Peter Schiff Has It Totally Backwards - Gold Is Not Going 'To The Moon' [View article]
"Forget the CPI or any artificial measure of inflation, simply look at AAA bond yields. The markets simply don't see any inflation. I simply trust the markets."
So by Robert's logic, central banks should raise rates if they want to increase inflation? Of course not, they're artificially setting rates AND inflation low to support their policies.
Palo Alto: The Rising Star Of The Networking Industry [View article]
"Deferred revenue is the company's unearned revenue posted on the balance sheet as a liability until the service has been provided."
Isn't deferred revenue an asset? I thought companies like PANW and CRM that abide by non-GAAP accounting principles usually put it on the balance sheet right next to accounts receivable.
That being said, I don't want to lump PANW in with CRM since I think they actually have a desirable and fast growing business buried under the seeming overvaluation based purely on fundamentals.
3 Investment Themes - The Welfare Bubble, Housing Recovery And LED Lighting [View article]
Even if they really are accepting EBT cards, COST does not traditionally serve the lower income demographic since their membership fees serve as a barrier to entry.
Another Interesting Speculation In The Micro Cap Coal Space [View article]
Good, please sell one or both or find a partner that can actually afford to develop them without subjecting shareholders to death by a thousand dilutions.
Keith, stop being rational and patient, you might prevent more "investors" from seeing the stock price decline and layoffs and panic and give their ownership interest in that potentially lucrative enterprise away for free to people like us.
Was Tesla's Recent Stock Action The Cause Of Kandi Technologies High Volume Run-Up? [View article]
"Kandi Vehicles has a 50% ownership interest and controls the Board of Directors in Kandi New Energy. Under Share Escrow and Trust Agreement, Loan Agreement, Contractor Agreement, between Kandi Vehicles and the other equity owner, Kandi Vehicles is entitled to 100% of the economic benefits, voting rights and residual interests (100% profits and loss absorption rate) in Kandi New Energy."
That sounds suspiciously like your definition of a VIE, given that Kandi has a less than majority owned interest. What's to prevent co-founder Hu, the Chairman and CEO of the Company, from absconding with this part of the company since it seems conveniently pre-packaged for him, since as 50% owner he'd probably end up with it should the rest of the company collapse.
Too Cheap To Ignore - It's Time To Buy EMC [View article]
How about now that it started to pay a dividend? Not sure why paying out 40 cents a year is preferable to using it for buybacks (which they're also doing) or reinvesting it back into the business at a 13% ROE, but I guess some people care about things like that.
Peter Schiff Has It Totally Backwards - Gold Is Not Going 'To The Moon' [View article]
So you really think our goverment has hit upon the perfect form of Keynesian economics that allows infinite money printing to promote growth in everything except inflation?
It's simple, the number of dollars has increased at a much faster rate than the amount of gold and the price of gold has risen to reflect this, so there is no bubble in gold, since this trend will likely continue well into the future.
GSV Capital: Large Discount To NAV With Upcoming Catalysts [View article]
Nice article, Paulo, been in this one for awhile and watching the NAV erode and discount to NAV grow while management refuses to do a buyback is frustrating, but I think you're right that a successful IPO of Twitter or one of their other portfolio companies could change the perception and is thus worth waiting for.
My only issue other than the irresponsible lack of a buyback is that they usually invest in companies rather late in their growth trajectory and thus usually overpay, making it much less likely that they'll have too many "rockets".
Kandi Technologies: Customs Records Contradict U.S. Electric-Vehicle Sales Claims [View article]
Very comprehensive list of the many red flags surrounding this company, but common sense alone ought to tell you that accounts receivable are way too high and R&D spending is way too low compared to revenues.
ChannelAdvisor Data Springs Large Negative Surprise For Amazon.com [View article]
You refer to 2010 as AMZN's "peak" earnings year, but remember that was on a third of the revenues they'll likely have next year so if they can dial back spending enough to approach those margins again they could earn many multiples of that.
Not saying it will happen anytime soon, just saying the potential is there so beware of shorting a stock with that much upside, even if it is all perceived because that's all it takes to make and keep a stock overvalued, and there's a chance the business could catch up before the so-called bubble bursts.
Peter Schiff Has It Totally Backwards - Gold Is Not Going 'To The Moon' [View article]
So by Robert's logic, central banks should raise rates if they want to increase inflation? Of course not, they're artificially setting rates AND inflation low to support their policies.
Palo Alto: The Rising Star Of The Networking Industry [View article]
Isn't deferred revenue an asset? I thought companies like PANW and CRM that abide by non-GAAP accounting principles usually put it on the balance sheet right next to accounts receivable.
That being said, I don't want to lump PANW in with CRM since I think they actually have a desirable and fast growing business buried under the seeming overvaluation based purely on fundamentals.
3 Investment Themes - The Welfare Bubble, Housing Recovery And LED Lighting [View article]
Another Interesting Speculation In The Micro Cap Coal Space [View article]
What Will Save Zynga? [View article]
Was Tesla's Recent Stock Action The Cause Of Kandi Technologies High Volume Run-Up? [View article]
That sounds suspiciously like your definition of a VIE, given that Kandi has a less than majority owned interest. What's to prevent co-founder Hu, the Chairman and CEO of the Company, from absconding with this part of the company since it seems conveniently pre-packaged for him, since as 50% owner he'd probably end up with it should the rest of the company collapse.
Gold: The Recent Collapse And Approaching All-Time High [View article]
Oh, that's right, they're the ones that control it...
Too Cheap To Ignore - It's Time To Buy EMC [View article]
Peter Schiff Has It Totally Backwards - Gold Is Not Going 'To The Moon' [View article]
It's simple, the number of dollars has increased at a much faster rate than the amount of gold and the price of gold has risen to reflect this, so there is no bubble in gold, since this trend will likely continue well into the future.
Salesforce Buys Its Mini-Me: Non-GAAP Hilarity [View article]
GSV Capital: Large Discount To NAV With Upcoming Catalysts [View article]
My only issue other than the irresponsible lack of a buyback is that they usually invest in companies rather late in their growth trajectory and thus usually overpay, making it much less likely that they'll have too many "rockets".
GSV Capital: Large Discount To NAV With Upcoming Catalysts [View article]
Kandi Technologies: Customs Records Contradict U.S. Electric-Vehicle Sales Claims [View article]
Was Tesla's Recent Stock Action The Cause Of Kandi Technologies High Volume Run-Up? [View article]
http://bit.ly/12GjT3Q
Sure looks like a VIE structure to me.
ChannelAdvisor Data Springs Large Negative Surprise For Amazon.com [View article]
Not saying it will happen anytime soon, just saying the potential is there so beware of shorting a stock with that much upside, even if it is all perceived because that's all it takes to make and keep a stock overvalued, and there's a chance the business could catch up before the so-called bubble bursts.