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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, 2013. 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, 2014. 09:24 PM | 15 Likes Like |Link to Comment
  • Netflix Is A Ticking Time Bomb Ready To Explode [View article]

    You completely missed the point of this article. Suckers try to make precise predictions, non-suckers make bets against the predictors/fortunetellers because they are wrong 99% of the time. Never once did I mention that I was good at making predictions. All I said is that what is fragile will eventually break, and since NFLX is very fragile, it makes sense to bet against it.
    Oct 31, 2014. 03:40 PM | 12 Likes Like |Link to Comment
  • The High Price Of Owning Tesla [View article]
    Musk should be #1 on any list. This man has started many successful businesses. Zuckerberg was just extremely lucky. When he started "The Facebook" he never expected it to get as big as it did. He was honest enough to admit this on several occasions. Musk, on the other hand, started his businesses with the intention to change the world.
    Jun 29, 2014. 12:38 PM | 12 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, 2013. 02:18 PM | 9 Likes Like |Link to Comment
  • Is Apple The Most Important Stock On Earth? [View article]

    It's always funny to see these so called "analysts" raising their price targets when a stock is going up, or lowering them when a stock is going down. Anybody who listens to these charlatans deserves to lose money.
    Dec 3, 2014. 09:28 PM | 8 Likes Like |Link to Comment
  • Netflix Is A Ticking Time Bomb Ready To Explode [View article]

    "May just get acquired by someone like Google..."

    Google, Apple, Microsoft, and others had the chance to buy Netflix at ~$4 billion a few years ago, why would they pay nearly $30 billion for it today? If you have the content and offer it at a reasonable price the customers will come, no reason to overpay for Netflix.
    Oct 31, 2014. 03:54 PM | 7 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
  • 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, 2013. 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, 2012. 07:25 PM | 7 Likes Like |Link to Comment
  • Alibaba: Where Things Stand Now [View article]
    "With shares trading for more than 50 days, we now have a 50-day moving average line that we can show in a stock chart."

    "The 50-day moving average has crossed above $100 a share, and that line could provide support if shares were to trade down to that level."

    It's truly amazing what kind of nonsense some people believe, and then, sadly, write about for others to see. A "moving average" is just a simple mathematical equation, it won't provide support for anything. When a stock trades below its 50 day MA, people like you then look at the 100 day MA, 200, day MA, etc... basically you keep using a longer and longer MA (in other words, a lower support level) until you're proven right. This is simply the ultimate form of financial charlatanism. My problem is not that you're deluding yourself with your pseudo-mathematics, but it will make less experienced investors think that this stuff actually works, and they will end up losing money following your bad advice.
    Dec 8, 2014. 11:35 AM | 6 Likes Like |Link to Comment
  • Netflix Is A Ticking Time Bomb Ready To Explode [View article]

    "Netflix has complete control of FCF"

    No they don't... the cost of content (the main drag on cash flow) is not something they have control over. Sure, they could reduce the amount of content they buy, but it would also "reduce" their subscriber base.
    Oct 31, 2014. 04:35 PM | 6 Likes Like |Link to Comment
  • 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 High Price Of Owning Tesla [View article]

    I agree, the endowment effect can and does happen to anything we own. Also, you mention that TSLA is 2% of your portfolio... this is a very small position for you so no matter what happens you will be ok. The problem is that I know some investors where TSLA makes up over 50% of their portfolio, which is very dangerous.
    Jun 29, 2014. 11:04 AM | 6 Likes Like |Link to Comment
  • Baidu: A Wide-Moat Business With 40% Upside Potential [View article]
    I focus on the business itself. If the business grows, so will its stock price over the long-term. Be patient!
    May 2, 2014. 06:22 PM | 6 Likes Like |Link to Comment