Seeking Alpha
View as an RSS Feed

Galileo Russell  

View Galileo Russell's Comments BY TICKER:
Latest  |  Highest rated
  • Tesla: Why The Smart Money Is Short [View article]
    LOL. Tough to say how 'smart' the 'smart money' is. There has been a 20M+ share short position since $25 per share. That's about a $5B loss so far .....

    In regards to your post? No mention of Model 3? The mass market car which debunks your thesis on them 'only dominating luxury market'?

    No mention of Tesla Energy? Receiving $100Ms of orders in the first day?

    If this is the smart money's short thesis then they are in dire need of help.
    Jul 21, 2015. 02:57 PM | 38 Likes Like |Link to Comment
  • More Than Burritos: A Look At Chipotle's New Shophouse And Pizza Locale Concepts [View article]
    Thanks for sharing your feedback about Shophouse. I've personally never been to one, just because of the limited locations. It's at the top of my list.

    Surprised to hear its even better than Chipotle. Seems like a great sign.
    Feb 12, 2015. 10:04 AM | 1 Like Like |Link to Comment
  • GoPro Shares Tumbling, While The Business Is Better And Cheaper Than Ever [View article]
    Thanks for pointing this out, I grabbed the wrong number.

    With 146.7M shares outstanding the updated valuation is as follows:

    Market Cap = $45*146.7M = $6.6B

    2014 P/EBIT (using $187M) = 35.3X
    2015 P/EBIT (using $217M) = 30.4X

    Slightly more expensive with the updated share count, although in comparison to when it IPO'd, the valuation remains significantly cheaper.
    Feb 10, 2015. 02:27 PM | 2 Likes Like |Link to Comment
  • Attunity Delivers On Big Data Growth In Q3: Future Looks Bright With Maestro, Hadoop And AWS [View article]
    Haven't personally used any of Attunity's products. Although I have seen a demo of Maestro (at 2014 Analyst day) and was very impressed.

    If you have any insight into their new/old products, feel free to share.
    Dec 15, 2014. 08:28 PM | Likes Like |Link to Comment
  • Why China Is The Most Important Part Of Tesla's Q2 Report [View article]
    Am curious to see how analysts will break this down as well.

    Even without exact numbers there is likely to be some commentary on the results in either Tesla's Q2 shareholder letter or on the conference call, about how China's deliveries/orders are trending.
    Jul 15, 2014. 03:23 PM | Likes Like |Link to Comment
  • Why China Is The Most Important Part Of Tesla's Q2 Report [View article]
    Great point, thanks for clearing this up. Was confused myself given the fact that Tesla's have been compatible with every kind of charging infrastructure, even if its not a Supercharger. Although the rate of charge may be slightly (or significantly) lower, it can't hurt to have more stations in China. Especially when the government plans to build one every 5KM, per the article above that LT posted.
    Jul 15, 2014. 03:01 PM | 4 Likes Like |Link to Comment
  • 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2013. 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, 2013. 12:54 PM | Likes Like |Link to Comment
  • SolarCity: Stocks Can Go Up For The Weirdest Reasons [View article]
    http://seekingalpha.co...
    Oct 17, 2013. 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, 2013. 04:03 PM | 6 Likes Like |Link to Comment
COMMENTS STATS
167 Comments
267 Likes