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Intangible Valuation

 
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  • Intangible Valuation
    $FB's successful monetization is a real lesson about scale. On track to make $3 billion+ in NI -- or around $2.30 per MAU.
    Jul 25, 2:24 PM
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    • Intangible Valuation: It seems far more possible now than it did before.
      Jul 27, 10:49 AM
    • idkmybffjill: do you think it can keep growing at this rate? @ the first sign of a recession, i think facebook's advertising revenues will start shrinking
      Jul 28, 12:30 AM
      • Intangible Valuation
        Just looked at $PLUG again for the first time in a year or so. Those speculators are crazy. 34x sales.
        Jul 22, 11:56 PM
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          • Intangible Valuation
            Kobe: http://bit.ly/1A3d6P7
            Jul 22, 5:57 PM
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              • Intangible Valuation
                Percentage of Companies Beating Revenue Estimates (73%) to Date at Record High: http://bit.ly/1nuul7D
                Jul 21, 12:51 PM
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                  • Intangible Valuation
                    "Over time we expect ... getting onto athenaNet will be not that much different from getting a home on the Airbnb." - Johnathan Bush $ATHN
                    Jul 18, 2:56 PM
                    Reply (2)
                    • Brian Sanders: It's a shame the stock is HTB...margins declining and rev growth unsustainable. S&P analysts have fair value <$80 pps. Oh well.
                      Jul 18, 4:42 PM
                    • Matthew Finston: Fair valuation is $30
                      Jul 28, 10:34 AM
                      • Intangible Valuation
                        $PZZI in goes to sell $10,000,000 in stock... and the stock increases by 16% in price. Fascinating combination.
                        Jul 18, 2:24 PM
                        Reply (4)
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                        • ValueSeekingContributor: $PZZI Visited a Pizza Inn. I think Pie Five is worth more alone.
                          Jul 18, 2:44 PM
                        • Intangible Valuation: That is probably true.
                          Jul 18, 2:46 PM
                          • Intangible Valuation
                            Woot. Alan Mulally, former CEO of $F, joins $GOOG's board. Big fan of that combination.
                            Jul 15, 4:49 PM
                            Reply (7)
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                            • cgloki: Enter the driverless Googlemobile.
                              Jul 16, 12:54 PM
                            • Intangible Valuation: Oh yes! Good political eye cgloki.
                              Jul 16, 3:26 PM
                              • Intangible Valuation
                                "Lisbon-based Banco Espírito Santo missed payments on its short-term debt": http://buswk.co/1rZ8cjt
                                Jul 10, 3:47 PM
                                Reply (2)
                                • Miguel Marecos: The bank didn't miss the payments, the parent company did! People need to separate BES which the bank and GES which is the family business
                                  Jul 11, 6:02 AM
                                • Miguel Marecos: Needless to say that they should all be in jail. BES clients had 2,7 billion exposure to the family business... what a conflict of interests
                                  Jul 11, 7:11 AM
                                  • Intangible Valuation
                                    $PETM Longview Asset Managements agrees with Jana Partners, go for a sale: http://1.usa.gov/1j9bIVB
                                    Jul 7, 3:00 PM
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                                      • Intangible Valuation
                                        The bicycle bubble of the 1890s: http://bit.ly/1mXILXG
                                        Jul 6, 1:31 PM
                                        Reply (2)
                                        • J. Sobes: thanks
                                          Jul 6, 6:11 PM
                                        • techwonk: :-)
                                          Jul 6, 8:02 PM
                                          • Intangible Valuation
                                            Number of IPOs rises to highest total since 2000: http://bit.ly/1mc9RhL
                                            Jul 3, 1:50 PM
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                                              • Intangible Valuation
                                                Immorality: http://to.pbs.org/TsGvAJ
                                                Jun 28, 3:32 PM
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                                                  • Intangible Valuation
                                                    Polaris Industries: An "Anything But Cars" Manufacturing Gem $PII http://seekingalpha.com/a/1cas7
                                                    Jun 5, 6:53 PM
                                                    Reply (6)
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                                                    • Intangible Valuation: Not sure snoopy1. I'll have to do a study and get back to you.
                                                      Jul 25, 2:42 PM
                                                    • Snoopy1: Thx for the reply. After the nice earnings report, what is your suggested buy point? BTW, saw an Indian motorcycle - looked REALLY nice.
                                                      Jul 25, 2:51 PM
                                                      • Intangible Valuation
                                                        The Fresh Market: A GARP No-Brainer In A Fabulous Market $TFM http://seekingalpha.com/a/1bwdv
                                                        May 24, 5:00 AM
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                                                          • Intangible Valuation
                                                            Southside Bancshares: Great Bank, Sold Off For Shortsighted Reasons $SBSI http://seekingalpha.com/a/1boen
                                                            May 20, 5:00 AM
                                                            Reply (1)
                                                            • chevybb: I bought in at 25.82 based on your article, thanks.
                                                              May 20, 10:06 AM
                                                              • Intangible Valuation
                                                                Meet Jonathan Bush, CEO of athenahealth: http://bit.ly/1uHIdwT $ATHN
                                                                May 8, 6:53 PM
                                                                Reply (6)
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                                                                • invest 2 grow: wow, this was a great short short for me the other day. Based on these videos it may be a great long short.
                                                                  May 8, 11:18 PM
                                                                • Brian Sanders: Great short candidate based on mgmt, valuation AND catalysts from earnings/einhorn. What rational investor would buy into this business?
                                                                  May 9, 12:52 AM
                                                                  • Intangible Valuation
                                                                    Mortgage Originations "Plunge": http://on.wsj.com/1rtw9g4 $CFNL & many others
                                                                    Apr 25, 12:24 PM
                                                                    Reply (2)
                                                                    • gsterling: Not many people left looking to refinance at this point. Housing doing pretty well here in South Florida!
                                                                      Apr 25, 1:33 PM
                                                                    • Robin Heiderscheit: Housing still overvalued in much of the country relative to income, esp. post Obamacare where many are getting 100% premium (tax?) increases
                                                                      Apr 25, 2:49 PM
                                                                      • Intangible Valuation
                                                                        FactSet: Obvious GARP Play With A Superb Business Model $FDS http://seekingalpha.com/a/1a7jl
                                                                        Apr 24, 5:00 AM
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                                                                          • Intangible Valuation
                                                                            Thomson Reuters: Big Without 'Scale,' But The Times Are Changing $TRI http://seekingalpha.com/a/1a2f5
                                                                            Apr 19, 8:55 AM
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                                                                              • Intangible Valuation
                                                                                Morningstar: Great Business, Fairly Valued Stock $MORN http://seekingalpha.com/a/19wct
                                                                                Apr 15, 9:23 PM
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