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  • Facebook Is An Economic Castle Protected By An Unbreachable Moat [View article]
    Good article, but I wouldn't necessarily call it unbreachable. We have seen other search engines come and go when Google usurped them, the same with MySpace. But like you say, I think the facebook moat is a bit wider to breach as they have come a lot farther along than these others to be intertwined in the lives of internet users.
    Dec 23, 2014. 08:15 PM | 1 Like Like |Link to Comment
  • Twitter IPO: Why A Good Trade Can Become A Bad Investment (Or Vice Versa) [View article]
    Great article as always Aswath. You have communicated the differences in a very understandable manner for all.
    Oct 14, 2013. 08:45 AM | Likes Like |Link to Comment
  • Rubicon Minerals - A High-Grade Underground Gold Mine In Canada [View article]
    One part of this drop has to be attributable to the drop in gold over the last year of about 20%.
    Jul 31, 2013. 09:20 PM | Likes Like |Link to Comment
  • USDJPY Still Balanced On Support Ahead Of BOJ Statement [View instapost]
    Good analysis.
    Any idea when the statment by BOJ is likely to be released?
    Apr 3, 2013. 06:16 PM | Likes Like |Link to Comment
  • Apple Does Not Have $137 Billion In Cash [View article]
    I sure hope they dont come up with something like the car homer simpson ended up designing for Uncle Herb which ruined him!

    See link below for reference

    http://bit.ly/XT20cM
    Mar 6, 2013. 11:48 AM | Likes Like |Link to Comment
  • Apple Does Not Have $137 Billion In Cash [View article]
    This article is way off in my opinion. The long term securities are mostly held in highly liquid instruments. They are just held in the long term category as AAPL has no intent on selling them, and rather hold until maturity.

    This makes sense, no point in leaving all their excess earnings that is not need in cash where it wont earn anyhting at all.
    Mar 5, 2013. 08:23 AM | Likes Like |Link to Comment
  • Is This Pharma Stock Poised For A Strong Comeback? [View article]
    All accounting firms are generally independent but operate under the same banner. For example, Deloitte in the US is independent to Deloitte in Australia. They are just a part of the same network in this case and are the Chinese/Hong Kong unit of Mazars.
    Furthermore, the accounting firm being used is not the main crux of this article. Nothing in the research is flawed.
    Mar 1, 2013. 07:23 PM | Likes Like |Link to Comment
  • Will Apple Exist 3 Years From Now? How Much Will It Be Worth? [View article]
    I think people who are "devoted" in this case are investors who hold positions in the stock. Any bad news about a stock they hold here on a SA brings out a primal defensive mechanism in them.
    We see this all the time on SA, where holders of a particular stock cannot handle any criticism of it. It's understandable from a psychological standpoint, they have money tied up in this investment and don't want anything to negatively affect them.
    It's fine to have differing opinions, just like the author is allowed to have his opinion here. Lets have hearty useful discussion.
    You ecosystem discussion is certainly that. It has to be agreed with on some levels, this certainly has helped keep MSFT around. THe companies Ive worked for certainly have been "stuck" in a sense with the MS OS as changing is just too much of a massive ordeal and cost for probably not enough benefit.
    Feb 26, 2013. 02:31 AM | Likes Like |Link to Comment
  • Rubicon Minerals: Resource Risk [View article]
    My apologies as well, I meant to say inferred in the comment,
    Feb 25, 2013. 03:35 PM | Likes Like |Link to Comment
  • Rubicon Minerals: Resource Risk [View article]
    The usual flaming on this site has been enacted. Nevertheless everyone is entitled to their opinion.

    Firstly, the article does not state it is a bad investment and at current levels is on key. Secondly, it merely states at this stage to invest at a higher price is high risk. This is clear with 83% of the reserves being an indicated amount. There is a reason the market price is currently at what it is it seems and it will be a good time to invest when they can improve the estimate.
    Feb 25, 2013. 10:07 AM | Likes Like |Link to Comment
  • Will Apple Exist 3 Years From Now? How Much Will It Be Worth? [View article]
    Fantastic article James. Really resonates with me here. I think your idea on valuing AAPL in this manner is a very smart way of thinking about it. Was going to write similar, but you beat me to it! well done, look forward to reading the next one.
    Feb 22, 2013. 02:03 PM | 1 Like Like |Link to Comment
  • Apple Pie Or Rotten Apples? A DCF Valuation Following Earnings [View article]
    1. I know Hewitt, sorry I did not make it clear in the notes.

    2. Thanks for the feedback. Hope to get some more time to start putting out some more (hopefully) insightful material soon.
    Feb 21, 2013. 06:31 AM | 1 Like Like |Link to Comment
  • Apple Pie Or Rotten Apples? A DCF Valuation Following Earnings [View article]
    No.

    It is a full year forecast financials. However, due to the valuation being conducted at start of year (i.e. cashflows related to oct to dec are not part of the valuation as it is a past event), they have been removed. This was just done in a simple manny by removing a quarter or multiplying full year result by 0.75. I just applied this to the FCFE as I wanted to keep the other values above this line in full year terms so it would be easier to relate to the previous 2013 year growth levels etc.

    I'm sorry if you can't follow this but I haven't got time to run through the simple mechanics of how a DCF operates. So I hope what I have written explains this to you now.
    Feb 20, 2013. 11:00 AM | Likes Like |Link to Comment
  • Apple Pie Or Rotten Apples? A DCF Valuation Following Earnings [View article]
    This is because the amount is adjusted for 9 months of the year and 3 months earnings are already recorded (ie Oct to Dec). Not sure if I made that clear in the addumptions. This .75 of the year is also taken account of in the discount factor.

    Sorry if this was not made clear in the assumptions.
    Feb 20, 2013. 09:33 AM | Likes Like |Link to Comment
  • NovaCopper: 2 Potential Projects Make It A Stock Worth Considering [View article]
    Thanks for the feedback guys.
    As noted it certainly is an exciting investment, and this could be a good way to limit risk, or make some gains in the short term for those holding onto it who strongly believe in it.
    Feb 12, 2013. 07:46 AM | Likes Like |Link to Comment
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