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Esekla  

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  • Is InvenSense Really Worth Less Than $1 Billion? [View article]
    I've documented the short situation pretty steadily and they finished covering well over a month ago

    http://seekingalpha.co...

    Comment there, not here, if you want a response from me.
    Aug 31, 2015. 08:10 AM | Likes Like |Link to Comment
  • China slowdown hits Asian smartphone makers/suppliers [View news story]
    Yes, I included some analysis of the finer points of the report two weeks ago, when analyzing one company that the trend is actually good for:

    http://seekingalpha.co...

    I've been predicting the slowdown, in Pro articles, for over a year.
    Aug 31, 2015. 07:30 AM | Likes Like |Link to Comment
  • Google's Presence In PCs Delivers A Boost To Internet Adoption In Emerging Markets [View article]
    Setting aside the idea that you seem to think U.S. laws even should matter in other countries...

    I don't of ANY country, including the U.S., where what you're looking for is absolutely true, nor do I think that the U.S. opportunity to corruption is particularly ahead of the global pack. Sheesh, you probably think America has the best internet, telecommunicatins, etc., etc. too.
    Aug 29, 2015. 12:07 AM | 1 Like Like |Link to Comment
  • NYC considering suing Verizon over slow fiber rollout [View news story]
    The city has a legitimate beef. I've personally known owners in Manhattan who have begged for the service and gotten no action. Local wires should be like local roads, publicly maintained by contractors for all to use.
    Aug 28, 2015. 08:09 PM | 4 Likes Like |Link to Comment
  • Did We Just See A Bottom In ExOne? [View article]
    The deficient accounting disclaimer has been there from the beginning. I could find any number of startups with similar disclaimers and my subscribers know that I've been pretty specific and vocal on where the associated accounting risk points were for XONE. They have little to do with this bottom, though, which is why they aren't in this article. Furthermore, the ERP system which has been wracking up minor charges in recent quarters makes that risk largely a thing of the past, so thanks for bringing that up.

    In any case, you'll be happy to know that SA is unlikely to ever see a non-Pro XONE article from me again.

    Please learn to use the Reply link.
    Aug 28, 2015. 08:03 PM | Likes Like |Link to Comment
  • A First-Hand Look At The Google Fi Opportunity [View article]
    Yes, I'm aware of Ting, though all I remember now is that a few had similar pricing, but nobody put together quite the same combination of features as Google. And yes, the network switching including built-in WiFi is particularly good.
    Aug 28, 2015. 07:48 PM | Likes Like |Link to Comment
  • S&P pulls rating on Amira Nature Foods [View news story]
    Yeah, the Editor's choice of the word "despite" is interesting, to put it nicely. It leads me to wonder if he understands what this was about at all.
    Aug 28, 2015. 06:46 PM | 2 Likes Like |Link to Comment
  • Did We Just See A Bottom In ExOne? [View article]
    Not objective? Is there anything in this article, or any article that I've ever done on XONE that calls it safe? Does this article not come right out and say there is no good means of fundamental valuation? That doesn't mean I'm wrong about the bottom, though. Try reading a little more carefully before commenting.
    Aug 28, 2015. 06:43 PM | Likes Like |Link to Comment
  • Google's Presence In PCs Delivers A Boost To Internet Adoption In Emerging Markets [View article]
    You're thinking of the third world. No profits is what you get from stagnated rich world markets, like Europe, and soon the U.S. Emerging markets, like India, are a completely different story, they offer unique opportunities for companies that can solve their unique developmental problem sets. Many of Google's moonshot projects are aimed at this, as touched on here:

    http://seekingalpha.co...

    However, there is another large-cap that is set to capitalize in a much bigger way. I'm hardly going to reveal it in someone else's article, but feel free to contact me for a sneak peak.
    Aug 28, 2015. 06:38 PM | Likes Like |Link to Comment
  • Vodafone confirms 4G launch in India by end of year [View news story]
    Vodafone had a heap of capital from the Verizon buyout. It was just a matter of where they were going to deploy it. At the time, India was giving them fits over taxes, so it wasn't looking like a front-runner. Now, with the new government it's all but done, and reform in the lucrative U.S. market will not be an option. Too bad, because spectrum really needs to get used by someone other than the two main incumbents and that's improbable now, and getting less likely by the month. See the second article for more detail on that, and what is being done instead to reform markets.

    Please comment in one of those articles rather than here, if you want further response.
    Aug 28, 2015. 02:15 PM | Likes Like |Link to Comment
  • Morgan Stanley's 27 stocks to buy on the dip [View news story]
    I'm not one of those Apple perma-bears, but I predicted the highs and don't think you're going to see them again

    http://seekingalpha.co...

    So, good move.
    Aug 28, 2015. 12:12 PM | 4 Likes Like |Link to Comment
  • Oil continues surge; gold on the move as well [View news story]
    Indeed wigit, but my point is that a bottom doesn't necessarily mean a recovery to sustainable prices for many of these companies. The article listed discounts a V-shaped recovery and compares two disparate options in a "new normal" scenario.

    Please comment there, rather than here, if you want further response.
    Aug 28, 2015. 11:50 AM | Likes Like |Link to Comment
  • Did We Just See A Bottom In ExOne? [View article]
    My original article on ExOne said much of what you are saying here. All the articles in between have said the time wasn't right to take a position. This is my first to break that trend.
    Aug 28, 2015. 11:47 AM | Likes Like |Link to Comment
  • Morgan Stanley's 27 stocks to buy on the dip [View news story]
    Good points, but that less-active Fed part is hardly assured for September. Unlike the names on the MS list, this pick pays 6%+ in dividends and will actually benefit from a rate hike:

    http://seekingalpha.co...

    Once again, I'd be happy to put my picks up against Morgan Stanley, if SA is willing to reward outperformance. In this case, there would be some overlap, though:

    http://seekingalpha.co...
    Aug 28, 2015. 11:20 AM | 5 Likes Like |Link to Comment
  • Oil continues surge; gold on the move as well [View news story]
    It will? I wasn't surprised by the double dip, and my short was fabulously profitable

    http://tinyurl.com/nq3...

    though I exited too early. Even if we do have a bottom in sight, that doesn't mean the pain is over for the E&Ps, though.
    Aug 28, 2015. 11:11 AM | 2 Likes Like |Link to Comment
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