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Delian Naydenov

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  • Italy Borrows High To Lend Low: The Fallacy Of The Spanish Bailout [View article]
    Nice article. I have a gut feeling the situation in Spain, Italy and Greece will be resolved.
    Jun 15 02:54 PM | 2 Likes Like |Link to Comment
  • A Couple Of Comments On JPMorgan's Downgrade [View article]
    I think long-term Amazon is a great investment. Amazon.com Prime is their hidden weapon. It would be nice if they could offer one free magazine/newspaper subscription with Prime. I would definitely sign up for Prime if a WSJ subscription or Barron's was available with Prime. Also, many baby boomers could sign up for it as it bridges the printed press with the new (on-line movies and free 2-day shipping).
    Mar 15 08:52 AM | 1 Like Like |Link to Comment
  • Setting An Investment Strategy For 2013 With These Ideas [View article]
    I think Nintendo is still a risky stock as the company is being outdone by Microsoft (Kinect) and Sony (mobile and online). Also, Apple is taking a big chunk of gaming with the iPad and iPhone. I would wait to see improvement in profitability on Nintendo.
    Jan 14 03:43 PM | 1 Like Like |Link to Comment
  • Netflix: The One Metric Nobody Is Watching [View article]
    Actually hardware is one of the reasons people buy from Amazon or Apple and also hardware provided by cable companies make it more difficult to change providers. Also, a Netflix device makes sense as most laptops/tablets/TVs are NOT made specifically for watching streaming movies. The TV was made for watching movies but it has not adjusted to the new reality. The iPad comes close but it is more of an app device. Superior Netflix devices sold at a loss or cost will reduce churn and hopefully reduce dependability on an internet connection (i.e. you can download up to 3 movies for offline viewing such as camping/airplane rides).
    Sep 24 08:30 PM | Likes Like |Link to Comment
  • Netflix: The One Metric Nobody Is Watching [View article]
    Netflix is winning on content but to stay relevant it needs to focus on hardware. Most respectful companies have their own hardware today - Apple, Kindle, Cable Cos, and even Microsoft. I think a Netflix exclusive tablet/laptop specifically made just for optimal viewing, on and off-line, experience makes sense.
    Sep 24 07:09 PM | Likes Like |Link to Comment
  • Escalade: A Tale Of Two Businesses [View article]
    Great article. I've been following the company and recently noticed they are involved in a patent lawsuit with Swingaway Sports Products. Do you think this could have a material impact?
    Aug 8 04:38 PM | Likes Like |Link to Comment
  • A Couple Of Comments On JPMorgan's Downgrade [View article]
    I just re-read this article:
    http://onforb.es/10QKy8F
    Mar 15 11:09 AM | Likes Like |Link to Comment
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7 Comments
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