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Eric Sprague  

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  • Update On Western U.S. Rails [View article]
    Yeah, thanks for these details.
    Aug 26, 2015. 10:13 PM | Likes Like |Link to Comment
  • Update On Western U.S. Rails [View article]
    Thanks for all the comments.

    @peace, do you have more info on the coal moving though Canada?
    Aug 26, 2015. 06:00 PM | Likes Like |Link to Comment
  • Update On Western U.S. Rails [View article]
    @Jake, thanks for the comment. Yeah, it will be interesting to see what the market does in 2Q next year.

    @Michael, thanks for the comment. I enjoy your articles.
    Aug 25, 2015. 11:25 AM | 2 Likes Like |Link to Comment
  • Facebook: Great Company But A Tricky Valuation [View article]
    Thanks for all the comments!
    Aug 17, 2015. 03:20 PM | Likes Like |Link to Comment
  • Should Nike Investors Be Concerned About Adidas's James Harden Deal? [View article]
    Something tells me Nike will be ok.
    Aug 14, 2015. 04:10 PM | Likes Like |Link to Comment
  • Berkshire Hathaway And The Importance Of Deferred Taxes [View article]
    Thanks for the comments.

    @TimmiesRegular,

    One of the reasons I don't like to make recommendations is that I have no idea as to what will happen in the short run and my definition of the short run might differ from others.
    Aug 13, 2015. 10:23 PM | Likes Like |Link to Comment
  • Berkshire Hathaway And The Importance Of Deferred Taxes [View article]
    Thanks, Briar!
    Aug 13, 2015. 05:14 PM | Likes Like |Link to Comment
  • Time To Short Disney: Horrendously Expensive And Misunderstood [View article]
    I'm long dis but this article makes some good points, especially this one:
    ###
    ESPN is often added in as an afterthought or as some sort of bonus property. No. You don't just "add in ESPN" as a cherry on top. ESPN is the story of growth. Disney is more dependent on ESPN's performance for their profits than they are on Pixar, Marvel, parks, cruises, and toys- put together.
    ###

    I wrote about ESPN's importance here: http://bit.ly/1HRRmwm

    The http://on.wsj.com/1HRRkEG WSJ article talks about some of ESPN's issues:
    ###
    The company, majority owned by Walt Disney Co., has lost 3.2 million subscribers in a little over a year, according to Nielsen data...

    ...

    At the same time, the prices ESPN pays for the rights to show games are ballooning.

    ...

    Since July 2011, ESPN’s reach into American homes has dropped 7.2%, from more than 100 million households

    ...

    The financial stakes are especially high for ESPN because it earns the most carriage fees of any TV channel, about $6.61 a month per subscriber, according to SNL Kagan.
    ###
    Jul 10, 2015. 10:15 AM | 1 Like Like |Link to Comment
  • Precision Castparts: Compounder, Margin Of Safety, Long-Term Upside [View article]
    Nice article. Thanks for writing it.
    Jul 3, 2015. 08:57 PM | 2 Likes Like |Link to Comment
  • For Nike, LeBron James Is The Real MVP [View article]
    Agreed.

    I agree with what Chapstick81 said too:
    ###
    One thing I'd argue about Steph being a little more marketable is more people can relate to 6'3" 190lb. He's got a great jumper and handles that kids will think they can learn.
    ###
    I think kids have an easier time identifying with guards than centers.

    Still, UA didn't start out as a shoe company like Nike. I was at the outlets the weekend before last. Nike had a line so far out the door that we didn't even bother with it. I don't think UA had a line at all.
    Jun 9, 2015. 07:06 PM | 1 Like Like |Link to Comment
  • For Nike, LeBron James Is The Real MVP [View article]
    Yeah, hard to guess about the future.

    Reebok was a threat when they had Shaq but Nike prevailed and now Reebok and its adidas parent are very small parts of the basketball market.
    Jun 9, 2015. 05:01 PM | Likes Like |Link to Comment
  • Under Armour's Growth Makes It A Great Long-Term Investment [View article]
    I think Curry will win the championship this year but much of UA's growth is priced in.

    Back in the day Shaq won championships but Reebok doesn't have much to show for it.
    Jun 9, 2015. 04:50 PM | 1 Like Like |Link to Comment
  • For Nike, LeBron James Is The Real MVP [View article]
    Dr. Market,

    Yeah, the Cavs played admirably without Irving on Sunday but it will be very, very hard for them to beat the Warriors in a best of 7 series without him and Love.
    Jun 9, 2015. 04:44 PM | Likes Like |Link to Comment
  • For Nike, LeBron James Is The Real MVP [View article]
    Thanks for the article. I like the breakdown by player from SportScanInfo in the Forbes article you cited.
    Jun 9, 2015. 04:33 PM | Likes Like |Link to Comment
  • Nike Has Competitive Advantages [View article]
    Thanks for the comments! I've been a longtime customer of Nike and it was a treat reading about their history.
    May 19, 2015. 12:25 PM | 1 Like Like |Link to Comment
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