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Boris Marjanovic

 
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  • 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
  • An Undiscovered Brand With Improving Margins And Strong Growth [View article]
    MusclePharm is an outstanding business. It might be undiscovered by most investors, but I can assure you this company is definitely not undiscovered by those, like myself, who are involved in fitness/sports. Once the stock gets uplisted it could easily double from today's price of only $12/sh.
    Jul 9, 2014. 07:56 PM | Likes Like |Link to Comment
  • The High Price Of Owning Tesla [View article]
    I bet against stocks using options (risk is limited, payoff is higher). I have enough money and patience to wait a decade for a bet to pay off. I never try to predict when a fragile bridge (stock price) will collapse, but I know that it will eventually. I place small, continuous bets for a very long time. When the payoff does occur, it is enormous and more than covers my small losses.
    Jul 1, 2014. 01:10 PM | 1 Like Like |Link to Comment
  • The High Price Of Owning Tesla [View article]
    You can add Microsoft to that group as well. The stock is still below its all time from the late 90's tech bubble.

    To be clear, I understand what Tesla investors are saying. Tesla has enormous growth potential and is run by a very talented CEO. I other words, a company like this deserves higher valuation multiples. However, there is still a limit to everything, and paying $30 billion (current market value) for Tesla is way too much, in my opinion.
    Jul 1, 2014. 01:03 PM | Likes Like |Link to Comment
COMMENTS STATS
701 Comments
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