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Deja Vu  

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  • Why Lumber Liquidators' Wood Testing Doesn't Comply With CARB [View article]
    The article doesn't state which of the two tests was applied by Mr. Tilson. Was it the scratch test, or the non scratch finished surface test?

    Did it pass the latter? Did it only fail the former?

    California is notoriously strict in its environmental standards. Does the flooring pass tests in other states? Is the liability limited to California only?

    If the finished non scratched product is acceptable and passes muster, how much could have leaked out and what levels of exposure are we talking about?
    Mar 4, 2015. 01:27 PM | 1 Like Like |Link to Comment
  • Facebook reportedly working on new mobile ad platform; Twitter falls [View news story]
    To paraphrase Abe Lincoln "There be too many piglets for the advertising sow's teats"
    Mar 4, 2015. 01:18 PM | 5 Likes Like |Link to Comment
  • Notes On Cars (And Apple) [View article]
    I believe the true niche for a self drive car will be in large retirement communities that are the size of small towns and large enough to support all the usual amenities of life (restaurant chains, walmarts, movie theaters etc).

    Such a community would embed sensors in the roads (or whatever else) to aid self driven cars which would be possible on a town level scale.

    Currently when older folks lose their drivers license its a sentence of life imprisonment. Older folks would move to such towns and still be able to lead a fairly normal life (go the library, golf, starbucks, grocery store, doctor) without being able to drive a car and without the costs, dangers and inconveniences of living in a large city.
    Mar 3, 2015. 01:56 PM | 1 Like Like |Link to Comment
  • Ways To Think About Market Size [View article]
    What the author doesn't mention in this article is how many ambitious projects were launched to 'disrupt" this or that industry or create an entirely new category and how many of them failed.

    If the hard truth is looked at, 99.9% of efforts to upend any category fail. In this, the legions of dewy eyed startups with proforma financials and established incumbents buying themselves splashy, favorable press coverage (Google Glass, Segway), both fail at an equal rate.
    Mar 3, 2015. 09:35 AM | Likes Like |Link to Comment
  • Netflix vs. the pirates [View news story]
    Which is better, now, Popcorn Time and Vuze?
    Mar 1, 2015. 06:44 PM | Likes Like |Link to Comment
  • Keurig Unveils Details Of Keurig Kold [View article]
    good one. except I've heard of people going to coffee houses from time immemoriam, I've yet to hear of 2 people meeting somewhere to to talk over a fountain soda....
    Mar 1, 2015. 01:40 PM | 2 Likes Like |Link to Comment
  • Keurig Unveils Details Of Keurig Kold [View article]
    I think your own article was the best argument that Kold is likely to leave consumers cold.

    The Goldman analyst assumption of 50-55% of hot installed base for cold, is basically Goldman being Goldman Sachs (I can't think of a worse adjective than Goldman Sachs).

    No one is going to pay 50 cents or 64 cents or a buck for a glass of soda when a 2 liter costs 0.99 cents at the store
    Mar 1, 2015. 10:00 AM | 4 Likes Like |Link to Comment
  • App Store Revenue, And Selling To The World [View article]
    Apple's platform success is closely tied to its hardware success. Historically software platforms have survived longer than hardware companies.

    If Apple's hardware loses its cachet, at some point, a possible event for a company that releases a phone each year, then inevitably its software platform market share must follow the decline.

    I would suggest that Apple is, in actuality, in a more vulnerable position than Google, which is not exposed to hardware risks.
    Feb 27, 2015. 03:06 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Net Neutrality To Sweep The Nation? [View article]
    Net "Neutrality" = "Free" broadband for the 47%, 16.1% taxes on the rest of us to pay for the "free" broadband.

    Move over Obamaphone, here comes the Obamanet.

    Plus the FCC mysteriously investigating every conservative website before elections (it will make the IRS look like a choir boy)
    Feb 26, 2015. 08:17 AM | 14 Likes Like |Link to Comment
  • Greece sends reforms before deadline [View news story]
    Timeo Danaos et dona ferentes
    Feb 24, 2015. 09:51 AM | Likes Like |Link to Comment
  • Greek Non-Drama - Has Syriza Really Given Up? [View article]
    The actual truth is that its the EU/Germany that has caved. Tsipras will present a back end loaded program of "reform" and get the money and the can will be kicked two more years down the road. I expect to see a program that promises deep cuts in 2018 or 2019.

    As for Schauble's threat of no more aid money, it has been made so many times and proven to be false so many times, it has zero crediblity.

    Anyway the Greeks carried out zero austerity to date. So the argument is about which stated reforms they greeks won't carry out anyway. Pointless and futile. All of this is drama designed to mask transfer of German money to Greeks.
    Feb 23, 2015. 10:55 AM | 2 Likes Like |Link to Comment
  • Ripping The Shorts' Faces Off! [View article]
    The recent twitter earnings was another example of this exact same pattern...

    I wonder how much billions of money the bigger banks get from the Fed's now eternally open overnight discount window and use that to pump up the stocks
    Feb 21, 2015. 05:00 PM | 4 Likes Like |Link to Comment
  • Sources: Labor deal reached to normalize West Coast ports [View news story]
    The ILWU union just scored first class berths on the sinking SS California...
    Feb 21, 2015. 10:03 AM | 4 Likes Like |Link to Comment
  • Eurogroup heard from, Greeks awaited [View news story]
    Greek motto "Promise Everything. Do Nothing"

    German Motto "Ask Everything. Insist on Nothing"

    Media motto "See Same Thing. Pretend its New"
    Feb 20, 2015. 04:49 PM | 16 Likes Like |Link to Comment
  • Eurogroup heard from, Greeks awaited [View news story]
    I'm stunned.

    Who could have seen this coming?
    Feb 20, 2015. 04:47 PM | 1 Like Like |Link to Comment