has the ability to buy their own shares,. no announcement there, so I wonder if that is just a break glass ICoE save, or if they really want to reduce float?

Remi
Tue, 01 Mar 2016 01:56:48 GMT

Tencent may also want to maximize its stake to its agreed upon cap of 25% before Glu buys back shares - that way they would end up with more than 25% of the company.

Peter
Wed, 02 Mar 2016 20:59:36 GMT

Gomes said in his latest video that he sold his entire Gluu position

Alan
Wed, 02 Mar 2016 21:41:09 GMT

Just watched it. He effectively provides no rationale for this. All he says is that its sitting in the middle of the R/R chart and he doesn't know what will happen next. That statement has been true countless times over the past 2.5 years.

Thomas
Wed, 02 Mar 2016 22:48:48 GMT

yea he also said he loaded up on JAKK at the bottom of the RR chart,my guess is that has all been dumped by now,But remember the top 10 richest investors in the World do not make money trading stocks LOL

Gregory
Thu, 03 Mar 2016 00:01:39 GMT

> @Alan > He effectively provides no rationale for this. All he says is that its sitting in the middle of the R/R chart and he doesn't know what will happen next. That statement has been true countless times over the past 2.5 years. of course.... makes perfect sense to me. That is because he is a lying sack if sh__ whose main (perhaps not sole) purpose was to take advantage of subs over the last few years. And perhaps help us (a little bit - not much) along the way, as long as he was first in line, in and out....

Calvin
Thu, 03 Mar 2016 00:05:25 GMT

That sucks. Gluu has been the core position for the last two years, even when the thesis changed he only showed more resolve. Now, dumps it. Is it not below initiation?

Remi
Thu, 03 Mar 2016 00:24:23 GMT

It is sitting above initial initiation (try saying that 10 times). From a trading standpoint (and probably fundamental standpoint) he made the right call - I just think if he reveals what his rationale really is, people may not like what they hear. And yes it's inconsistent as usual. In the past, the inconsistencies bothered me more than the actual calls. Although I just could stop laughing the other day about how ridiculous it sounded when I explained to someone how I was buying into a girl's clothing company based off some guy on the Internet and within a year it went bankrupt.

Calvin
Thu, 03 Mar 2016 00:29:23 GMT

Remi, I had the same experience. I knew how ridiculous it sounded so I always described it as " sketchy stock guy says..." God I'm glad I couldn't talk any friends into joining.

Calvin
Thu, 03 Mar 2016 00:40:10 GMT

For the record, I never told anyone about a pick prior to its public release.

Peter
Thu, 03 Mar 2016 01:37:47 GMT

The main reveal was his new RR chart for gluu, and that we are now at the top of this revised channel. It is Basically a flat line between 2&4. Otherwise we are sitting below the 30% CGR RR line from last fall. I guess we can plan on no new updates unless another trade opportunity comes up.

Tim
Thu, 03 Mar 2016 04:54:50 GMT

Well I had a rocking year in 2015 and I'm keeping my glu. Niccolo is feeling it, with an interview every week lately. Mark is good at teaching his students how to manage picks & positions in a portfolio. His stock calls have not been very good the last 18 months.

Robert M.
Thu, 03 Mar 2016 12:48:43 GMT

Remember the good ole days when Gomes used to say hold on to your core positions for dear life and short an index as a hedge? What a joke. It's hard to believe that this guy -- with his inconsistent trigger-happy tendencies-- made millions of dollars in profits from long-term stock investments. He is definitely no student of Warren Buffet. More likely he just got lucky with a few risky bets and cashed in. Good for him; but enough already with the disingenuous "educational videos". This guy doesn't even take his own advice. Why should we?

Gregory
Thu, 03 Mar 2016 16:08:51 GMT

> @Robert M. > This guy doesn't even take his own advice. Why should we? exactly

David
Thu, 03 Mar 2016 16:43:08 GMT

K&K is full of bugs. Lots of reviews saying the player has given up reloading after losing the game over and over. The celebrity genre is a good niche, but GLU needs to hire & inspire the right people. Has GLU started buying their shares yet, or are they waiting to buy on the dip around $2?

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