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Andreas Hopf  

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  • Alibaba Seeks Share Boost With Wine, NetEase With Cash [View article]
    BABA is a bottomless pit.

    Whistling in the dark won't help. It is still time to sell before it all goes down the drain.
    Sep 4, 2015. 02:14 PM | Likes Like |Link to Comment
  • BlackBerry +4.2% on deal to acquire Good Technology [View news story]
    Well, IKEA does not have to buy one niche business after the other to show revenue figures that cannot be achieved by the company's management.

    Looking at various comments over the last three years, Good technology was supposed to be a losing business with a vastly inferior service offering, so why would John Chen purchase such ailing business, other than to put on an actionable circus show? Two maimed soldiers, propping each other up, hardly win a battle; at best, they make out back alive behind the lines.

    Good is probably good for nothing more than a measly $150m in revenue (not profits).
    Sep 4, 2015. 09:35 AM | 5 Likes Like |Link to Comment
  • BlackBerry +4.2% on deal to acquire Good Technology [View news story]
    That's very bad news. John Chen has to buy in yet more software revenue, because he can't achieve his own goals by way of organic self-engineered and self-marketed growth. Now, two businesses will go under in tandem; I feel sorry for the poor employees.

    Half a billion of the cash reserved for Prem Watsa wasted - an exquisite squandering of shareholder value. A good day to buy more puts.
    Sep 4, 2015. 08:49 AM | 7 Likes Like |Link to Comment
  • Alibaba Seeks Share Boost With Wine, NetEase With Cash [View article]
    Owning BABA is an exciting way to squander one's funds.
    Sep 4, 2015. 03:43 AM | Likes Like |Link to Comment
  • Europe closes sharply higher on boosted QE hope [View news story]
    Maybe you did not notice - since the mid-March long-term low, the € reversed its downward trajectory. Hence for many EU-based investors, $ stocks and ETFs are somewhat less attractive.
    Sep 4, 2015. 03:42 AM | Likes Like |Link to Comment
  • Facebook: Undervalued When Viewing Peer Group P/E Multiple [View article]
    Doesn't matter. Yahoo! is a soggy toast. Marissa Meyer squanderd shareholder value with each hapless take-over and mismanaging the Alibaba investment legacy. Soon, she'll be out "to pursue her family interests and other exciting ventures" with a golden handshake.

    Actually, this dead cat may bounce briefly on the occasion.
    Sep 3, 2015. 01:39 PM | 6 Likes Like |Link to Comment
  • AMD: Placing Your Bets On The Little Things [View article]
    "I must note that AMD is a dangerous stock with an especially hazy future. With AMD's debt and lack of cash, it's an all-or-nothing bet. Investors must realize this, and furthermore they must realize that even if AMD does release Zen, it must be capable of competing with Intel or else it's over for AMD; my high-risk tolerance only lets even myself own a very tiny long position, so proceed only with caution."

    That could have been an article.
    Sep 3, 2015. 10:30 AM | 3 Likes Like |Link to Comment
  • Report: Apple plans to unveil iPad Pro, iPad Mini 4 at iPhone event [View news story]
    "Who will use iPod Pro? and Who is Apple competing against?"

    The iPod Pro is for professional Apple music users only - like elevator music composers, supermarket news journalists or ATM response-chime producers.

    Clearly, Apple finally dares competing with itself.
    Sep 3, 2015. 10:07 AM | 1 Like Like |Link to Comment
  • Report: Apple plans to unveil iPad Pro, iPad Mini 4 at iPhone event [View news story]
    iPad Pro - finally!

    Looks like October could be a good time to get back into AAPL.
    Sep 3, 2015. 10:05 AM | 1 Like Like |Link to Comment
  • Benefits Of Apple Enterprise Deals Flow One Way [View article]
    "Luckily all my kids schools have moved to Google Apps and there is ZERO chance I will ever buy another copy of MS Office. What is great is that everyone I know shares documents using Google Docs/Sheets."

    Even "greater" is that Google can "learn" everything about the affected children from the earliest possible age onwards, much facilitating streamlining and later selling their future to the highest bidder.
    Sep 3, 2015. 09:51 AM | 2 Likes Like |Link to Comment
  • Agilent Technologies No Longer to Include Orders in Financial Reporting [View article]
    Sector peers or not - is there something to obfuscate and detract from?
    Sep 3, 2015. 01:48 AM | 1 Like Like |Link to Comment
  • Soccer Mom Sticker Shock: Tesla Prices Model X Signature At $133,200 And Up [View article]
    Accessories common on any small car these days are not needed here, because the Model X is primarily used for ego-massage and showing-off one's pseudo-sustainable credentials.

    I really do wonder what do-gooders would think of their own comportment - en route to the east coast in yet another heavily polluting flight - if they could think properly, that is: systemically.
    Sep 3, 2015. 01:43 AM | 1 Like Like |Link to Comment
  • Yahoo Announces Completion of Polyvore Acquisition [View article]
    More shareholder value squandered.

    Soon, Marissa "Blue Dress" Meyer will depart with a golden handshake, concentrating on parenting and luxurious hobbies, after three years of very committed and laser focused ineptitude.
    Sep 2, 2015. 05:06 PM | Likes Like |Link to Comment
  • Alibaba Seeks Share Boost With Wine, NetEase With Cash [View article]
    Disclosure: None. Well done!
    Sep 2, 2015. 02:58 PM | 1 Like Like |Link to Comment
  • Benefits Of Apple Enterprise Deals Flow One Way [View article]
    GPRO = GoBroke since last November. They'll enjoy one more holiday sales pop and then every neckbeard, hipster and sportster has theirs. And then what?

    Apple happily sells GoPro cameras and now also drones at their stores, and many other accessories, which is good, because draws in non-iOS-users into its brand universe in a most casual and effective fashion.
    Sep 2, 2015. 02:29 PM | 1 Like Like |Link to Comment
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