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Boris Marjanovic

 
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  • The Internet Monopoly I Want To Own Forever
    Editors' Pick • Thu, Aug. 14 GOOG, GOOGL 104 Comments

    Summary

    • Google’s self-reinforcing network effect makes it enormously difficult for competitors to chip away at its monopolistic search market share.
    • The core search business will continue experiencing strong growth, largely driven by the rising worldwide Internet user base.
    • Since people spend more time on mobile apps than mobile web, in-app advertising is a huge revenue opportunity for Google.
    • YouTube is growing faster and generating more revenue than Netflix, making it one of Google’s most valuable assets.
    • The stock is an attractive risk/reward opportunity with substantial upside potential over the next few years.
  • Ignore The Bears And Buy Amazon
    Thu, Jul. 17 AMZN, BABA 48 Comments

    Summary

    • Amazon is the dominant U.S. online retailer and benefits from a huge economic moat that will keep competitors at bay.
    • The company’s strategy is to maximize the dollar amount of earnings, not to maximize profit margins.
    • Given the company’s various cost advantages, it will be significantly more profitable than traditional brick-and-mortar retailers.
    • Contrary to what the bears/skeptics want you to believe, Amazon is a great long-term investment.
  • The High Price Of Owning Tesla
    Sun, Jun. 29 TSLA 291 Comments

    Summary

    • Buying Tesla at the current price is like buying an overpriced lottery ticket – you will almost certainly lose money.
    • Tesla operates in a high fixed cost and highly competitive industry that has on the whole made negative returns for its investors.
    • Investors that want to participate in the Tesla electric car revolution should sell the stock and buy the car instead.
  • Lifeway Foods: Expanding Margins Should Drive Substantial Upside
       • Thu, Jun. 19 LWAY 6 Comments

    Summary

    • Lifeway is the dominant kefir player in the U.S. and is experiencing double-digit revenue growth.
    • The company’s U.K. expansion has been successful and will allow it to expand throughout the rest of Europe in the coming years.
    • The company’s margins will expand as a result of falling milk prices and lower processing and bottle production costs.
    • The stock is an attractive risk/reward opportunity with 70%+ upside potential over the next 12 months.
  • OurPet's: This Undiscovered Micro-Cap Could Double
       • Mon, Jun. 2 OPCO 3 Comments

    Summary

    • OurPet’s is an undiscovered micro-cap; no coverage on Seeking Alpha or any other major investment-related website.
    • The company operates in the recession resistant pet supplies industry, recorded positive growth even during the 2008-2009 financial crisis.
    • Stock is trading at a 100%+ discount to fair value; accelerating growth and ramping margins are long-term catalysts.
  • MusclePharm: Substantially Undervalued And Strong Acquisition Target
    Wed, May. 7 COST, DKS, GNC 102 Comments

    Summary

    • MusclePharm’s growth continues to exceed expectations; new product launches will drive future growth.
    • The stock is trading at a 100% discount to fair value; uplisting to NASDAQ is a near-term catalyst.
    • The company is a strong acquisition target due to industry consolidation, could fetch over $300 million.
  • Baidu: A Wide-Moat Business With 40% Upside Potential
    Editors' Pick • Fri, May. 2 AMAP, QIHU, QUNR 80 Comments

    Summary

    • Baidu will maintain its leading position in PC search and extend its leadership into the mobile search business.
    • Mobile payments, map services, online video and app distribution will be key revenue and earnings growth drivers in coming years.
    • Stock is trading at a 40% discount to fair value; ramping margins could be a long-term catalyst.
  • Netflix Is A House Of Cards On The Verge Of Collapse
    Mon, Feb. 24 NFLX 94 Comments
  • Issuer Direct: Undiscovered Micro-Cap With Asymmetric Upside Of 70+%
       • Wed, Feb. 12 ISDR 33 Comments
  • The Madness Of Netflix Investors
    Nov. 10, 2013 NFLX 87 Comments
  • Netflix's Profitability Is An Illusion
    Nov. 3, 2013 NFLX 60 Comments
  • Why U-Swirl's Share Price Could Double By Year's End
    Oct. 28, 2013 JMBA, SWRL 33 Comments
  • Forget Facebook And LinkedIn, Invest In The Company Suing Them Instead
    Sep. 26, 2013 BVSN, FB, JIVE 61 Comments
  • Marathon Patent Group: A Small Patent Company With Big Potential
    Sep. 19, 2013 MARA 12 Comments
  • RPX Corporation: A Cheap And Misunderstood Patent Company With A Moat
       • Aug. 30, 2013 RPXC 11 Comments
  • Netflix: Major Red Flags To Consider Before Buying
    Aug. 6, 2013 AAPL, AMZN, GOOG 158 Comments
  • Wait For A Pullback Before Buying Wolverine World Wide
       • Jul. 16, 2013 CAT, HOG, WWW 2 Comments
  • This Stock Will 'Energize' Your Portfolio
    Editors' Pick • Jun. 28, 2013 CHD, NSRGY, PFE 8 Comments
  • QLogic Corporation: A Stable 31% Free Cash Flow Yield
       • Jun. 21, 2013 QLGC 6 Comments
  • Why I'm Betting Big On MusclePharm
    Jun. 18, 2013 MSLP 19 Comments
  • Jamba: A Juicy Turnaround
       • Jun. 13, 2013 NSRGY, PG, SWY 17 Comments
  • Globus Medical: An Overlooked Company With A Moat
       • Jun. 7, 2013 GMED 7 Comments
  • SunGame: A Penny Stock Trading For $2.1 Billion
    May. 29, 2013 SGMZE 13 Comments
  • Betting Against Caesars Entertainment
    May. 23, 2013 CZR 6 Comments
  • This Is Why Netflix Will Go Bankrupt
    May. 13, 2013 NFLX 126 Comments
  • Muscle Pharm Will 'Bulk Up' Your Returns
    Apr. 25, 2013 DKS, GNC, VSI 24 Comments
  • Workday: Overvaluation And Lock-Up Expiration Will Cause Shares To Crash
    Mar. 29, 2013 WDAY 61 Comments
  • Apple Is Significantly Undervalued
    Mar. 12, 2013 AAPL 20 Comments
  • Netflix Is A Fragile House Of Cards
    Feb. 20, 2013 BRK.B, GE, GS 131 Comments
  • Rocky Mountain Is A Chocolate Covered Growth Stock
    Editors' Pick • Jan. 26, 2013 RMCF 60 Comments
  • Don't Bet Against DreamWorks Animation
    Editors' Pick • Jan. 8, 2013 TWX, DWA 11 Comments
  • Netflix Could Go Bankrupt In Less Than 5 Years
    Dec. 11, 2012 NFLX 133 Comments