Detailed Small Cap Idea

  • Small Company Update: 5 Questions about KITDilution

    Oh shit, Money McBags has been forced to come out of temporary and semi-retirement (though he still tweets, facebooks, and guesses NSFW muffs on a nightly basis) as his inbox (though he would prefer to be in this box) has been overflowing with questions on what the fuck KITD is doing by raising equity once

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  • KITD CEO Interview: IP, You Pee, We all Pee For IP

    Kind readers, for months Money McBags has promised to bring you a new Q&A with KITD CEO Kaleil Tuzman (Money McBags promised even before he went to the great hedge fund in the sky) and he profusely apologizes for its tardiness.  He actually emailed the below questions to Mr. Tuzman (at Mr. Tuzman’s request no

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  • Small Company Update: KITD, I Ok with ioko Deal

    Money McBags promised to get to his breakdown of KITD’s transformational acquisition of ioko the other day, and he apologizes for the delay, but he got busy with some other shit (that other shit mainly being the recently released NSFW Kate Bosworth nude pics), so you’ll have to forgive him for not getting to it

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  • Small Company Update: QCOR to MS, “Tell Me How My Acthar Tastes”

    Tuesday after the market closed, QCOR pre-announced a Q1 that shit all over analyst numbers as if every analyst were from Off Wall Street (though as Money McBags types this, perhaps Mr. Roberts is furiously penning his mea culpa to run in tomorrow’s Barron’s where he apologizes for being more wrong than Donald Rumsfeld and

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  • Small Company Update: KITD Downs More Buy-agra and Keeps Growing

    Money McBags promised he would get to KITD’s quarter on Tuesday but then he sat down to do his taxes and well, shit got a little hairy (though not as hairy as Paul Volcker’s taint).  Now Money McBags isn’t saying the AMT is convoluted, he is saying the AMT is fucking convoluted.  Money McBags has

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  • Small Company Update: Is It Time to COOL It Now?

    Money McBags wants to write about COOL today as they put up a Q more fucktastic than Sarah Shahi covered in $100 bills and doused with Bridgitte Bardot‘s nipple sweat (from an early 1950’s vintage bottle of course).  Readers know Money McBags has often shit all over this company because, well, because it is a

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  • Small Company Update: A Quest to Understand Questcor (QCOR)

    Money McBags was traveling yesterday (as he will be on Friday as well, so columns this week may be a bit come and go, like Boy George at a gloryhole) but he wanted to finally get to his write-up of QCOR’s Q which the company announced last week to much fanfare (and by much fanfare,

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  • CEO Interview: CRUS CEO Gets Serious with Money McBags

    CRUS’s CEO Jason Rhode sat down with Money McBags for a detailed phone interview the other day to help Money McBags better understand CRUS’ competitive advantage, relationship with Apple, and energy business.  And in the course of the discussion, Money McBags counted only eight awkward moments of silence, four “I’d like to punch you in

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  • Small Company Update: Taking Computer Task Group (CTGX) to Task

    With the market falling faster than the marginal peace in the Middle East as Qadaffi takes hold of Tripoli (and screw Tripoli, Money McBags would settle for taking hold of double E), faster than the SEC’s already piss awful reputation (as apparently their top lawyer made off with some Madoff profits), and even faster than

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  • Small Company Update: A Hot Piece of SAAS

    Money McBags wanted to finally get to SAAS today because he has mentioned it a fuckton but has just never found time to cover it in full detail (likely because he has spent way too much time covering this in full detail) and it deserves it’s own break out.  This is one of Money McBags’

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