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Boris Marjanovic

 
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  • Scavenging For Quiet Bargains [View article]
    I used to do a lot of backtesting back in the day, and I discovered that more frequent rebalancing is not very beneficial in most cases. The trading fees alone would eat up any additional profits gained. Rebalancing once per year (or at the most twice per year) is all that's needed.
    Jun 5 11:40 AM | Likes Like |Link to Comment
  • Scavenging For Quiet Bargains [View article]
    So, how do you calculate your cost of capital? If it's the way they teach in business schools, then it's not a very good method.
    Jun 5 09:59 AM | 1 Like Like |Link to Comment
  • MusclePharm: Substantially Undervalued And Strong Acquisition Target [View article]
    Most people simply don't understand the marketing advantage MusclePharm has. In fact, MusclePharm’s spectacular growth can mostly be attributed to its superior marketing strategy. The company’s special partnerships with the UFC and Arnold Schwarzenegger expose the brand to millions of potential customers around the world. The UFC, for example, is broadcasted in over 150 countries and territories (~820 million households), giving the MusclePharm brand an enormous amount of exposure that few competitors can match. The company’s marketing advantage was further strengthened with its recent partnership with bodybuilding and fitness icon Arnold Schwarzenegger. This new partnership allows the company to create products that will appeal to a larger market than previous MusclePharm products. In addition to these two partnerships, MusclePharm has sponsorships and endorsements with countless other athletes and sporting organization. All of this gives the company one of the strongest marketing advantages in the entire supplement industry, and this will likely continue to be the main growth driver going forward.
    Jun 4 07:17 PM | 1 Like Like |Link to Comment
  • OurPet's: This Undiscovered Micro-Cap Could Double [View article]
    The company could definitely be bought out for $2 per share, maybe even $2.5 per share some time in the near future. It's a wonderful business with many growth drivers in the coming years, I believe a larger competitor will see the potential the company has and simply acquire it.
    Jun 2 05:18 PM | Likes Like |Link to Comment
  • OurPet's: This Undiscovered Micro-Cap Could Double [View article]
    I've spoken to Dr. Steven Tsengas when I was researching this company, he seems like a very knowledgeable person.
    Jun 2 05:16 PM | Likes Like |Link to Comment
  • Berkshire Hathaway Invested In Verizon, Should You? [View article]
    Should we invest in Verizon? Probably not. Berkshire is large which makes its investment universe very small (only the biggest companies like Verizon). Berkshire would do much better if it broke up into 10-15 smaller funds. It would allow it to make investments into smaller companies with more growth potential. Not breaking Berkshire up like this is one of Buffett's biggest mistakes because it lowered his overall returns.
    Jun 1 09:28 AM | 1 Like Like |Link to Comment
  • Make 70% A Year With Math [View article]
    With 70% annual returns he would become a trillionaire within a few decades. By that time I'm sure he would write a book called "How I Became A Trillionaire With Math."
    May 30 11:28 AM | 2 Likes Like |Link to Comment
  • MusclePharm: Substantially Undervalued And Strong Acquisition Target [View article]
    Ok, now I understand your thinking. You simply don't think that the company will continue growing like it did in the past. That's absolutely true, there is no way any company can sustain 200%+ annual growth. MuslcePharm's growth will likely slow down to 15-20% over the long term, which is still outstanding. I believe the company can sustain a 15-20% long-term growth rate due to its high quality products and superior marketing.

    Think about it this way, MusclePharm is currently trading for roughly 0.7x TTM sales, and about 0.5x estimated 2014 sales. The company already became profitable in 1Q14 and will likely be profitable for the year, achieving full-year 2014 net profits in the $6-7 million range. At the current price, the stock is currently trading for around 15x 2014 earnings. This is an extremely low valuation considering how fast this company is growing. Now add to that the uplisting and potential takeover catalysts, and MusclePharm is a very good bet, in my opinion. If I win, I win a lot (100%+ returns). if I lose, I don't lose much.
    May 30 11:17 AM | 1 Like Like |Link to Comment
  • Make 70% A Year With Math [View article]
    People must understand that models are just approximations of the world. No model is perfect and no model works in every situation. That is what a lot of people, like the author of this article, fail to realize. Moreover, using back-testing to prove that your model/trading strategy works is very foolish, in my opinion. The strategy might have worked in the past, but only due to luck/randomness. It just takes one black-swan event for you to blow up and lose everything.
    May 29 09:07 PM | 5 Likes Like |Link to Comment
  • Dreamworks: Release Schedule Full Of Sequels Should Power Cash Flow Until TV And China Get Going [View article]
    Nice article on a great little company! DWA is a stock you buy and hold for a very long time. The company has the potential to one day be as large as Disney.
    May 29 12:09 PM | Likes Like |Link to Comment
  • MusclePharm: Substantially Undervalued And Strong Acquisition Target [View article]
    I will be accumulating as well. This stock is extremely cheap at the current price!
    May 29 11:57 AM | Likes Like |Link to Comment
  • MusclePharm: Substantially Undervalued And Strong Acquisition Target [View article]
    Rick,

    The Arnold Classic is the largest fitness expo in the world. Its held every year in Columbus, Ohio around late February or early March. Don't listen to me or anyone else. Go to the Arnold Classic and just take a look at the huge lines at the MusclePharm booth. Every major supplement company advertises there, and the lines at the MusclePharm booth are by far the longest! The company's extraordinary growth is real and cannot be denied. If you can make it there next year, get in contact with me so I can walk you around and show you everything you need to see. You really do have to be in this industry to understand what I am talking about. If people are waiting hours in line to buy something, then perhaps that product is pretty damn good, wouldn't you think?
    May 29 10:03 AM | Likes Like |Link to Comment
  • Growlife: Derivative Liabilities, High Dilution And Possible Bankruptcy [View article]
    I never understood why people would short a stock and open themselves up to unlimited losses. Using put options is a much better way to go and it gives you more leverage, although they are not available for OTC stocks like PHOT. Guess some people have to learn things the hard way.
    May 28 06:34 PM | 2 Likes Like |Link to Comment
  • MusclePharm: Substantially Undervalued And Strong Acquisition Target [View article]
    Rick,

    Just put this stock on your watch-list and keep an eye on it for a few quarters. You will be disappointed you missed out on this investment!
    May 27 09:13 PM | 1 Like Like |Link to Comment
  • MusclePharm: Substantially Undervalued And Strong Acquisition Target [View article]
    Some people simply don't understand this company and the competitive advantage it has. The sad thing is that these same bears will eventually become bulls when the stock gets uplisted and becomes overvalued.
    May 26 10:20 AM | Likes Like |Link to Comment
COMMENTS STATS
636 Comments
519 Likes