Nook Media Gets How To Play The Gorilla Game [View article]
Nice analysis Peter! I sold my entire position of call options deep in the money on Thursday based on my target price. Also, if you remember last year Whitney Tilson of T2 partners made a very quick and profitable exit from BKS stock/ calls when news broke. So, I took my large profit and cashed out! Pays to follow the pros :)
Barnes & Noble (BKS) announces Google Play is available for Nook HD products. Though the move is a further capitulation by B&N from offering up a closed eco-system, it also increases the number of apps available to consumers to 750K from 10K to make the Nook more attractive. Barnes & Noble is also cozying up to Google on the browser front with Chrome set to replace the existing default browser. [View news story]
Wow this is huge for NOOK and $BKS! First upside targets to watch for BKS are 19.67 and then 20.59.
Valuing The Proposed Buyout Of Barnes & Noble Retail Business [View article]
That's a good question...An article came out this Saturday on Barron's that supports this valuation and also poses the possibility of MSFT acquiring all of BKS. We will have to see how the stock reacts on Monday's open.
Whitney Tilson's T2 or David Einhorn's Greenlight could easily gobble up the remaining float and put on a major short squeeze.
Barnes & Noble: Q3 Earnings Reactions Are Not Logical [View article]
I totally disagree with your analysis Zhen Lu. According to your disclosure you don't have any position in BKS or plans to engage in one, therefore you recommending BKS as an "excellent short candidate" is completely absurd.
Shorting a stock with this high of institutional and insider ownership with a very small float (that is not shorted already) and a potential buyout on the table is crazy.
Barnes & Noble: Q3 Earnings Reactions Are Not Logical [View article]
You are dead on RHMASSING. Barron's article nails the valuation of BKS. Not to mention they propose a total buyout from Microsoft, which is definitely in the cards.
No Turnaround For Barnes And Noble: The Content Market Is Too Competitive [View article]
Ok, interesting points but BKS will have positive earnings in 2013. Mark my words. By that time AMZN will be missing earnings and revising down starting with their next call later this month.
Is Amazon Killing The Golden Goose? [View article]
Nailed it! Amazon is going to take a big hit on Kindle. They don't have or make enough $$ to give Kindles away to consumers. Razor thin margins already.
Nook Study Is The Future Of Textbooks [View article]
Exactly! Digital content can always be updated also, meaning students are getting the most current factual information in their course material. Did anyone even mention the environmental benefits from going from a hard back textbook to a digital textbook? That's a lot of trees!
Nook Study Is The Future Of Textbooks [View article]
Good Point. For most students buying and selling textbooks is a pain in the butt. Having a one stop shop on campus makes it so much easier for students, especially when they realize they can buy the digital content from Barnes and Noble for much cheaper.
Nook Study Is The Future Of Textbooks [View article]
I definitely agree that Apple iPads are very popular among teachers and students. I do think that Barnes and Noble management is doing the right thing by offering its NOOK study on other platforms including Apple products. When it comes to downloading and studying from a tablet, laptop, or computer, NOOK study is superior to other digital textbook reading applications.
Nook Study Is The Future Of Textbooks [View article]
Very good point! Initially, what made Facebook so cool was that only students with a valid email from a College could access the site. College students were also a huge driver to the success of the iPods and iPhones. It really does help that Barnes and Noble has a bookstore ON many of the large universities already.
Nook Media Gets How To Play The Gorilla Game [View article]
There should be another great entry point in the future.
Nook Media Gets How To Play The Gorilla Game [View article]
-Alex
Barnes & Noble (BKS) announces Google Play is available for Nook HD products. Though the move is a further capitulation by B&N from offering up a closed eco-system, it also increases the number of apps available to consumers to 750K from 10K to make the Nook more attractive. Barnes & Noble is also cozying up to Google on the browser front with Chrome set to replace the existing default browser. [View news story]
Is Google readying a bid for Barnes and Noble???
Valuing The Proposed Buyout Of Barnes & Noble Retail Business [View article]
Whitney Tilson's T2 or David Einhorn's Greenlight could easily gobble up the remaining float and put on a major short squeeze.
Barnes & Noble: Q3 Earnings Reactions Are Not Logical [View article]
Shorting a stock with this high of institutional and insider ownership with a very small float (that is not shorted already) and a potential buyout on the table is crazy.
-Alex
Barnes & Noble: Q3 Earnings Reactions Are Not Logical [View article]
Nook Study Is The Future Of Textbooks [View article]
Alex
No Turnaround For Barnes And Noble: The Content Market Is Too Competitive [View article]
Disclosure long BKS + BKS calls....
Is Amazon Killing The Golden Goose? [View article]
Why Wal-Mart Chose The Nook Over The Kindle [View article]
Great data! I like the long BKS and short AMZN trade also. I would wait until AMZN's next earnings to go short (late october)...Good Luck.
Alex
Amazon's Problem: What If Tablets Don't Sell Lots Of Content? [View article]
Nook Study Is The Future Of Textbooks [View article]
Nook Study Is The Future Of Textbooks [View article]
Nook Study Is The Future Of Textbooks [View article]
Thanks for your comment,
Alex
Nook Study Is The Future Of Textbooks [View article]
Thanks for the comments!
Alex