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  • The Future Of Pandora [View article]
    There are a lot of things that have to be taken into consideration here for a proper analysis of Pandora (P). Of these are an analysis of the customer base that is most likely to subscribe to paid music services. Pandora can at best be described as a service for casual music listeners. They set the playlist to an artist they like and then don't really care too much about what comes out. The sheer number of Pandora subscribers support this claim (at over 200 million). But the question is who really will pay for the service, the answer is not the casual listener. This can be substantiated by slowing revenue growth. It's true there is some potential in the automobile sector for further revenue to be squeezed out but this has been done in the past by Sirius/XM, which is essentially the same product. The only difference is in the latter, the stations are pre-specified for you by genre and not as fine tuned as a specific Artist/Song. So where will the paying music subscriber go? They will go to services that will allow you to create your own playlists and play specific songs. This is where the real value of music stems from. Services like Spotify and the new Google Service is a direct substitute for the Record/Singles industry, which was a healthy 14 billion dollar a year industry until the rise of napster and the digital era. Pandora is a substitute (albeit a much better substitute) for the Radio industry, which revenue is fragmented at best, and is more finely tuned to the user demographic than Pandora can be due to the millions of possible radio combinations. I'll be writing my counter to this article, you can follow me/check my page for the update.
    May 24, 2013. 02:21 PM | Likes Like |Link to Comment
  • Buy Logitech, It Will Crush 2013 And 2014 [View article]
    Type: Logitech is undervalued right now ONLY IF you price in a potential upside in marketing and innovation*
    Dec 21, 2012. 01:58 PM | Likes Like |Link to Comment
  • Netflix Vs. Coinstar [View article]
    Why are you long CSTR?
    Dec 21, 2012. 01:51 PM | Likes Like |Link to Comment
  • Buy Logitech, It Will Crush 2013 And 2014 [View article]
    Logitech actually is undervalued right now if you price in potential upside in marketing and innovation. Neither of which, they have been able to do with much success. On the innovation side, they have been improving products but no 'game-changers'. and of those products they have re-designed, their ability to market is mediocre. I cite the Solar powered keyboard. Decent addition of old technology for a new use, but no direction in terms of "selling" the product to the consumer.
    Dec 21, 2012. 12:35 PM | Likes Like |Link to Comment
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