Quoth the Raven

On today's podcast, QTR takes note of Amazon's shareholder letter - released after hours on 4/18/2018 - and talks about the effect on the company's stock as a result of AMZN announcing they have over 100M Prime subscribers. QTR put on a lotto trade of $1600 AMZN calls (weekly) on Monday of this week for $0.20 - he discusses the implications of such a trade and where it could wind up by Friday. In addition, QTR talks about today's Bloomberg report that states that Tesla is now under CA state investigation for its workplace safety practices. Today's sponsor: To learn more about how to delete your Facebook or to keep up with the protests visit vpn.com/facebook today. All content created and owned by Quoth the Raven Research, LLC.  QTR Podcasts are always free, but some people choose to make a small recurring donation, which is gratefully accepted: https://www.patreon.com/QTRResearch All podcast content is subject to the following disclaimer: http://www.quoththeravenresearch.com/disclaimerterms-of-service/ Visit www.quoththeravenresearch.com for more on QTR. 

In this episode, QTR looks at the 60 Minutes expose of Allegiant Air that aired Sunday night. The expose showed that Allegiant had an alarming 3.5x the mechanical issues than other major airlines and took testimonial horror stories from passengers and aviation experts. QTR talks about how the airline monopoly is wholly unfair and how it screws customers - I also talk about why I think Allegiant stock could easily head back to $100 per share as a result of this unearthing of disturbing facts.  All content created and owned by Quoth the Raven Research, LLC.  QTR Podcasts are always free, but some people choose to make a small recurring donation, which is gratefully accepted: https://www.patreon.com/QTRResearch All podcast content is subject to the following disclaimer: http://www.quoththeravenresearch.com/disclaimerterms-of-service/ Visit www.quoththeravenresearch.com for more on QTR. 

Elon Musk once again stopped his company's stock from breaching under the $300 level today by Tweeting last night - at 1AM PST and 4AM EST - that the company would be cash flow positive by Q3 or Q4 of this year. This comes in addition to his statements earlier this month that the company will not need a capital raise in 2018. If either of these statements turn out to be untrue, I explain why I believe regulators should go after Elon Musk and Tesla for misleading shareholders and the public. All content created and owned by Quoth the Raven Research, LLC.  QTR Podcasts are always free, but some people choose to make a small recurring donation, which is gratefully accepted: https://www.patreon.com/QTRResearch All podcast content is subject to the following disclaimer: http://www.quoththeravenresearch.com/disclaimerterms-of-service/ Visit www.quoththeravenresearch.com for more on QTR. 

Mallinckrodt stock was down 6.7% today on a whistleblower lawsuit that alleged the same thing that short sellers have been alleging for years - the company doesn't have any fucking clue what's in the one drug it has used to, at one point, make itself into a $10 billion plus company and the drug doesn't seem to have any robust double blind clinical data supporting its use in most of its nearly 17 off label uses. This could be the most appaling pharmaceutical story in history and its been unfolding under our noses - and without regulators doing a thing about it - for nearly a decade.  All content created and owned by Quoth the Raven Research, LLC.  QTR Podcasts are always free, but some people choose to make a small recurring donation, which is gratefully accepted: https://www.patreon.com/QTRResearch All podcast content is subject to the following disclaimer: http://www.quoththeravenresearch.com/disclaimerterms-of-service/ Visit www.quoththeravenresearch.com for more on QTR.     

Facebook stock ripped today, 4/10/2018 as Mark Zuckerberg deftly outsmarted and danced around questions lobbed at him by members of Congress who have yet to still figure out what the internet is and how it works. Facebook joins Equifax and numerous Presidential administration appointees in the "all talk, no action" congressional hearings department. You're not under oath and there's no consequences for lying, Mr. Zuckerberg - enjoy your tough day on the hill! All content created and owned by Quoth the Raven Research, LLC.  QTR Podcasts are always free, but some people choose to make a small recurring donation, which is gratefully accepted: https://www.patreon.com/QTRResearch All podcast content is subject to the following disclaimer: http://www.quoththeravenresearch.com/disclaimerterms-of-service/ Visit www.quoththeravenresearch.com for more on QTR. 

The headline at the end of the day today was that Michael Cohen, President Trump's lawyer, had his office and home raided by the FBI. What is Mueller looking for here - is it pertaining to Russian collusion or could he be meddling around in this Stormy Daniels mess? What's the worst (and best) case scenario for President Trump and what do each of these stories potentially mean for the stock market going forward? QTR does his best to take a bipartisan and common sense look at what could possible come of this whole mess. All content created and owned by Quoth the Raven Research, LLC.  QTR Podcasts are always free, but some people choose to make a small recurring donation, which is gatefully accepted: https://www.patreon.com/QTRResearch All podcast content is subject to the following disclaimer: http://www.quoththeravenresearch.com/disclaimerterms-of-service/ Visit www.quoththeravenresearch.com for more on QTR. 

Longfin Corp (LFIN) stock was halted with the dreaded T12 code today and simultaneously sued by the SEC, almost positively ensuring that if you're long, you're going to face a total loss. QTR talks about the halt, what it means if you're long or short, why CNBC shouldn't be allowed to take credit and why a Tweet put out this morning by Muddy Waters Research is 100% accurate in defending short selling to the President of the NYSE who foolishly called it "icky" in the summer of 2017. All content created and owned by Quoth the Raven Research, LLC.  QTR Podcasts are always free, but some people choose to make a small recurring donation, which is gatefully accepted: https://www.patreon.com/QTRResearch All podcast content is subject to the following disclaimer: http://www.quoththeravenresearch.com/disclaimerterms-of-service/ Visit www.quoththeravenresearch.com for more on QTR.     

In this podcast, QTR talks about media hyping IPOs and why watching the Spotify and Alibaba IPOs made him sick to his stomach. He talks about how private financing is looking, generally, to cash out on an IPO and how the finances and narrative of a story are geared to look as good as possible before a stock trades publicly. IPO's are not the sexy story that the media always seems to make them out to be, and companies like Blue Apron and GoPro are perfect examples of this.  All content created and owned by Quoth the Raven Research, LLC.  QTR Podcasts are always free, but some people choose to make a small recurring donation, which is gatefully accepted: https://www.patreon.com/QTRResearch All podcast content is subject to the following disclaimer: http://www.quoththeravenresearch.com/disclaimerterms-of-service/ Visit www.quoththeravenresearch.com for more on QTR. 

This podcast is about Tesla. We have a bull and a bear and a (somewhat) objective (but slightly skeptical) (also increasingly drunk on wine) moderator. In the bull camp, Ross Gerber from Gerber Kawasaki. Ross is the Co-Founder, President and CEO of Gerber Kawasaki Wealth and Investment Management. Ross oversees Gerber Kawasaki's corporate and investment management operations as well as serves individual clients. Ross is a frequent guest on CNN, CNBC, Fox Business News, and Reuters as well as a contributing writer for Forbes.com. He is ranked as one of the most influential investment advisors and Fintech innovators in America* and has over 43k twitter and 30k Facebook fans. In the bear camp, repping Philadelphia, Adam Spittler. Adam is a CPA in the state of Pennsylvania and has an MS in Finance from Drexel. He worked 3 years at KPMG followed by 10+ years in corporate finance. His self proclaimed expertise is in "finding and identifying shitty companies with shitty balance sheets". All content created and owned by Quoth the Raven Research, LLC.  QTR Podcasts are always free, but some people choose to make a small recurring donation, which is graciously accepted: https://www.patreon.com/QTRResearch All podcast content is subject to the following disclaimer: http://www.quoththeravenresearch.com/disclaimerterms-of-service/ Visit www.quoththeravenresearch.com for more on QTR. 

Jon Najarian is a CNBC contributor, former Chicago Floor Trader, Chicago Bears linebacker and founder of Investitute.com. In QTR podcast #12 he talks about his thoughts on Facebook, how get got his start, a CME floor trader who shit in a box for $12,000 on the trading floor during mid day and why he thinks the plunge protection team is a real thing. We also touch on the Traders4ACause annual charity conference, his thoughts on Tesla and his new recent Board spot at NETE. All content created and owned by Quoth the Raven Research, LLC.  QTR Podcasts are always free, but some people choose to make a small recurring donation, which is graciously accepted: https://www.patreon.com/QTRResearch All podcast content is subject to the following disclaimer: http://www.quoththeravenresearch.com/disclaimerterms-of-service/ Visit www.quoththeravenresearch.com for more on QTR. 

In this podcast, QTR asks the question of why the Stormy Daniels "controversy" is even in the news, while issues like the Federal Reserve potentially rigging the stock market are never talked about and often even frowned upon by the financial media. QTR digs into why consensual sex by two people that lack moral compasses in the year 2006 is in any way worth reporting on and confirms the existence of the Presidents Working Group on Financial Markets, explaining the executive order that put the group in place during the Reagan administration.  All content created and owned by Quoth the Raven Research, LLC.  QTR Podcasts are always free, but some people choose to make a small recurring donation, which is graciously accepted: https://www.patreon.com/QTRResearch All podcast content is subject to the following disclaimer: http://www.quoththeravenresearch.com/disclaimerterms-of-service/ Visit www.quoththeravenresearch.com for more on QTR. 

Tesla stock was assholed 8% in trading today, March 27, 2018. This could have been on news of an NTSB investigation into a fatal crash, Nvidia announcing they were halting autonomous driving efforts or an after hours Moody's credit downgrade leaking - or all three. QTR examines what happened today, what it could all mean, whether the Tesla fairy tale could wind up as a full blown dumpster fire and runs down the list of 50+ VP's and meaningful executives that have departed from Tesla over the last 10 years or so. All content created and owned by Quoth the Raven Research, LLC.  QTR Podcasts are always free, but some people choose to make a small recurring donation, which is graciously accepted: https://www.patreon.com/QTRResearch All podcast content is subject to the following disclaimer: http://www.quoththeravenresearch.com/disclaimerterms-of-service/ Visit www.quoththeravenresearch.com for more on QTR. 

In this podcast, QTR talks about Elon Musk's insane new pay package and - even more insane - the 73% of Tesla shareholders that approved it. He makes the point that it is hardly tied to the company's profitability and can see its revenue and market cap milestones easily be gamed. QTR breaks down some of the milestones and talks about why even if Musk reaches them, it doesn't mean the stock is going up, nor does it in any way mean that the company is going to be consistently profitable or cash flow generative. After, QTR talks about why Fed policy basically guarantees that we're going to have another depression - one that will make 2008 look like a fairy tale - somewhere down the road. All content created and owned by Quoth the Raven Research, LLC.  QTR Podcasts are always free, but some people choose to make a small recurring donation, which is graciously accepted: https://www.patreon.com/QTRResearch All podcast content is subject to the following disclaimer: http://www.quoththeravenresearch.com/disclaimerterms-of-service/ Visit www.quoththeravenresearch.com for more on QTR.

In this podcast, QTR rants about music from the early 1900's, people who blame their trading losses on anyone but themselves, why Phil Hellmuth deserved to get punched in the face by Sam Grizzle some years ago and why the Facebook long term long thesis could finally be over.  All content created and owned by Quoth the Raven Research, LLC.  QTR Podcasts are always free, but some people choose to make a small recurring donation, which is graciously accepted: https://www.patreon.com/QTRResearch All podcast content is subject to the following disclaimer: http://www.quoththeravenresearch.com/disclaimerterms-of-service/ Visit www.quoththeravenresearch.com for more on QTR. 

George Moriarty is the Executive Editor of Seeking Alpha, Irish guy from Boston and all around badass individual that I have been friends with for 5 or 6 years now. He previously worked as an editor for the The Street, editing for well known financial writers like Adam Feuerstein and Herb Greenberg. We talk about his time at Merrill Lynch during the financial crisis, how Seeking Alpha has made an impact on the industry, why sell side analysis generally sucks and what he is drinking for St. Patrick's Day. All content created and owned by Quoth the Raven Research, LLC.  QTR Podcasts are always free, but some people choose to make a small recurring donation, which is graciously accepted: https://www.patreon.com/QTRResearch All podcast content is subject to the following disclaimer: http://www.quoththeravenresearch.com/disclaimerterms-of-service/ Visit www.quoththeravenresearch.com for more on QTR.