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Boris Marjanovic

 
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  • 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
  • The Internet Monopoly I Want To Own Forever [View article]
    Normalizing capex makes complete sense. I calculate capex as a percentage of revenue every year and then I normalize it based on that percentage. Capex can increase/decrease drastically from year to year so normalizing it allows you to get a better picture of the company's true earnings power.
    Aug 16 09:58 AM | Likes Like |Link to Comment
  • The Internet Monopoly I Want To Own Forever [View article]
    You can skip ads in YouTube.
    Aug 15 02:49 PM | 1 Like Like |Link to Comment
  • The Internet Monopoly I Want To Own Forever [View article]
    DCF is only fine if you are a charlatan who believe he can precisely predict the future. There is no room for error when doing DCF. Real practitioners use different methods.
    Aug 15 12:09 PM | 1 Like Like |Link to Comment
  • The Internet Monopoly I Want To Own Forever [View article]
    7of9,

    Please explain how they would go about doing that? Break Google search up into several different search engines? This will never happen!
    Aug 15 10:56 AM | Likes Like |Link to Comment
  • The Internet Monopoly I Want To Own Forever [View article]
    AnonymousAlpha,

    You should not use comscore data to determine search market share. They use a tiny sample size in comparison to StatCounter and they only look at desktop searches. In other words, comscore data is not very good.
    Aug 15 10:54 AM | Likes Like |Link to Comment
  • The Internet Monopoly I Want To Own Forever [View article]
    lolstop,

    I used to work with several Wall Street analysts who used DCF models to value companies. They would first come up with an arbitrary fair value in their heads (usually 10-20% above the current market price) and then they would play around with the DCF model until it matched their arbitrary fair value. When it comes to valuing companies, DCF is a complete joke.
    Aug 15 10:52 AM | Likes Like |Link to Comment
  • The Internet Monopoly I Want To Own Forever [View article]
    jj1937,

    This is one of the most ridiculous comments I have read in a while. Just because retail sales are down doesn't mean Google's advertising is not working.
    Aug 15 10:49 AM | Likes Like |Link to Comment
  • The Internet Monopoly I Want To Own Forever [View article]
    Zipper0,

    I don't ignore actual capex. If you read my article more carefully you would see that I used "normalized" earnings to value Google. This means capex has been normalized too.
    Aug 15 10:46 AM | Likes Like |Link to Comment
  • The Internet Monopoly I Want To Own Forever [View article]
    Bing's market share has been pretty stagnant. And the market share it did gain came at the expense of other search engines, not Google.
    Aug 14 11:37 PM | Likes Like |Link to Comment
  • The Internet Monopoly I Want To Own Forever [View article]
    What can they possibly do? Make Google search break up into several different search engines?

    Google has plenty of competition, but it's not Google's fault that most other search engines like Yahoo! and Bing are terrible. People have the right to use any search engine they like, however, most choose to use Google.
    Aug 14 09:56 PM | 1 Like Like |Link to Comment
COMMENTS STATS
671 Comments
558 Likes