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Deja Vu

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  • Futures slip just a hair [View news story]
    Wall Street junior bank employees arms must be aching from lifting all that bundles of currency from the Fed, from the bed of the pickup trucks to the floor of the New York Stock Exchange.
    Feb 28 07:39 AM | Likes Like |Link to Comment
  • Yellen perplexed by weather's effect on economy [View news story]
    Educated fools addicted to publicity, puffed up with self importance talking about issues that are obvious to everyone except the fools themselves, eyeing their future rewards from Wall Street.
    Feb 27 06:33 PM | 1 Like Like |Link to Comment
  • WhatsApp Acquisition Is A Great Deal For Facebook [View article]
    Author starts off with a assumption that there is zero overlap between FB and Whatsapp users and then proceeds to build a model based on FB users also using Whatsapp.

    Author does not address the case where there is already a significant overlap between FB and Whatsapp users.

    Can the author address why he considers that there is zero overlap between FB and Whatsapp users?
    Feb 27 12:02 PM | 1 Like Like |Link to Comment
  • What To Expect From Facebook [View article]
    I have bigger worries about 2032...I wonder where they will park all their Tesla Model S cars...also I must hurry and buy NFLX...that's a whole lot of streaming subscribers...not to mention all those AMZN drones that will be circling over the packed 683 trillion mass's heads like a cloud of musquitoes....will we even be able to see them since SCTY will be busy mounting solar panels on thier heads...
    Feb 26 10:26 PM | 4 Likes Like |Link to Comment
  • What To Expect From Facebook [View article]
    The author's 18 billion users in 2018 number reminds me of how the US killed many times the population of Vietnam according to the official body counts released by the LBJ & Nixon administration.
    Feb 26 10:13 PM | 1 Like Like |Link to Comment
  • Annaly Has Bottomed: Multiple Reasons To BUY (Not 'Run For The Hills') [View article]
    So what you are saying is that Fed is lending money to third parties to buy treasuries to bring the yield down...without said intervention, the yields might rise like greek sovereign bonds...scary, very scary....
    Feb 26 08:49 AM | 3 Likes Like |Link to Comment
  • Morgan Stanley: Tesla's business model is bigger than you think [View news story]
    let me guess TSLA buys bankrupt AONE's shuttered Li battery factory in Livonia Mich.
    Feb 25 03:25 PM | Likes Like |Link to Comment
  • It's Time For Bill Gross To Retire [View article]
    There are some people at the top who follow the "Stalin" school of management. Promote underlings almost to the top and then purge them when they get too comfortable and replace them with a new set of anxious underlings, thus making sure that the tinpot "Stalin" of the organization always remains unchallenged.

    The about to be purged underlings always struggle to understand how the "benevolent" father figure that protected them and promoted them beyond their wildest dreams, has suddenly, for no apparent reason, turned on them.

    Bill Gross is now a negative asset for Pimco.
    Feb 25 02:17 PM | 1 Like Like |Link to Comment
  • Can Gross survive inside baseball account of events at Pimco? [View news story]
    If you can't attack the record, attack the person...investors choose Bill Gross because of investing prowess, not because he is Miss Congeniality.
    Feb 25 12:10 PM | 4 Likes Like |Link to Comment
  • Zuckerberg Keeps Swinging [View article]
    @justthinkin01

    if you take 19,000,000,000 (price paid for whatspp) and divide by 450,000,000 (number of whatsapp users) you will get 42.22.

    If you assume 10% of the 450,000,000 are already Facebook users then the number of new users that Facebook got from this acquisition is the other 90% of the 450,000,000 who are not Facebook users. Then the total number of new users is 90% of 450,000,000 which is 405,000,000. Dividing 19,000,000,000 by 405,000,000 yields a price per new user of $46.91.

    repeating the above exercise at 10% intervals yields the data points on the curve.

    For instance if you assume 70% of whatsapp users are already facebook users then the number of new users obtained by the acquisition is 30% of 450,000,000 or 135,000,000. The price per new user is then 19,000,000,000 divided by 135,000,000 which yields a price of $140.74 per new user.

    the chart is from a re tweet by Ray Tiernan whose twitter handle is @barronstechblog who writes the tech blog for Barrons magazine.

    its clear that the media and 99% of investors cannot do the most elementary math and are investing based on thier emotions. Unless you assume that no whatsapp user is a current facebook user , the $42 per user number is wrong. Facebook cant say its is acquiring 450,000,000 users by simply double counting
    Existing users.
    Feb 24 10:09 PM | 3 Likes Like |Link to Comment
  • Zuckerberg Keeps Swinging [View article]
    QTR...before you repeat the $42/user joke...

    check out this chart...

    http://bit.ly/1c1XrXy
    Feb 24 03:09 PM | Likes Like |Link to Comment
  • Netflix Is A House Of Cards On The Verge Of Collapse [View article]
    I have tried shorting NFLX, AMZN and CRM. It was not a pleasant experience. I very fortunately covered my TSLA short before the big rise.
    Feb 24 09:59 AM | Likes Like |Link to Comment
  • Netflix Is A House Of Cards On The Verge Of Collapse [View article]
    Many an investor has gone to the poor house shorting Netflix...shorting Netflix, Amazon, Salesforce.com, Tesla etc is a surefire path to financial suicide. Sure one day reality will catch up. By that day the short will be pushing up dollar bill lilies from his investing grave.
    Feb 24 08:07 AM | Likes Like |Link to Comment
  • Facebook Buyout Of WhatsApp Offers Asymmetrical Risk To Reward [View article]
    Alex...please change your profile picture to that of Buzz Lightyear...
    Feb 23 10:33 PM | 4 Likes Like |Link to Comment
  • Facebook Buyout Of WhatsApp Offers Asymmetrical Risk To Reward [View article]
    Rookie MBA mistake of extrapolating along lines and curves. But if you read it as satire...
    Feb 23 08:10 PM | 6 Likes Like |Link to Comment
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