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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
  • There Will Be No Oil Storage Crisis In 2015 [View article]
    Nobody has any idea where oil is going, everyone (even the experts) is just guessing. Of course, some guesses will turn out to be correct, but it doesn't mean that the person who ended up guessing correctly is a "skilled" oil price forecaster. If you had thousands of monkeys forecasting the price of oil, I can guarantee that some of them would end up being correct!

    Here is an article in which I show the so-called "expert predictions" and how hillariously wrong they were:
    Mar 26, 2015. 10:27 AM | 14 Likes Like |Link to Comment
  • Facebook Is An Economic Castle Protected By An Unbreachable Moat [View article]
    "Facebook is like a drug to people."

    And how is that a bad thing in Facebook's case? Drugs usually = big profits!
    Dec 23, 2014. 07:43 PM | 12 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
  • This Chart Is Worth 1,000 Words [View article]
    "Absolutely. Swiss banks are already charging negative interest."

    Never understood why people would "pay" someone to hold their money. If anyone want's to pay me to hold their money in a safe place for them I would be happy to. Just send me a private message to reach me!
    Feb 27, 2015. 08:09 PM | 9 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
  • Profiting From Market Randomness [View article]
    Buyandhold 2012,

    "We make our own luck by making the correct decisions."

    We make our own luck, you say? Well, what about the 150k Syrian's who were brutally murdered over the past several years? Did they "make their own luck" by choosing to be born in Syria? What if you were an African American, or a woman for that matter, born in the U.S. 100 years ago? Would you have the rights that you have now? Would you even be investing? I can go on and on...

    The truth of the matter is that luck plays an enormous role in our lives. Nobody can chose where they are born, who their parents are, or many of the other countless things that contribute to success - it's all out of our control - it's all luck.
    Jan 23, 2015. 10:27 AM | 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 | 7 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