Seeking Alpha

Ian Bezek

 
View as an RSS Feed
View Ian Bezek's Comments BY TICKER:
Latest  |  Highest rated
  • Cheetah Mobile Q2 2014: Rationalization Kicking In [View article]
    P.S. the stock is up 99% in the last 3 months. The "selloff" you speak of following earnings was more likely longs such as myself with massive gains in the name taking profits. Despite CMCM's better than anticipated business performance, it is unrealistic to expect the stock to go straight upwards without pauses and corrections. That said, your $16 price target is looking awfully far away nowadays.
    Aug 20 09:18 AM | 2 Likes Like |Link to Comment
  • Cheetah Mobile Q2 2014: Rationalization Kicking In [View article]
    You said less than a week ago they were going to miss and lower guidance. They beat and raise guidance, and you give yourself a pat on the back despite being 100% wrong yet again because some metric you invented declined 0.40%?

    Good luck with that.
    Aug 20 09:15 AM | 2 Likes Like |Link to Comment
  • Cheetah Mobile Q2 2014 Preview: No Room For Errors [View article]
    Westend still batting 0% following earnings.
    Aug 19 01:41 PM | Likes Like |Link to Comment
  • Cheetah Mobile Q2 2014 Preview: No Room For Errors [View article]
    I was referring to forward PE, as did the original author, not current PE. Forward PE will be around 25-30 (I guess a little higher now thanks to the share price rally) as per various investment banks.
    Aug 17 03:07 PM | Likes Like |Link to Comment
  • Cheetah Mobile Q2 2014 Preview: No Room For Errors [View article]
    Seriously, this is the 2nd article you've claimed a triple digit forward PE when the truth is 25ish. Why are you lying about this? I corrected you in the first article and yet you continue with this lie in this rehashed article.
    Aug 17 01:06 PM | Likes Like |Link to Comment
  • Cheetah Mobile Q2 2014 Preview: No Room For Errors [View article]
    This article is exactly the same as the previous one, they already have filed earnings once post-IPO contrary to your claim (http://yhoo.it/1pCJ68i), and your N of 1 "user test" of the apps is meaningless.

    You don't like the stock, you've been dead wrong, you continue to be dead wrong, and you can't get basic facts such as the forward PE or their earnings dates right. So, thanks, I guess?
    Aug 17 12:57 PM | 1 Like Like |Link to Comment
  • Cheetah Mobile: This Cat Has A Long Way To Go; Initiating With $16 Target, 24% Downside [View article]
    $27 today.
    Aug 11 10:28 PM | Likes Like |Link to Comment
  • Update: MannKind Enters Licensing Agreement - Is The Giant Leap Now Made Possible? [View article]
    1 billion is around $4/share. And that is if all the conditional payments come through. I can do math.

    Already down a dollar per share since my comment. The math doesn't lie.
    Aug 11 08:47 PM | Likes Like |Link to Comment
  • Update: MannKind Enters Licensing Agreement - Is The Giant Leap Now Made Possible? [View article]
    MNKD sold 65% of the company for $1/share plus $3/share of conditional milestone payments. And it's worth $9? Hahahahahahaha
    Aug 11 11:55 AM | 1 Like Like |Link to Comment
  • Update: Rio Alto Reports Strong Gold Production Figures [View article]
    The Sulliden acquisition fixed the mine life non-problem that you keep alluding to that never existed and certainly doesn't exist now.
    Aug 5 11:18 PM | 1 Like Like |Link to Comment
  • Cheetah Mobile: Will The Real Clean Master Please Stand Up? [View article]
    110 Forward P/E? More like 25.

    I get that you don't like the stock, and you have every right to write biased short articles that present only the negative and gloss over CMCM's many positive attributes, but when you start outright fabricating things, that crosses ethical lines.
    Aug 5 10:22 PM | 3 Likes Like |Link to Comment
  • If You Bought NQ Mobile Over $9.80, You Could Get Hosed [View article]
    Reminds me of when Shandong (a Chinese entity) offered $9+ in a fake buyout for Jaguar Mining. Stock was a $0 within a year, bid was totally made up.
    Jul 31 08:37 PM | 3 Likes Like |Link to Comment
  • Cheetah Mobile: This Cat Has A Long Way To Go; Initiating With $16 Target, 24% Downside [View article]
    CMCM isn't a gaming company. Gaming is a small portion of the business.
    Jul 15 04:01 PM | 1 Like Like |Link to Comment
  • Cheetah Mobile: This Cat Has A Long Way To Go; Initiating With $16 Target, 24% Downside [View article]
    I am obviously biased as I wrote the bullish article here, but I concur with Gtoz' comment. Mobile is already ramping up quickly. Remember that Cheetah didn't begin monetizing mobile, at all, until recently and receives much less revenue per MAU than its competitors. So much more mobile growth coming even if user base doesn't grow. But it is growing aggressively, especially outside of China. I don't see Chinese competition stopping Clean Master from worldwide success, which it has already been achieving.

    I don't get the handwringing over desktop either, from your graph it's clear that desktop is still expanding nicely as well, it's not like CMCM is selling typewriters, desktop is nowhere near dead. Sure it isn't the hottest place to be, but it's still a nice business, and shouldn't be written off so abruptly as the author of this article has done. MSFT bears have learned the hard way how betting against platform decline has worked out. It will eventually happen but certainly not yet.

    I also think the author understates the important of Cheetah's management team. They have a real talented group of A-listers with the connections and experience to fight with the big dogs. CMCM as a $3bn company and subsidary of a larger company has plenty of access to capital and talent and name brand management, and will be able to fight tooth and nail with QIHU and others. CMCM and QIHU's leaders have already gotten very personal in their battles with each other and they're fighting like equals, this isn't a David and Goliath situation.
    Jul 14 08:25 PM | 1 Like Like |Link to Comment
  • Brazil Giving Up Another Goal? [View article]
    We have car free days here in Colombia too. Works fine.
    Jul 13 11:10 AM | Likes Like |Link to Comment
COMMENTS STATS
1,087 Comments
925 Likes