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Boris Marjanovic

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  • Apple Does Not Have $137 Billion In Cash [View article]
    This is one of the most ridiculous articles I have read in a long time. Please take a look at the 10k and see what "long-term investments" are composed of. Reply here when you get the answer. Apple could easily liquidate its long-term investments and turn them into cash.
    Mar 4 10:33 PM | 23 Likes Like |Link to Comment
  • How To Deal With The Scary 1929 Parallel Chart [View article]
    Finding patterns is easy in any data rich environment; it's what mediocre investors do. While I agree with you that the market is overvalued, I don't agree with the method you used to reach that conclusion. The 1929/2014 charts look similar due to pure chance/randomness; anybody who think differently is a charlatan and a fool.
    Feb 11 09:24 PM | 15 Likes Like |Link to Comment
  • 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
  • 5 Reasons Why I'm Short Tesla [View article]
    I like Tesla, I like the idea of building electric cars (helping save our environment), and I even like the CEO. However, 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. This is because no matter what Tesla does, it will always be a very capital intensive business (in other words, will never be very profitable). The current valuation is simply ridiculous and will make the stock a poor long-term investment.
    Aug 21 01:42 PM | 7 Likes Like |Link to Comment
  • 3D Systems: Pardon Me, Sir - Could You Spare An Explanation? [View article]
    I don't understand why all of are bashing this guy. (DDD) actually is using questionable accounting practices. I'm not saying the company is a fraud, but something just doesn't seem right.
    Nov 26 07:25 PM | 7 Likes Like |Link to Comment
  • Netflix's Profitability Is An Illusion [View article]
    I only bet against companies using puts, since the risk is limited to the premium you pay for the option. With that said, I have placed bets against NFLX in the past, but they have not worked out in my favor yet.

    Sometimes it takes a very long time for a bet to pay off. For example, those who bet against subprime mortgages were called fools by all the top Wall Street people; however, they ended up being proven right. I will also be proven right with my bets against NFLX. Might not happen this year, or even next year, but eventually it will happen.
    Nov 3 01:06 PM | 6 Likes Like |Link to Comment
  • Bull Of The Day: Netflix [View article]
    Zacks Investment Research should be called "Stock Pump-and-Dump Research." The company's analysts are no better than Jim Cramer, and their research is useless. Yea, Netflix beat earnings estimates... but if these analysts knew anything about accounting they would be ashamed to call Netflix profitable. Accounting profitability is different from true profitability. It's time that people learned that.
    Oct 25 09:05 PM | 6 Likes Like |Link to Comment
  • Muscle Pharm Will 'Bulk Up' Your Returns [View article]
    FitMiss is a new line of products so we cannot know how it is selling until the company reports first quarter earnings.

    I must disagree with you, I think it was actually smart to launch a new brand that only targets women (since they are 50% of the population). It will allow them to capture more market-share, which is never a bad thing! Profitability will come just be patient.
    Apr 25 08:19 PM | 6 Likes Like |Link to Comment
  • Forget Facebook And LinkedIn, Invest In The Company Suing Them Instead [View article]
    It is NOT and NPE. The company specializes in fraud and counterfeit protection for all forms of printed documents and digital information. Over the last 12 months, this core business accounted for 100 percent of the company's $18 million in revenues. This keeps it from being labeled an NPE or patent troll. The IP business is just a small subsidiary.
    Sep 26 01:32 PM | 5 Likes Like |Link to Comment
  • Netflix's Profitability Is An Illusion [View article]
    Pricing power? Like it had back in 2011 when the company raised subscription prices and lost nearly one million subscribers? NFLX has "zero" pricing power!
    Nov 4 10:27 AM | 4 Likes Like |Link to Comment
  • Bull Of The Day: Netflix [View article]
    People are ignoring Netflix's accounting issues. The company is not a fraud, but the way amortization works makes it seem profitable even though the company is losing money. Even free cash flow should not be trusted since the company is simply increasing its streaming content liabilities, which has a positive effect on cash flow (since cash is not being spent right now, but in the future). These things can't go on forever, eventually it will all come down crashing like a "House of Cards."
    Oct 25 08:59 PM | 4 Likes Like |Link to Comment
  • 3D Systems: Pardon Me, Sir - Could You Spare An Explanation? [View article]

    I think the reason you're responding to the author is such a harsh way is because you own shares in this company. Just because you own shares doesn't mean that you are right and the author is wrong. What if the SEC does discover something fraudulent about this company, what will your response be then? Hopefully you're well insured once this house of cards begins to crash.
    Nov 26 09:26 PM | 4 Likes Like |Link to Comment
  • 3D Systems: Pardon Me, Sir - Could You Spare An Explanation? [View article]
    There is no questions about it this stock is extremely overvalued! Its obvious that the company is growing through acquisitions, which historically has always been the worst kind of growth. Even if the company is not a fraud, this stock is still a good shorting candidate, in my opinion.
    Nov 26 07:52 PM | 4 Likes Like |Link to Comment
  • Trading in pot equipment firm suspended [View news story]
    You can expect a massive plunge in PHOT shares once trading resumes. Personally, I will buy 50K shares if the price gets low enough (< 0.25 per share). This is a great speculative bet if you can be patient for it to pay off.
    Apr 10 02:00 PM | 3 Likes Like |Link to Comment
  • Tesla must stop selling cars without a dealer, New Jersey agency rules [View news story]
    Couldn't agree more!
    Mar 11 11:49 PM | 3 Likes Like |Link to Comment