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  • Qualcomm Under Attack From All Sides - I Am Avoiding The Stock [View article]
    The device price doesn't even matter to QCOM, it's the price of the chips they sell, so only the ASPs of those components is relevant to their revenue, right?
    Jan 30, 2015. 03:32 PM | Likes Like |Link to Comment
  • Qualcomm Under Attack From All Sides - I Am Avoiding The Stock [View article]
    Yeah, I get intrigued every time he recommends shorting a great company trading at an ex-cash P/E of 10.
    Jan 30, 2015. 03:09 PM | Likes Like |Link to Comment
  • Why Is MusclePharm Doing So Badly? Here's My Best Guess [View article]
    Ugh, Tiger just shot an 82 to miss the cut at the Phoenix Open, unfortunately he won't be around on the weekend to show off his new MusclePharm water bottle.

    Obviously wish MSLP would have signed someone like Rory, but I'm not sure golf fits their target demographic anyway, maybe they should just stick to advertising with the NFL (hopefully with players other than overrated QBs) and the UFC.
    Jan 30, 2015. 03:01 PM | Likes Like |Link to Comment
  • Consider Shorting The Shake Shack Now [View article]
    Totally agree, there seems to be a burger bubble forming with the crazy HABT and SHAK IPO pops and even JACK and WEN trading for 40 times last year's earnings, not to mention Five Guys and Smashburger throwing up restaurants on every street corner.
    Jan 30, 2015. 02:50 PM | Likes Like |Link to Comment
  • Moonshot for Shake Shack, plan B for Five Guys and Smashburger? [View news story]
    Insane. Definitely a burger bubble brewing.
    Jan 30, 2015. 01:38 PM | Likes Like |Link to Comment
  • Amazon Can Make Money When It Wants [View article]
    Whoo-hoo, they made 1/84 of what AAPL did last quarter and only lost $255M on the year, break out the bubbly and bid the stock up 15% to a $165B market cap, 1/4 the size of AAPL!
    Jan 30, 2015. 01:15 PM | 4 Likes Like |Link to Comment
  • 3D Systems: Uncertainty Equals Opportunity [View article]
    "3D Systems is currently trading at 29x its 2015 earnings and 22x its 2016 earnings."

    Not sure where you're getting a 2016 earnings estimate, but regardless, shouldn't this read:

    3D Systems is currently trading at 29x its [non-GAAP] 2015 earnings and 22x its [non-GAAP] 2016 earnings.

    OR:

    3D Systems is currently trading at [115x] its 2015 earnings and [100x] its 2016 earnings.

    These non-GAAP adjustments include things like paying their employees with stock (not sure how long will they be able to continue to do this with the share price decline and huge goodwill writedown insiders know is coming) and adjusting for acquisition costs (which seems to be a continually recurring part of their main strategy).
    Jan 29, 2015. 03:21 PM | 1 Like Like |Link to Comment
  • Apple: Winning The Profit Battle, Losing The Smartphone War [View article]
    Isn't the whole point of capitalism to win the profit battle, not the market share war? Ideally you'd want to win both, but in huge addressable markets that's not always realistic, so wouldn't you prefer to own a company like Apple that is perfectly happy dominating the high end with an aspirational product rather than Amazon or Xiaomi that are targeting the lower end mass market with no regards to profitability or margins and then somehow expect to make it up on volume?
    Jan 29, 2015. 02:23 PM | Likes Like |Link to Comment
  • Why Is MusclePharm Doing So Badly? Here's My Best Guess [View article]
    Yeah, will probably continue to be extremely volatile unless they can get the uplisting, just look at the jump today from 7.75 to 8.40 on nothing.
    Jan 29, 2015. 01:10 PM | Likes Like |Link to Comment
  • Kandi Technologies 2015: Firing From All Cylinders [View article]
    "Q4 number is given by Kandi IR, so this is official."


    So, the company numbers are gospel, and every other data source is "wrong", even the numbers from industry associations and the government?


    Way to be objective and do the due diligence that your followers are counting on when they blindly follow you into the stock.
    Jan 29, 2015. 01:01 PM | 4 Likes Like |Link to Comment
  • Qualcomm Under Attack From All Sides - I Am Avoiding The Stock [View article]
    Wouldn't lower ASPs for the end devices only affect Xiaomi's margins? I mean QCOM is still selling the same chips for the same price to different customers, including Xiaomi, unless they're selling them lower performance chips for cheaper.
    Jan 29, 2015. 12:46 PM | 1 Like Like |Link to Comment
  • Why Is MusclePharm Doing So Badly? Here's My Best Guess [View article]
    Then how come he's a billionaire? What were some of his "disasters"?
    Jan 29, 2015. 11:54 AM | 1 Like Like |Link to Comment
  • The Mixed Bag For The U.S. Housing Market: 2014's Performance In Perspective [View article]
    Well said, I also appreciate the power of investment real estate to build wealth, as we have bought about one rental property per year for the past 5 years and have been very happy with how it's worked out so far.

    Even more baffling to me than the deflationist warnings are the gold bug types that are expecting massive inflation yet still think real estate is in another bubble that's about to burst, when if fact it's the ideal inflation hedge, especially while you can borrow cheaply and pay it back in depreciated dollars from rising rents in the future.
    Jan 28, 2015. 02:45 PM | Likes Like |Link to Comment
  • Time To Eat Your Apple Pie [View article]
    "Live and learn."

    Amen. I will freely admit that back when AAPL first released the iPhone and the stock was at $80 (not split adjusted!) I distinctly remember thinking, "that's stupid, what do they know about phones."

    But rather than being stubborn and digging in my heels and saying "I missed it", I learned from my mistake and years later bought in when they declined to $450 and then $400 and have been very happy, so it's OK to be wrong (we all occasionally are), it's just not OK to refuse to change your mind when the evidence changes.
    Jan 28, 2015. 02:39 PM | 3 Likes Like |Link to Comment
  • Announcing This Week's Outstanding Performance Award Winners - Paulo Santos And David Weinstein [View article]
    Congrats, Paulo, well deserved, although I think your call on CYNK was even better.
    Jan 28, 2015. 02:29 PM | Likes Like |Link to Comment
COMMENTS STATS
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