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Esekla  

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  • How Low Can InvenSense Go? [View article]
    Click on Send Message, right under my name.
    Aug 21, 2015. 11:41 PM | Likes Like |Link to Comment
  • 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
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