Your Twitter-Length Investment Theses For 2012

• Posted by kid dynamite
• on December 20th, 2012

I put a call out to my Twitter followers asking for their 2013 investment ideas in Twitter-length:? 140 characters or less.? I even allowed 2 full tweets worth ? 280 characters total.? Now, normally I try to avoid discussing investment cases on Twitter, as I find it fruitless to debate a thesis 140 characters at a time, but anyway, I got some responses.? Please note that I do not endorse these ideas in any way.

@CommunistYogurt used the maximum allowance of 2 tweets to argue:

$MCHX completes spin-off of domain business in Q12013. Remaining call analytics/advertising biz unlocks true value. $YHOO $MSFT? etc look to MCHX call ads / analytics in effort to monetize local ad business #mna

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@Royal_Arse responded succinctly:

Long US banks, short Canadian banks. Housing swinging in opposite directions. Could play indirectly getting long $USDCAD

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@GoodeTrades answered:

Short $CTLE $200m mkt cap pump and dump with no real assets (I?m short 3k shares at $IBKR) yeah I know, too easy

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@MPortfolios responded in ?a picture is worth 1000 words? form by sending a picture of 2 Tweets, which said:

So far during the recent Absolute & Relative strength in International Equities, Commodities has weakest RS of all Asset Classes.?? Commodity weakness / Developed Mkt strength could be key to International Eq allocations this time around.? $EFA

?@EconomicPic says:

1) Put in low ball bids on illiquid puts for any and all 3x leveraged ETFs 2) Get hit on bid 3) Hold 4) $$

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Readers can feel free to expound on their own more-than-140-character 2013 Theses in the comment section.

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-KD

disclosure: I have no positions in any of the stocks mentioned above

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