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Daniel Weidelich

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  • Sirius XM In Serious Trouble As Mobile Revolution Gives Rise To Social Radio [View article]
    Thanks for making sure to listen to my replies, so that you could interpret what I meant correctly, before spending the time making a summary David. That kind of diligence should do you well in your FUTURE investing.
    Mar 5 03:47 PM | Likes Like |Link to Comment
  • Sirius XM In Serious Trouble As Mobile Revolution Gives Rise To Social Radio [View article]
    ha, would you listen to a cheerleader give a pregame analysis of a football game? I'm not interested in discoursing with delusional fans. There is a short and long thesis for every stock on the market. Real investors listen to both sides as objectively as possible.
    Mar 5 03:27 PM | 1 Like Like |Link to Comment
  • Sirius XM In Serious Trouble As Mobile Revolution Gives Rise To Social Radio [View article]
    Might want to write an article about this to your legion of followers here Stephen! They might not like you for it though - but it'll be in their best interest.
    Mar 5 12:53 PM | Likes Like |Link to Comment
  • Sirius XM In Serious Trouble As Mobile Revolution Gives Rise To Social Radio [View article]
    You know you can follow whoever you want right? It's harder on FB yes, but simple to do on Twitter.
    Mar 5 12:51 PM | Likes Like |Link to Comment
  • Sirius XM In Serious Trouble As Mobile Revolution Gives Rise To Social Radio [View article]
    How about just the risk of halted growth and then decline of SIRI EPS due to competitive alternatives?
    Mar 5 12:50 PM | Likes Like |Link to Comment
  • Sirius XM In Serious Trouble As Mobile Revolution Gives Rise To Social Radio [View article]
    If your username has 'Sirius XM', 'Sirius' or 'SIRI' in it, your opinion as an objective investor is thrown out.

    If you've never filtered content on a website like Twitter or 8tracks before, your understanding of social radio is incomplete, to say the least, and your opinion is thrown out.

    If you are unable to understand how and why risks are supposed to be priced into a company's stock, your opinion is thrown out.

    If you don't see internet radio as a risk -- no matter how small, your opinion is thrown out.

    If you don't understand that the stock market is forward looking, or you do but refuse to think upon SIRI's valuation with a critical mind, your opinion is thrown out.
    Mar 5 12:44 PM | 1 Like Like |Link to Comment
  • Sirius XM In Serious Trouble As Mobile Revolution Gives Rise To Social Radio [View article]
    Stephen, what's your guess at the present value of future cash flows for SIRI... given there's a major transition to internet/social radio and automakers no longer install Sirius XM receivers in 2 years, 4 years, 6 years?

    This is the risk that is not priced into the stock.
    Mar 5 01:38 AM | Likes Like |Link to Comment
  • Sirius XM In Serious Trouble As Mobile Revolution Gives Rise To Social Radio [View article]
    Fair point, market psychology is important... at least in the short term. In the long-term when SIRI isn't making any money anymore, every car has an internet connection and analysts start downgrading - you'll all sell.
    Mar 4 11:25 PM | Likes Like |Link to Comment
  • Sirius XM In Serious Trouble As Mobile Revolution Gives Rise To Social Radio [View article]
    How about querying the sources you do trust? Doesn't even have to be your friends. Can be what your favourite artist or producer is currently enjoying even. Think about it. And that's just for music.

    For sports, podcasts and special programming... you might be interested in knowing what everyone else - or just certain people - are tuning into.
    Mar 4 11:12 PM | Likes Like |Link to Comment
  • Sirius XM In Serious Trouble As Mobile Revolution Gives Rise To Social Radio [View article]
    2nd article. http://seekingalpha.co...
    Mar 4 10:47 PM | Likes Like |Link to Comment
  • Sirius XM In Serious Trouble As Mobile Revolution Gives Rise To Social Radio [View article]
    My point was - is SIRI's a buy and hold forever type stock?
    Mar 4 10:44 PM | 1 Like Like |Link to Comment
  • Sirius XM In Serious Trouble As Mobile Revolution Gives Rise To Social Radio [View article]
    Haven't pulled any comments. Look at the nonsense this thread is full of... Hard to believe you're all encouraged by one another. It's as if you guys are cheering on a sports team. Good luck.
    Mar 4 10:42 PM | 3 Likes Like |Link to Comment
  • Sirius XM In Serious Trouble As Mobile Revolution Gives Rise To Social Radio [View article]
    How much content does Sirius have exclusive rights to...and for how long?
    Mar 4 10:32 PM | 1 Like Like |Link to Comment
  • Sirius XM In Serious Trouble As Mobile Revolution Gives Rise To Social Radio [View article]
    The point of the article was to outline the inevitability of a service that provides all types of content - filtered through your friends and trusted sources. Look up what '8tracks' is and give twitter a try to see what I mean.
    Mar 4 10:27 PM | Likes Like |Link to Comment
  • Sirius XM In Serious Trouble As Mobile Revolution Gives Rise To Social Radio [View article]
    Please read the article. In summation SIRI is priced for safe and sustainable growth... all of you passionate SIRI fans cannot see the value and inevitability of social radio and clearly have never used a social network to filter any type of content before. The article does not advocate for Pandora. It advocates against SIRI because competitive risk is not properly priced in. Again good luck.
    Mar 4 10:12 PM | Likes Like |Link to Comment
COMMENTS STATS
30 Comments
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