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Esekla  

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  • How Low Can InvenSense Go? [View article]
    Yeah, that's what I thought. So that $ per share on the balance sheet has almost doubled in a year according to the data from the last report.
    Aug 21, 2015. 05:46 PM | Likes Like |Link to Comment
  • How Low Can InvenSense Go? [View article]
    I agree that $13+ is very doable in the months to come, but I'm not sure what you're referring to with the percentages. I didn't cite any and you seem to be using them in place of a PE ratio. Also, InvenSense has close $4 per share on the balance sheet. I think the $1.91 figure you're referencing is from back when I detailed the hybrid PE approach? Regardless of what the market thinks, it's testament to good management that the current assets have grown consistently.
    Aug 21, 2015. 03:55 PM | 1 Like Like |Link to Comment
  • A Pair Trade For Oil E&Ps [View article]
    Indeed, the news after that comment made it pretty clear that another leg down was at least possible.
    Aug 21, 2015. 03:41 PM | Likes Like |Link to Comment
  • Crude oil enters the $30s [View news story]
    I must confess, I didn't think it would happen quite this quickly, but a V-shaped recovery was something I was willing to discount in favor of huge profits for a scenario like this:

    http://seekingalpha.co...
    Aug 21, 2015. 01:38 PM | 7 Likes Like |Link to Comment
  • How Low Can InvenSense Go? [View article]
    I often give generalized warnings about over-concentrating. What that means in quantified terms depends a lot on your situation, which should be discussed privately.

    I do personalized Q&A via my subscription service.
    Aug 21, 2015. 12:04 PM | 1 Like Like |Link to Comment
  • How Low Can InvenSense Go? [View article]
    0 is the theoretical limit. It's not very practical unless you change everything we currently know about the stock.
    Aug 21, 2015. 12:02 PM | 4 Likes Like |Link to Comment
  • How Low Can InvenSense Go? [View article]
    This article sat in the "fast track" queue for the better part of a full day. That's why I started offering subscription services on my own. I can offer much better service that way.
    Aug 21, 2015. 12:01 PM | Likes Like |Link to Comment
  • How Low Can InvenSense Go? [View article]
    I know about the presentation, but I don't know that Intel has its own gyros. I've mentioned before that, going into next year, the combination of durability and speed in 3D Xpoint sets up perfectly for a whole new line of SoCs that include memory, and will also need gyros. That's quite likely to be very good thing for InvenSense.
    Aug 21, 2015. 11:58 AM | Likes Like |Link to Comment
  • InvenSense: Looking Into The Next iPhone And Beyond [View article]
    Here it is:

    http://seekingalpha.co...
    Aug 21, 2015. 10:18 AM | Likes Like |Link to Comment
  • How Low Can InvenSense Go? [View article]
    Yes, I do as discussed in the Pro article and this one:

    http://seekingalpha.co...

    Subscribers have been updated regularly, but my views on that point haven't changed. Message me privately with an email address for info on the subscription service.
    Aug 21, 2015. 10:06 AM | Likes Like |Link to Comment
  • The Pros, Cons, And Questions From The InvenSense Report [View article]
    Well, there was also the inventory write down that was primarily discussed in my Pro article, but also in multiple comments here:

    http://seekingalpha.co...

    A new article has just been published here:

    http://seekingalpha.co...
    Aug 21, 2015. 09:48 AM | Likes Like |Link to Comment
  • Will Invensense Turn Things Around? [View article]
    Yes, I said as much about GM in my Top Idea article.
    Aug 21, 2015. 09:34 AM | Likes Like |Link to Comment
  • Google to set life sciences team free within Alphabet [View news story]
    Many of the companies being split off go together as businesses in their own right and can easily develop into cash cows.

    http://seekingalpha.co...

    I think the synergies between Fiber, Tango, Sidewalk Labs and Projects Loon & Fi, are pretty clear. In particular look at the last paragraphs of the Term & Transitions section in the article above.
    Aug 21, 2015. 09:10 AM | 3 Likes Like |Link to Comment
  • Will Invensense Turn Things Around? [View article]
    Yes, I discussed that here:

    http://seekingalpha.co...
    Aug 21, 2015. 08:58 AM | Likes Like |Link to Comment
  • Will Invensense Turn Things Around? [View article]
    Huh, I've submitted an article with some counter-evidence, as mentioned here:

    http://bit.ly/1NpocWU

    I'd say we'll see who's right in a matter of months, but it's hard to even discern what the author is trying to say, beyond the historical stuff, which seems to be all there really is to this article besides opinions on both sides of the bear/bull line. Not above $17.50? That would be 94% return from current prices, or almost a double, which is kind of in conflict with the continued free fall prediction. Maybe this is another article that was originally written quite a while ago? It makes me wonder if the author even listened to the conference call. China was discussed in some detail and management's outlook there seems to be pretty realistic.
    Aug 21, 2015. 12:52 AM | 10 Likes Like |Link to Comment
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