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Boris Marjanovic

 
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  • Alibaba Is A Wonderful Business At A Terrible Price [View article]
    Operating margins = EBIT margins (which is included in my table). All EBIT margin numbers have been normalized.
    Oct 1, 2014. 10:47 AM | Likes Like |Link to Comment
  • Alibaba Is A Wonderful Business At A Terrible Price [View article]
    EBIT margins are included in the table (which are pre-tax and interest profits).
    Oct 1, 2014. 10:45 AM | Likes Like |Link to Comment
  • Alibaba's IPO Is A Beginning, Not An End [View article]
    Alibaba will never succeed in the U.S. Amazon is willing to lose money in order to have the advantage, it is very difficult to compete against something like that.
    Oct 1, 2014. 10:23 AM | 1 Like Like |Link to Comment
  • Alibaba's IPO Is A Beginning, Not An End [View article]
    Amazon has over a hundred fulfillment centers throughout the U.S. which cost a lot of time and money to build. This is what gives Amazon a huge advantage over Alibaba in the U.S.
    Oct 1, 2014. 10:20 AM | 4 Likes Like |Link to Comment
  • Alibaba Is A Wonderful Business At A Terrible Price [View article]
    Thank you, Macro
    Sep 30, 2014. 04:17 PM | 1 Like Like |Link to Comment
  • Alibaba Is A Wonderful Business At A Terrible Price [View article]
    You are correct, it is. I even mentioned in the article... Alibaba is grossly overvalued, even when compared to also overvalued peers.
    Sep 30, 2014. 03:52 PM | 1 Like Like |Link to Comment
  • Alibaba Is A Wonderful Business At A Terrible Price [View article]
    "Google is a search engine and you should compare it to baidu not Ali baba."

    Google, Baidu, and Alibaba all make money basically the same way - through advertising/marketing. That's why they are good comparisons.
    Sep 30, 2014. 01:12 PM | 2 Likes Like |Link to Comment
  • Alibaba Is A Wonderful Business At A Terrible Price [View article]
    "Ali Baba" is a character from the folk tale "Ali Baba and the Forty Thieves." It's known around the world and is very easy to pronounce. That's why Jack Ma chose the name.
    Sep 30, 2014. 12:19 PM | 3 Likes Like |Link to Comment
  • Alibaba Is Coming Like A Freight Train [View article]
    "Alibaba has a considerably better shot at penetrating Western markets than Google does of penetrating Eastern ones."

    What are you talking about? China and North Korea are basically the only countries in the world where Google doesn't have a significant presence. Every other country you look at, even most Asian countries, Google is the dominant search engine. In fact, in most countries Google's market share is nearly 100%. Alibaba will never be able to be as dominant globally as Google is.
    Sep 28, 2014. 02:16 PM | Likes Like |Link to Comment
  • 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 06:12 PM | Likes Like |Link to Comment
COMMENTS STATS
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