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Boris Marjanovic

 
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  • RPX Corporation Offers A Stable 20% Free Cash Flow Yield [View article]
    Yes, the selling was automated... usually done this way so management can never be accused of "insider trading."

    To answer your question about the patents - once RPX acquires a patent or patent rights it holds it forever. But remember, patents expire after 20 years. The average life of the patents acquired by RPX is around four years. Hope this helps.
    Sep 21 11:59 AM | Likes Like |Link to Comment
  • Alibaba Is Extremely Undervalued And Has Great Growth Potential [View article]
    It is too dangerous to make decisions based on ridiculous long-term forecasts, or any long-term forecasts for that matter. Why? Because they are always wrong and will cause you to lose money.
    Sep 19 03:40 PM | 2 Likes Like |Link to Comment
  • Alibaba Is Extremely Undervalued And Has Great Growth Potential [View article]
    "I project that the stock will trade at $152 by 2015."

    Whenever I see someone make precise projections about the future like this the first thing that comes to my mind is... charlatan! It is impossible to know where the stock will trade at tomorrow even. So projecting the exact price a stock will trade at a year from now is very foolish, and not all that useful.
    Sep 19 12:33 PM | 3 Likes Like |Link to Comment
  • The Internet Monopoly I Want To Own Forever [View article]
    Kamil Kolacek,

    Although Google's moat will very likely last far longer than 10 years... a 10-year moat is a durable moat, if you ask me.
    Sep 15 09:42 PM | 1 Like Like |Link to Comment
  • Apple: A Story Of A Buy And Hold [View article]
    Apple is NOT a buy and hold investment, in my opinion. This is basically a hardware company with no durable competitive advantage. Once people get bored of Apple products the company's revenues and profits will be cut drastically.

    Honestly, what do we have to look forward to with Apple over the long-term? An iPhone 25? iWatch 14? Same boring products with slightly larger screen sizes and other marginal improvements. No more innovation at this company like there once was.
    Sep 15 02:43 PM | Likes Like |Link to Comment
  • Why I Sell Put Options (Part I) [View article]
    Selling naked options is a great way to go bankrupt in the long-term.
    Sep 5 06:12 PM | Likes Like |Link to Comment
  • The Internet Monopoly I Want To Own Forever [View article]
    cebu sun,

    You can't punish a company for being successful. There is plenty of competition in search, however, most people still prefer Google. You can't blame Google for offering a better search engine! Moreover, Google's other assets like YouTube, Android, etc. also have an enormous amount of competition. The reason they dominate is because they are superior to what is offered by competitors.

    Remember back when Microsoft was supposed to be broken up into several technology companies because it had a monopoly in personal-computer operating systems? Even though Microsoft, unlike Google, had basically no competition, nothing ever happened. In other words, if Microsoft was able to avoid being broken up, Google can too.
    Sep 2 11:16 AM | 1 Like Like |Link to Comment
  • SunGame: A Penny Stock Trading For $2.1 Billion [View article]
    The company's CEO is a fraud and is being investigated. That's why the stock is down.
    Aug 28 08:02 PM | Likes Like |Link to Comment
  • Tesla: The Short Of The Decade? [View article]
    The stock is going up, which obviously means there are more buyers than sellers. This means betting against the stock is contrarian.
    Aug 19 07:06 PM | 2 Likes Like |Link to Comment
  • Tesla: The Short Of The Decade? [View article]
    portatopia,

    When you short you take on unlimited risk with limited upside potential. With put options your risk is limited and upside is hundreds of times greater. In other words, the put options provide an asymmetric payoff. You mention that with options you have to get the timing right. This is wrong. You simply place small out-of-the money bets and you roll forward when the option is near expiration. No need to time anything!

    Tesla's stock price is like a very fragile bridge - you don't know when it will crash but you know that it eventually will. This is why the simple option strategy I described above works extremely well in a situation like this.
    Aug 19 05:39 PM | 1 Like Like |Link to Comment
  • Tesla: The Short Of The Decade? [View article]
    The legendary WWII general George S. Patton once said, "If everyone is thinking alike, then somebody isn't thinking." The only way to generate enormous returns in the market over the long-term is to be a contrarian investor. Think about it, the majority of investors believe that Tesla will be the greatest and most profitable car company in history. Even if this were true, it is likely already priced into the stock. The most rational thing to do in this situation is to place bets (preferably using put options) against this company/stock. If anything goes wrong, which in the automotive industry occurs rather frequently, the stock could crash more than 50% in a short period of time... causing those put options to increase in value substantially.
    Aug 19 03:28 PM | 1 Like Like |Link to Comment
  • Signs Of An Approaching Bear Market [View article]
    It's hilarious that you started off this article by using a quote from the legendary charlatan Allan Greespan... one of the individuals responsible for causing the 2008 financial crisis.
    Aug 17 07:52 PM | 1 Like Like |Link to Comment
  • The Internet Monopoly I Want To Own Forever [View article]
    Shaduc,

    Try and download Tor. Although this is slower than using your regular browser, it can't be blocked by your government. You can use google, yahoo, or any other search engine you want. Moreover, not a single website can be blocked and nobody can track your search activities.

    Here is the link: http://bit.ly/19n76oB
    Aug 17 11:48 AM | 1 Like Like |Link to Comment
  • The Internet Monopoly I Want To Own Forever [View article]
    Because, as I already explained in my article, Google is an economic castle protected by an unreachable moat. I also mentioned that Microsoft even pays people to use Bing search, but most still choose Google.
    Aug 17 10:41 AM | 1 Like Like |Link to Comment
  • The Internet Monopoly I Want To Own Forever [View article]
    Investing billions into Bing hasn't really helped. Maybe you should go work for Microsoft and show them how it's done!
    Aug 16 10:01 AM | 1 Like Like |Link to Comment
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