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David at Imperial Beach

 
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  • Why Apple Should Not Buy Tesla Motors [View article]
    Tesla is already able to attract the top automotive and battery production talent just on the strength of its innovation. They don't need Apple's money to hire top talent.
    Nov 17 12:20 PM | 3 Likes Like |Link to Comment
  • Why Apple Should Not Buy Tesla Motors [View article]
    Actually, Tesla owners tend to be older and richer than iPhone users. Many Tesla owners may also own an iPhone, but most iPhone users can only salivate over a Tesla and go back to driving their 10 year old Honda Civic.
    Nov 17 12:17 PM | 3 Likes Like |Link to Comment
  • Why Apple Should Not Buy Tesla Motors [View article]
    "Apple buying Tesla is like Apple buying a rocket company..." yet we never seem to hear of rumors of Apple buying SpaceX.
    Nov 17 12:14 PM | Likes Like |Link to Comment
  • GLD - Why Gold Is So Volatile Lately [View article]
    "The strengthening dollar has weighed on a slew of commodities priced in dollar terms, and especially so on gold due to its increasing importance to global currencies." Actually, gold has held up better than some other key commodities, in particular Brent crude and WTI crude. The reason for this is quite clear. Physical gold remains in short supply and demand in Asia (China and India in particular) is robust. GOFO rates are once again negative and getting more negative by the day. This is indicative of bullion banks unable to cover their shorts without an infusion of gold from other sources.
    Nov 15 12:33 AM | 6 Likes Like |Link to Comment
  • Tesla Motors: Tackling The Manufacturing Issue [View article]
    I don't see anywhere that Tesla has reported spending $9M on advertising and promotion in 2013, and for sure it's not advertising at all this year. Just because it's been reported on the valuewalk website doesn't make it true.
    Nov 15 12:21 AM | 11 Likes Like |Link to Comment
  • Berkshire ups GM stake, exits Deere, buys into Express Scripts [View news story]
    Probably Buffett likes GM better than F because GM's market cap is smaller than F, yet it's selling more cars and is way ahead in China, where F is still playing catch-up. I'm impressed that Mary Barra has set about righting the wrongs at GM and getting all the skeletons out of the closets and into graves where they belong. GM will eventually regain its reputation for excellence if she stays the course.

    I think Buffett's sale of DE is quite short-sighted. DE is an excellently managed company. See http://yhoo.it/1BtoaZ1 It may be true that ag commodities will be under pressure along with all other commodities, but that's only a temporary phenomenon. Buffett should know that better than anybody.
    Nov 14 11:47 PM | 1 Like Like |Link to Comment
  • Berkshire ups GM stake, exits Deere, buys into Express Scripts [View news story]
    Never underestimate psychic purebred Siamese kittens. But I would like to know one thing. How does she communicate her insight? Potty on the symbol of her choice?
    Nov 14 11:26 PM | 1 Like Like |Link to Comment
  • U.S.-China emissions pact has implications for automakers [View news story]
    Our commitment is pretty questionable as well. Our negotiators don't actually take climate change seriously. Instead, we use climate change negotiations to advance our trade advantages and protect our key corporate clients.
    Nov 14 10:10 PM | 2 Likes Like |Link to Comment
  • U.S.-China emissions pact has implications for automakers [View news story]
    Raster, don't be so quick to lampoon. If you had investigated, you would have discovered that Peter Osborne wrote the truth.
    Nov 14 10:06 PM | Likes Like |Link to Comment
  • Elon Musk Appears To Have Misled Investors On Tesla's Most Recent Conference Call [View article]
    Actually, any car (demo or otherwise) that has significant (more than two digit) mileage in it is considered to be used.
    Nov 14 01:15 PM | 3 Likes Like |Link to Comment
  • Elon Musk Appears To Have Misled Investors On Tesla's Most Recent Conference Call [View article]
    Never trust Tesla "research" where the word "dealership" is used. If they can't use appropriate terminology for Tesla showrooms, then they can't be trusted with complex things like numbers. Tesla is well-known for not having dealerships. Their showrooms are either company-owned stores or "galleries" where the vehicles are exhibited but purchases may not be discussed.
    Nov 14 12:59 PM | 13 Likes Like |Link to Comment
  • Wal-Mart tells U.S. stores to match online prices [View news story]
    Price is only half of the equation. Selection is the other half. If I don't buy at Walmart it's usually not because I found a lower price elsewhere (except on food items). Usually it's lack of selection at the local Walmart stores.
    Nov 13 12:11 PM | 2 Likes Like |Link to Comment
  • Banks probed for violating bankruptcy laws [View news story]
    If lawyers went after bankers and other white collar criminals more often, we would think much more highly of lawyers.
    Nov 13 11:57 AM | 1 Like Like |Link to Comment
  • Banks probed for violating bankruptcy laws [View news story]
    They are no longer due if they have been discharged through bankruptcy.
    Nov 13 11:55 AM | 2 Likes Like |Link to Comment
  • Why I Just Sold Berkshire Hathaway [View article]
    I commend the author on rejecting the BRK kool-aid and looking honestly at his objectives and finding that BRK does not fit those objectives.
    Nov 13 11:49 AM | 10 Likes Like |Link to Comment
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