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Galileo Russell

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  • Facebook/WhatsApp/Ascenta Combo Is Ready To Make Wireless Carriers Obsolete [View article]
    Very good point. A solid reason for Facebook making an entrance in this space. Especially given the motive to connect 3rd world nations.
    Apr 16 08:41 PM | Likes Like |Link to Comment
  • BioLife Solutions Offers Diversified Exposure To Regenerative Medicine And 3-D Bio-Printing [View article]
    BLFS only R&D is surrounding its bio-preservation products which it's been research for several years. Yes the budget is small, and so is the team but this is a niche technology and BioLife's scientific officers have lots of experience here.

    Also, R&D is low for BLFS compared to most bio-techs because once they are in a drug/clinical trial they have no more investment required. The biotech who is commercializing that drug will be the one spending all the R&D on that technology.
    Apr 16 01:38 PM | Likes Like |Link to Comment
  • Facebook/WhatsApp/Ascenta Combo Is Ready To Make Wireless Carriers Obsolete [View article]
    Dividends are keeping these stocks very high for the exact reason you mention. Not really sure what they can do besides try and update their network fast enough and be able to offer it at a more compelling price than Google or Facebook can. Either way it looks like they would have to slash prices which is going to hit them hard.
    Apr 16 09:44 AM | 3 Likes Like |Link to Comment
  • ICoin: Why Apple Should Open A Bitcoin Bank [View instapost]
    Am also (unfortunately) doubtful that Tim Cook will do something like this. With Facebook & now Amazon both making big hints at things in the payment space; I think the big boys are catching on.

    Legal issues are a definite possibility here. But with a company like Apple's legal/political clout I think they would stand a chance.
    Apr 15 11:16 AM | Likes Like |Link to Comment
  • BioLife Solutions Offers Diversified Exposure To Regenerative Medicine And 3-D Bio-Printing [View article]
    I did not include "3D Bio-printing" to be in the title. That was included by the editors.
    Apr 14 04:57 PM | 1 Like Like |Link to Comment
  • Datawatch Breaking 52-Week Highs With Multiple Catalysts Ahead [View article]
    Revenue growth was 47% year over year, getting into the same ballpark as Splunk & Tableau.
    Nov 19 12:55 PM | Likes Like |Link to Comment
  • Datawatch Breaking 52-Week Highs With Multiple Catalysts Ahead [View article]
    My initial reaction to Q3:

    Great numbers. Top-line was much better than I expected and says a lot about this upcoming FY14. Only downside here is profitability. I was a little disappointed with how much spending increased, but it was expected because of the sales team ramp/integration of Panopticon's costs. Bottom line is the products are gaining traction, meaning the long term story appears to be very well intact.
    Nov 19 12:54 PM | Likes Like |Link to Comment
  • SolarCity: Stocks Can Go Up For The Weirdest Reasons [View article]
    http://seekingalpha.co...
    Oct 17 04:31 PM | Likes Like |Link to Comment
  • SolarCity: Stocks Can Go Up For The Weirdest Reasons [View article]
    I am long SCTY and happen to think the stocks recent move has been very rational. The company just reported blowout Q3 metrics, nominal lease payments are now over $1.74B, up 23% Q/Q. SCTY's market cap is still just $4B as you point out, and that $1.74B number will be catching up quickly. Just something to consider.
    Oct 17 04:03 PM | 6 Likes Like |Link to Comment
  • Small-Cap Big Data Player Attunity At Inflection Point [View article]
    I like both stocks. Attunity trades for a much cheaper P/S multiple and is more profitable, but DWCH is growing faster ... at least for now. In the short term I think Attunity could have more upside if Q3 is up to par, mostly because DWCH has already risen so much.
    Oct 1 10:00 AM | Likes Like |Link to Comment
  • Short Tesla Motors: Valuation Is Unsustainable, Premium To Peers Is Unjustified [View article]
    Wow, suprised this was even published. Just a couple quick Q's.

    Capital shortage? Do you know this company has $700M in cash, no debt and is on the verge of becoming profitable? (Even at current burn rate $700M could last 12+ quarters).

    Why are you not including financials of the Model X or Gen III both coming out in next 3-4 years that have huge addressable markets? Are you implying these cars will never actually even be released?

    Where did you get info that production is limited? I've talked to Tesla's IR numerous times about this and they've consistently stated their factory which they already own outright could produce up to 500,000 units as demand scales.

    Hmmm interesting take.

    Anyway, good luck on your short!
    Sep 25 02:15 PM | 21 Likes Like |Link to Comment
  • Tesla's Guidance Of 21K Units In 2013 Is A Lowball, Expect At Least 23K [View article]
    Great points. Confidence in achieving 25% gross margins (without ZEV credits) on the Q2 call + this kind of reasoning that follows most of Elon's milestones (remember 20K units in 2013, and no one believed that either) = potential for higher gross margins than 25% long term.
    Sep 19 10:29 PM | 2 Likes Like |Link to Comment
  • Tesla's Guidance Of 21K Units In 2013 Is A Lowball, Expect At Least 23K [View article]
    Great story. I feel like these are exactly the type of experiences going on all over the US (soon Europe + Asia) that Tesla bears fail to see the value of.
    Sep 18 03:18 PM | 4 Likes Like |Link to Comment
  • Sapiens; Cheap Enterprise Software Play With 50%+ Upside [View article]
    One more important thing to note about Sapiens valuation vs. Cover-All's. The reason for this major discrepancy (Cover-All being valued higher on a P/S basis despite much lower margins/growth) could have a lot to do with analyst coverage.

    Sapiens, because it is an Israeli company, and only recently gained a market cap of $100M+, has no analyst coverage. Both Cover-All and Guidewire have at least one analyst covering their respective shares.

    An analyst beginning to cover Sapiens stock with any positive news or ratings, would be a positive catalyst for multiple expansion going forward.
    Aug 26 10:04 PM | Likes Like |Link to Comment
  • SolarCity's Operating Leases Will Lead To Lots Of Future Cash [View article]
    Congrats on getting your solar system installed. Ever since I have been an investor in SCTY I've been telling people to get off the grid. The power of word of mouth once consumers start seeing the savings and moral benefits (not polluting) switching to solar power is a no brainer.
    Aug 21 02:13 PM | 1 Like Like |Link to Comment
COMMENTS STATS
161 Comments
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