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Deja Vu  

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  • Gilead counterpunches AbbVie with CVS deal [View news story]
    So many comments, but not one on how much of a discount Gilead had to give to CVS to get an exclusive deal...
    Jan 6, 2015. 09:49 AM | Likes Like |Link to Comment
  • SandRidge: Playing The Endgame With A Hedged Position [View article]
    What price do you see the shares priced in a buyout?

    Jan 6, 2015. 08:20 AM | Likes Like |Link to Comment
  • Germany prepared to let Greece leave euro zone [View news story]
    Is this a plot by Germany to make Greeks die of laughter? Everyone knows after the threats, Germany will send a "troika" which will praise the progress of the fake Greek "austerity" and Germany will send the trucks with the money.
    Jan 4, 2015. 01:47 PM | 5 Likes Like |Link to Comment
  • Poll: Only 5.4% of U.S. iPhone owners "very likely" to buy Apple Watch [View news story]
    Timmy is nothing but a supply chain guy...he has exactly zero innovative ideas in him. To expect a pack mule like Timmy to replace a Derby winner like Jobs is ridiculous. No matter how large a crowd of Apple punters are cheering in the stands, the pack mule isn't going to lead or win the Derby.
    Jan 3, 2015. 02:47 PM | 2 Likes Like |Link to Comment
  • Analysis: Apple Christmas Sales [View article]
    Actually, the market share of Apple in US/Europe is much higher than the rest of the world barring Japan.

    So one may say to stretch a metaphor, iPhone = turkey, android = chicken, week of Christmas = thanksgiving. Yes in our metaphorical world, Christians do prefer turkeys around thanksgiving.
    Dec 31, 2014. 04:41 AM | Likes Like |Link to Comment
  • Analysis: Apple Christmas Sales [View article]
    does the author realize that most of the world is NOT christian and doesn't celebrate christmas? Christmas tends to be celebrated more in US and Europe than in India and China...iPhone activations from iPhone given as Christmas presents therefore would be closer to iPhone market share in US/Europe (and probably briefly exceed as all the phones purchased in the thanksgiving-christmas period get activated in the week right after christmas).

    It's sort of like comparing turkey eating stats for the week of thanksgiving and proclaiming that turkey had overtaken chicken as the no 1 poultry dish in the US.
    Dec 30, 2014. 08:47 AM | 1 Like Like |Link to Comment
  • Goldman in fight over $835M loan to failed Portuguese bank [View news story]
    Goldman banker to Portugese banker "What do you mean that there was a risk, for which there was the return we anticipated, when we lent the money? That's not the way it works here in the US...You mean to say there aren't taxpayers in Portugal to take on this risk you keep talking about?"
    Dec 30, 2014. 08:35 AM | 29 Likes Like |Link to Comment
  • Wall Street Breakfast: Greek Stocks Plunge Following Presidential Vote [View article]
    Greeks have figured out that Germany will never cut them off, so they don't even have to do the fake "austerity". So it's back to giving all women their parents pensions till age 44, extra month's salary for everyone, the whole enchilada. So whole of Greece is going to sit around drinking coffee, receive German money via the ECB and watch as hordes of North African immigrants are allowed in, told "You are illegal, so work hard and don't ask for anything" and make the new age slaves work to keep the country running.

    And if you watch CNBC all the underperforming hedge fund manager all moaned about how Europe was the best investment right now....
    Dec 29, 2014. 08:03 AM | 9 Likes Like |Link to Comment
  • Facebook Is An Economic Castle Protected By An Unbreachable Moat [View article]
    Given your stated 12-18 month timeline for your thesis, given the approximately zero sentences devoted to exploring any downside risks (stock dilution, more expensive acquisitions, rate of growth of digital advertising, emergence of competitors, flight of younger users - a lot to Instagram, I agree - , ad pricing risks), given your absolutely certain headline, then if you believe your own story, January 2017 calls are available I believe...why talk about diversification when that is trumped by certainity...why worry about time frames when you are certain about the next 12-18 months...

    you have sprinkled in a couple of likely-ies here and there...overall its a uber bullish piece with an title carved from absolute certainty. Network effects are among the first things taught to fresh MBA students and they then get all excited and see them all the case presentations they always try to rope in the "Network Effect" (to the accompaniment of rolling eyes from the faculty) because that stifles so many inconvenient questions like -

    Q. How much market share will you get? A. All due to network effects.
    Q. What will be your pricing power A. Monopoly pricing, because of network effects
    Q. How will you manage the existing deep pocketed incumbents A. They will all go bankrupt due to network effects as we will have all the customers.
    Q. How will you deal with new entrants A. Because of network effects we will be so rich, we will buy them out
    Q. What if people use substitute products A. They won't because of network effects and stickyness

    It's been few years since I was in biz school, but I imagine some version of your article is being presented in a thousand classrooms by a thousand dewy eyed fresh MBA students who have discovered "network effects".
    Dec 23, 2014. 10:27 PM | 5 Likes Like |Link to Comment
  • Apple reportedly working on new 4" iPhone [View news story]
    Gasp! what innovation! As I marvel at the innovative genius of Tim Cook I'm reminded of the these lines from Goldsmith...

    While words like Apple Pay made thundering sound
    Selling 3 year old phones to rustics ranged around,
    And still they bought, and still the wonder grew
    That Timmy's small head could carry all he knew.
    Dec 23, 2014. 09:50 PM | 2 Likes Like |Link to Comment
  • Facebook Is An Economic Castle Protected By An Unbreachable Moat [View article]
    I have the same question when I see an article with a headline like this on SA that I have when I see those late night "Make millions from your home" infomercials. I wondered why they are paying for late night TV time, when *they* could be making millions instead.

    If Facebook Is An Economic Castle Protected By An Unbreachable Moat, then sir, why bother to write articles here, why not liquidate your entire net worth and place it into long call options?
    Dec 23, 2014. 08:38 PM | 1 Like Like |Link to Comment
  • Russia orders next steps to stabilize ruble [View news story]
    The $24 billion Chinese Russian ruble swap agreement shows everyone who the real boss in town is. Not the trigger happy cowboy sheriff with a tin star...but the guy with the money owning the town store, mill, blacksmith, railroad etc
    Dec 23, 2014. 08:58 AM | Likes Like |Link to Comment
  • Report: Sony Pictures suspends film shoots [View news story]
    All izz well @Sony....they STILL have Amy Pascal...what more could a company ask for...what more do long investors need to sleep in peace...
    Dec 14, 2014. 10:03 PM | 1 Like Like |Link to Comment
  • Boeing Looking Ready For Takeoff [View article]
    prescient comment. 120 handle today 12/12 at 12:12 PM
    Dec 12, 2014. 12:12 PM | Likes Like |Link to Comment
  • Should Investors Worry About Boeing's Plan For A New Aircraft? [View article]
    The C-suite's pay id decided by a few quarters results in the present. Quickest way to goose it is to cut R&D.By 2030 the present management would have departed with its bag of shekels. As Werner Von Braun said of the V2, my job is to send it up...where it comes down, that's not my department...similarly developing new aircraft not current management's department...
    Dec 12, 2014. 12:00 PM | Likes Like |Link to Comment