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Andreas Hopf

 
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  • Nokia: Should You Still Buy Close To Its New 52-Week High? [View article]
    I love the smell of concrete in the morning.
    Sep 18 05:45 PM | Likes Like |Link to Comment
  • Nokia: Should You Still Buy Close To Its New 52-Week High? [View article]
    In real estate.
    Sep 18 02:49 PM | 1 Like Like |Link to Comment
  • A 10 Year Old's Take On Microsoft's $2.5 Billion Purchase Of Minecraft [View article]
    "I'm just not sure you can buy ubiquity, specifically positive ubiquity with consumers. You have got to build it, which is exactly what Google and Amazon have done."

    Exactly. And content is king. Which is how Microsoft first destroyed their "partner" Nokia to then lay off half of its workforce to probably write off the sorry mess well before 2016. However, particularly Google and, to a lesser degree Amazon, have not built 100% of their business in amicable hacker-gathering style, but grown it also by way of acqui-hires and acquisitions, which allowed them to achieve their economically and sociologically dangerous position: A near Soviet-style monopoly in data mining, happily paid for by their users. After 1989 we were looking forward to capitalism and competition, only to see several all-encompassing proto-SkyNets emerging. I do not like that at all.

    In that context, it puzzles me that Microsoft is still seen as the "big evil" where it is clear that it has failed to capture positive mindshare, largely during Steve Ballmer's tenure. Google and Amazon today are destroying vastly more businesses on a regional and local level; like ITT or Standard Oil, they must be broken up rather sooner than later in my view.

    I am no MSFT investor. Your daughter makes a fine brand analyst. Good article!
    Sep 18 02:24 PM | Likes Like |Link to Comment
  • BlackBerry: Analyzing The Movirtu Purchase [View article]
    Don't worry; you'll get a good filling of hot air, pseudo-news to pump the stock and another good dose of tax break medication at the upcoming quarterly report, when you will also see the disastrous sales revenue from devices and software.
    Sep 17 03:13 AM | 4 Likes Like |Link to Comment
  • BlackBerry: Analyzing The Movirtu Purchase [View article]
    What is worse, the functionality described is operator dependent "...and enables the network operator to offer new and innovative services for consumer and business markets…" as Movirtu offers on their website.

    Since no operator has any interest in BlackBerry's devices, apart from maybe South Africa, Indonesia and the Tonga Archipelago where Blackberry is world famous, why should they implement such functionality? In any case, device interest is already collapsing fast after the launch http://imgur.com/n4wZxCZ as is custom with BlackBerry's devices.

    Yet another squandering of cash by John Chen on the fringe of utility.
    Sep 17 02:14 AM | 5 Likes Like |Link to Comment
  • 3D Systems Confident Of 30% Organic Growth [View article]
    From those companies that are public, I prefer SSYS and AMAVF by far. In any case, I still won't buy them here just yet. I would also like to see some of the world leaders to go public eventually, but at the moment, the economic climate in Europe is not very IPO-friendly from what I gather.

    As you may know, I am not "against" additive fabrication. I am against overvaluation and am content not having bought in this sector this year, apart from puts on DDD ; )
    Sep 16 07:27 PM | 1 Like Like |Link to Comment
  • 3D Systems Confident Of 30% Organic Growth [View article]
    Wait until the entire bubble-sector has collapsed to fair valuations and then scoop up DDD for $30 or less.
    Sep 16 12:04 PM | Likes Like |Link to Comment
  • Apple: 4 Reasons Why The Giant iPad Will Be A Giant Flop [View article]
    Referring to yourself in the 3rd person won't be of help here. Like the Audi A6 does not cannibalise Audi A4 sales... Like the 500ml Dove shampoo pack does not cannibalise the 200ml pack... Another iPad won't cannibalise the rest of the iPad range; and neither will oddball handsets like BlackBerry's "Passport" encroach on tablet space - whether Apple's, Samsung's or Lenovo's.
    Sep 15 08:39 PM | 1 Like Like |Link to Comment
  • iPhone 6 Release Delayed In China: Will The Launch Be A Bust? [View article]
    MB and SE are just venting their despair by way of penning articles against their enigma from south of the Canadian border. It makes for good stock comedy.
    Sep 15 08:27 PM | 5 Likes Like |Link to Comment
  • Apple: 4 Reasons Why The Giant iPad Will Be A Giant Flop [View article]
    Brilliant. Good memory.
    Sep 15 08:20 PM | Likes Like |Link to Comment
  • iPhone 6 Release Delayed In China: Will The Launch Be A Bust? [View article]
    Don't be so angry with yourselves. I know how hard it is being wrong. I can imagine how you must feel, having missed excellent profits by not buying AAPL shares and instead clinging onto under water BBRY shares. But don't despair just yet, while attempting to cope with self-anger by authoring sidetracking articles; one day you will both get it right, when you swap stock-love for the love of investing.
    Sep 15 07:30 PM | 5 Likes Like |Link to Comment
  • Why Alcatel-Lucent's Pullback Is A Buying Opportunity [View article]
    "...the performance was not up to Wall Street's expectations"

    Who cares what analysts expect who likely never even saw the presentation Michel Combes performed when he took over, let alone checked the figures given back then?

    I am rather interested, if the company performs according to the management plan; in terms of figures projected and business intended. So far, Michel Combes and Jean Raby have delivered. ALU is a good addition to one's TEV book, also in terms of future take-over/split-up potential in Europe's overcrowded TEV space. Another suitable accumulation opportunity.
    Sep 15 06:03 PM | 5 Likes Like |Link to Comment
  • 3D Systems Corporation Intrinsic Valuation: A Best Case And A Conservative Scenario [View article]
    One way or another, the overhyped 3DP sector will come down to fair valuations.

    I have never seen a more haphazard amalgamation of incompatible businesses, scraped together by diluting shareholders. See DDD today - like I mentioned before, DDD is a put selling machine with no PIN.
    Sep 15 01:20 PM | 1 Like Like |Link to Comment
  • BlackBerry Passport Beating iPhone 6 In A Recent Poll [View article]
    You only have to remember the product releases under Thorsten "We'll sell tens of millions" Heins: "Sold out at Selfridges", "Highest interest on Google trends", "IT departments swing back" and all that pumping, which proved to be nothing but hot air on the verge of comedy.
    Sep 15 06:47 AM | 2 Likes Like |Link to Comment
  • BlackBerry Passport Beating iPhone 6 In A Recent Poll [View article]
    "You're a smart guy, you really believe this for one second?"

    The cognitive biases are so strong that I fear the author indeed believes what he writes.
    Sep 15 06:43 AM | 5 Likes Like |Link to Comment
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