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Boris Marjanovic

 
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  • The Internet Monopoly I Want To Own Forever [View article]
    Why buy Netflix when Google owns YouTube? YouTube can do everything Netflix can and has the advantage of having a much larger user base.
    Aug 14, 2014. 10:46 AM | 6 Likes Like |Link to Comment
  • The Internet Monopoly I Want To Own Forever [View article]
    Thank you!
    Aug 14, 2014. 10:40 AM | 2 Likes Like |Link to Comment
  • Microsoft's Bing Is No Longer A Money Pit [View article]
    Vandooman,

    Statcounter is actually a very good source for search market share... someone like comscore (widely used by analysts) uses a much smaller sample size and only focuses on desktop searches.
    Aug 11, 2014. 06:45 PM | 1 Like Like |Link to Comment
  • Google To Expand Market Share In Wearable Technology [View article]
    I don't know how popular Google Glass will be, but I do know that smart-watches have been a huge disappointment so far. A smart-watch is basically a smartphone on your wrist, only with much less functionality. Not many people want to pay several hundred dollars for something like that. I predict Apple's new iWatch will probably be a massive disappointment.
    Aug 6, 2014. 10:38 PM | Likes Like |Link to Comment
  • SunGame: A Penny Stock Trading For $2.1 Billion [View article]
    The company's CEO is now being investigated by the Canadian version of the SEC. The fraud he committed is in excess of $50M. I strongly urge SGMZ shareholders to sell this house of cards and move on before the collapse happens.
    Aug 5, 2014. 08:08 PM | Likes Like |Link to Comment
  • Ignore The Bears And Buy Amazon [View article]
    Amazon should focus on continuing to gain market share. You have to understand that retail is not a high margin business. This is why the only way Amazon can create shareholder value over the long-term is to gain additional market share. It's the dollar amount of profits that matters in this case, not high margins.
    Jul 22, 2014. 10:42 PM | 1 Like Like |Link to Comment
  • Ignore The Bears And Buy Amazon [View article]
    I said Amazon is investing aggressively, which means capex is going up. Higher capex causes D&A to go up over time, which hurts margins. Common sense!
    Jul 22, 2014. 09:04 PM | Likes Like |Link to Comment
  • Baidu: A Wide-Moat Business With 40% Upside Potential [View article]
    All successful businesses benefited from a lot of luck, it doesn't make them bad investments.
    Jul 21, 2014. 02:46 PM | Likes Like |Link to Comment
  • Update: Amazon Enters Another Low Margin Business [View article]
    wdchil,

    Wal-Mart and Costco have thin margins... does this mean they have no competitive advantages? Margins depend on the industry the company operates in. Retail is a low margin industry, which is why Amazon (a company with a huge competitive advantage) has low margins.
    Jul 18, 2014. 04:03 PM | Likes Like |Link to Comment
  • Update: Amazon Enters Another Low Margin Business [View article]
    " I am skeptical as Amazon has yet to establish a competitive advantage in any specific industry."

    Amazon has a competitive advantage in almost every industry it has entered. Take AWS (Amazon Web Services) for example. AWS gives Amazon a huge advantage in the cloud computing space because AWS possess more than five times the computing capacity in use than the next 14 largest providers combined. In fact, AWS is the preferred name for hundreds of thousands of businesses around the world looking to reduce information technology expenditures.

    Saying that Amazon "has no competitive advantage in any industry it has entered" just shows that you know very little about this company.
    Jul 18, 2014. 10:32 AM | 7 Likes Like |Link to Comment
  • Ignore The Bears And Buy Amazon [View article]
    "What is AMZN's advantage?"

    Over 244 million customers buy things through its website, that's Amazon's advantage. Since all the customers are there, the sellers are there too (nearly 3 million of them). The larger Amazon becomes the stronger its network effect becomes. This is the same advantage Google has. It's extremely difficult to compete against companies like this.
    Jul 17, 2014. 05:18 PM | Likes Like |Link to Comment
  • Ignore The Bears And Buy Amazon [View article]
    thotdoc,

    It is for a company like Amazon, which will continue growing 20%+ for at least another five years.
    Jul 17, 2014. 10:39 AM | 1 Like Like |Link to Comment
  • Google Vs. Baidu: The Search For The Best Investment [View article]
    Excellent article!
    Jul 11, 2014. 09:36 PM | 1 Like Like |Link to Comment
  • The High Price Of Owning Tesla [View article]
    Buy, buy, buy... that is until the company goes bankrupt and you lose everything.
    Jul 11, 2014. 12:20 AM | 1 Like Like |Link to Comment
  • The High Price Of Owning Tesla [View article]
    "Best way to describe them is like fireworks."

    That was hilarious!
    Jul 11, 2014. 12:17 AM | 1 Like Like |Link to Comment
COMMENTS STATS
704 Comments
625 Likes