Salesforce.com, inc. (NYSE:CRM) to equity guys isn’t quite what the Yen has been to macro guys, i.e. the “widowmaker”, but it might be getting there. It’s a stock and business that many people love to dislike, and always think a crash is imminent. Yet it’s continued to ‘climb the wall of worry’, with no end in sight. While salesforce.com, inc. (NYSE:CRM) is back on LST’s radar and higher up in priority now, LST is hesitant to short here and now, for the following reasons: The reasons LST does not like salesforce.com, inc. (NYSE:CRM) from the short side here (from a purely alpha, not beta perspective): It’s…
Why Salesforce.com Might Not Be A Good Short (Yet)
Guest Post
If you are interested in contributing to ValueWalk on a regular or one time basis read this post http://www.valuewalk.com/guest-posts-hedge-fund-letters/ We do not accept any outside posts or even ads on penny stocks, ICOs, cryptos, forex, binary options and related products.