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Boris Marjanovic

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  • The Mythology Of Tesla's Valuation [View article]
    A great product does not make a stock a great investment. The valuation is extreme to say the least.
    Oct 16 02:18 PM | 9 Likes Like |Link to Comment
  • Forget Facebook And LinkedIn, Invest In The Company Suing Them Instead [View article]
    This is a volatile stock. However, the potential is enormous and is worth the extra risk we are taking on.
    Oct 11 01:27 AM | Likes Like |Link to Comment
  • My 80 Year Prediction On 3D Printing And Robotics [View article]
    It’s best to invest in companies that change slowly over time. When Buffett was asked why he invested in Wrigley’s (the gum company) instead of all the hot internet stocks (this was the late 90's early 00's), his response was brilliant - "I don't know what the internet will look like 10,15 or 20 years from now, but I know that people will still be chewing gum." Likewise, what will 3D printing look like decades from now is difficult to answer. Something new might come along that completely changes the industry.
    Oct 10 10:39 AM | 1 Like Like |Link to Comment
  • My 80 Year Prediction On 3D Printing And Robotics [View article]
    In 80 years the world will be a whole lot different (at least technologically) than it is today. We might have ways to build products that haven't even been invented yet. 3D Printing has been around for decades and really is nothing special. The media is just over-hyping its potential.
    Oct 10 10:31 AM | 3 Likes Like |Link to Comment
  • Forget Facebook And LinkedIn, Invest In The Company Suing Them Instead [View article]
    I don't see FB buying DSS. Sure, FB could afford it but it wont happen.
    Oct 7 03:39 PM | Likes Like |Link to Comment
  • Short Tesla: Hopelessly Overvalued For A Free Cash Flow Negative Company, Avoid At All Costs [View article]
    This is why we should short Tesla. Watch this video.

    http://bit.ly/1c1yQ3u
    Oct 1 04:19 PM | Likes Like |Link to Comment
  • Short Tesla: Hopelessly Overvalued For A Free Cash Flow Negative Company, Avoid At All Costs [View article]
    Even if the cars are ordered before they are built, the cost to manufacture them is enormous. It is also worth mentioning that these cars are very expensive, so most average people cannot afford them. Tesla's market is smaller than most people think.
    Oct 1 12:47 AM | 1 Like Like |Link to Comment
  • Short Tesla: Hopelessly Overvalued For A Free Cash Flow Negative Company, Avoid At All Costs [View article]
    Comparing PC manufacturing to Car manufacturing is like comparing apples and oranges.......makes no sense. Its kind of like comparing the cost to manufacture a bulldozer to the cost to manufacture a scooter. Ridiculous!
    Oct 1 12:44 AM | 1 Like Like |Link to Comment
  • Short Tesla: Hopelessly Overvalued For A Free Cash Flow Negative Company, Avoid At All Costs [View article]
    Tesla is different, I agree. However, in the end it is still a very capital intensive business.
    Oct 1 12:05 AM | 1 Like Like |Link to Comment
  • Short Tesla: Hopelessly Overvalued For A Free Cash Flow Negative Company, Avoid At All Costs [View article]
    A century ago there were hundreds of car companies, today we only have three major ones (the rest went bankrupt). Of these three major American car companies, two of them have also went bankrupt in the past (but were saved by bailouts). In fact, even if we only had one car company in this country, it would still struggle financially. The reason is because this industry is too capital intensive.

    There is an old saying, "a horse that can count to ten is a remarkable horse, not a remarkable mathematician." Likewise, a car company (like Tesla) is a remarkable car company, not a remarkable business. Over the long run, it will suffer just like those who came before it. People who are willing to pay more than 16x sales for an unprofitable company operating in such a terrible industry deserve to lose money!
    Sep 30 11:14 PM | 2 Likes Like |Link to Comment
  • Herbalife: An Ethical Short [View article]
    You are correct! Sadly most people do not understand this simple fact. The reason we have so many diabetics today is because almost everyone is fat.
    Sep 30 05:05 PM | 1 Like Like |Link to Comment
  • Forget Facebook And LinkedIn, Invest In The Company Suing Them Instead [View article]
    Not a pump article. Also, this company has a market cap of $55M not 22M. People said the same thing about VirnetX (VHC) and missed out on a great opportunity to make 10x their original investment.
    Sep 27 11:50 AM | Likes Like |Link to Comment
  • Forget Facebook And LinkedIn, Invest In The Company Suing Them Instead [View article]
    However, I would like to say that those who think they are not making risky bets (like buying bonds for example or blue chip stocks, etc.) are usually taking the largest risks. They almost always overpay for these investments.
    Sep 26 10:50 PM | 1 Like Like |Link to Comment
  • Forget Facebook And LinkedIn, Invest In The Company Suing Them Instead [View article]
    I'm willing to take risks, but not stupid risks. Like I said, the payoff in this particular situation is asymmetric. If DSS wins the case against Facebook and LinkedIn, this will be a billion dollar company.
    Sep 26 10:48 PM | Likes Like |Link to Comment
  • Forget Facebook And LinkedIn, Invest In The Company Suing Them Instead [View article]
    This stock will more than double if DSS wins. This is an asymmetric payoff situation with a high probability of working out in the investors favor. These are the only type of bets I place. The guy who mentioned this is risky can go invest in bonds (which are considered safe), but will end up losing money with rising interest rates.
    Sep 26 10:35 PM | Likes Like |Link to Comment
COMMENTS STATS
479 Comments
355 Likes