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Deja Vu  

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  • Pioneer Natural sinks 2.5% as Einhorn slams PXD, other frackers [View news story]
    Isn't this one of Cramer's all time thump the table - back up the truck favorite longs?
    May 4, 2015. 01:28 PM | Likes Like |Link to Comment
  • Why Cognizant Stock Is Heading To $70 After First Quarter Earnings Beat [View article]
    No doubt CTSH has posted impressive results for the last few years. Indeed as someone who was trading in and out of the stock in 2005 when it was in split adjusted pennies, I often kick myself.

    But these key questions prevented me from ever becoming a long term investor

    1. What is CTSH's business model that makes it different from al the other Indian IT outsourcers?

    2. Is their business horizon any longer than the current batch of contracts they hold?

    3. More recently, do they have any answer to cloud and automation?

    Recent results have been greatly impacted by a single (eventually possible multi billion) contract from Kaiser Permanante in CA. This is a rather high risk contract needing to integrate many systems and has a lot of moving parts.

    For example CSC took a beating from its failed NHS contract in UK...
    May 4, 2015. 11:06 AM | 1 Like Like |Link to Comment
  • Notes from 2015's "Capitalist Woodstock" [View news story]
    Authors have no ability to delete any comment. Just like any other SA member, they can report comments. In general, the deletion guidelines are pretty wide, that its likely a comment objected to by another member will get deleted. From what I understand, a certain number of deletion gets you suspended for a while from commenting and a certain number of suspensions gets you banned.

    When you write or comment about certain companies. there seem to be teams of orgainized trolls who will keep baiting you and then report you if you respond. It's better to stay away from any controversy.
    May 4, 2015. 10:35 AM | Likes Like |Link to Comment
  • SAP not considering Salesforce acquisition [View news story]
    Oracle said no, SAP said no.

    Somewhere a boilershop operation has unloaded shares at 17% premium and cashed out options and is on its way to Vegas...
    May 4, 2015. 07:52 AM | 4 Likes Like |Link to Comment
  • Notes from 2015's "Capitalist Woodstock" [View news story]

    comments critical of Steve Jobs get deleted at the speed of light...
    May 3, 2015. 10:07 PM | Likes Like |Link to Comment
  • Lowe's Laminate Flooring May Have Issues Similar To Lumber Liquidators' [View article]
    Since Lowes & HD were held up as standards to condemn Lumber Liquidators, how does this affect the thesis if it was standard industry practice and not one evil company as has been alleged? Before you say HD is anointed with holy oil, how long before you drop that shoe as well?
    May 1, 2015. 09:38 AM | 7 Likes Like |Link to Comment
  • Tesla Energy launches with a charge [View news story]
    I spent two years with a startup in 2010-2011 trying this exact same idea. We approached manufacturers like (the late) A123 to get the batteries. We configured systems from 10 kwh to 24 kwh primarily for sale in India.

    The costs of the batteries were so high back then, it came to about $15,000 in costs for the 10 KWH systems, doubling the costs to allow for distribution, capital in form of inventory, after sales, sales force, retail markup etc made the 10 KWH unit cost about $30,000 and the 25 KWH about $50-60,000. At these price points there was no market in India.

    If he has really pulled this off at about a tenth of the cost, Elon (whom I think is pretty close to a conman) will sell tens of millions if not hundreds of millions of these in India. Even I would buy Tesla stock then. Every Indian household will have one. Anyone who has sweated through an Indian night without electricity will know this to be true. IF...
    May 1, 2015. 07:54 AM | 10 Likes Like |Link to Comment
  • LinkedIn's Good Lynda Deal Could Get It Found Out [View article]
    prescient article
    Apr 30, 2015. 05:53 PM | Likes Like |Link to Comment
  • LinkedIn beats estimates, but provides soft guidance; shares plunge [View news story]

    I get that March 2000 feeling again...
    Apr 30, 2015. 04:41 PM | 10 Likes Like |Link to Comment
  • Apple: Zenith Behind Us, Nadir On The Horizon [View article]
    Samsung and Apple at first were friends;
    But when a pique began,
    Apple, to gain some private ends,
    Went mad and bit the man.

    Samsung's wound it seemed both sore and sad
    To every fanboi's eye;
    And while they swore Android was mad,
    They swore Samsung would die.

    But soon a wonder came to light
    to show the fanbois they lied
    Samsung recovered of the bite
    Twas the Apple that died
    Apr 30, 2015. 01:06 PM | 6 Likes Like |Link to Comment
  • Lumber Liquidators Has Fallen Off The Cliff [View article]
    To paraphrase Rhett Butler in GWTW "“There’s just as much money to be made in the wreck of a company as in the upbuilding of one. Slow money on the up-building, fast money in the crack-up. "
    Apr 30, 2015. 09:21 AM | 2 Likes Like |Link to Comment
  • Apple roundup: Watch component defect, tax disclosure, smartphone share [View news story]
    Forrest Gump: "Components from China are like boxes of chocolate. You never know what you are gonna get"

    Steve Jobs : "Just don't tap it that way"

    Genius Analysts on Wall Street pointing to long waits "This indicates huge demand for Apple Watch, 50 million shipped this year"

    Genius me, noting wait times stack up in the middle of launch night and buying $500 of weekly calls that expired worthless "There is always a greater fool"
    Apr 29, 2015. 06:43 PM | 3 Likes Like |Link to Comment
  • Yelp posts mixed results, offers soft guidance; shares tumble [View news story]
    I found that when I posted a negative review of a local burrito joint, it was taken down.

    It was done sneakily too. When I was logged in to Yelp, it would show up in my search results. As long as I was logged in, I would never know no one but me saw the review.

    When I visited the site in an incognito browser window, the review was gone, poof.

    I then went back and changed my review to a good one as a experiment. What do you know it then appeared even in an incognito window.

    Investors in Yelp should google "Yelp Extortion of small business" and make up their own mind what business Yelp is actually in.
    Apr 29, 2015. 06:11 PM | 10 Likes Like |Link to Comment
  • Salesforce reportedly approached by potential buyer; shares +15.4% [View news story]
    I don't think you understand....
    Apr 29, 2015. 03:42 PM | 3 Likes Like |Link to Comment
  • Salesforce reportedly approached by potential buyer; shares +15.4% [View news story]

    Apr 29, 2015. 03:09 PM | 5 Likes Like |Link to Comment