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Josh Burwick

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  • ARM Holdings: Imagination's Recent Fall Invites Caution [View article]
    Ashraf-
    If true isnt Intel winning the slot with its Atom chip on the Galaxy tablet the first sign of ARM being displaced and likely to lead to further wins on Android smartphones etc?
    May 21 09:50 AM | Likes Like |Link to Comment
  • hhgregg: Gravity Will Return After A 175% Run Over The Last 6 Months [View article]
    whats your view on hgg's appliance and furniture position as that seems to be where they are focusing
    May 21 09:39 AM | Likes Like |Link to Comment
  • hhgregg: Gravity Will Return After A 175% Run Over The Last 6 Months [View article]
    Awful how Street focused on their comment that comps improved every month and will continue. Even though comps missed by a mile.
    May 21 07:57 AM | Likes Like |Link to Comment
  • hhgregg: Gravity Will Return After A 175% Run Over The Last 6 Months [View article]
    Thank you. I did a write up on GME, similarly it is heavily shorted and stock sitting at new high. Stock only trading at 12x p/e though and they have strong cash position and fcf generation.
    May 20 11:48 AM | Likes Like |Link to Comment
  • hhgregg: Gravity Will Return After A 175% Run Over The Last 6 Months [View article]
    But what is catalyst tonight besides continued weak earnings and will it matter?
    May 20 10:06 AM | Likes Like |Link to Comment
  • hhgregg: Gravity Will Return After A 175% Run Over The Last 6 Months [View article]
    excellent write up. How if at all are you playing earnings tonight, short stock or puts? thanks again
    May 20 08:19 AM | Likes Like |Link to Comment
  • Gamestop: Negative Catalyst(s) Finally Emerging After Years Of Waiting For 52-Week High Darling [View article]
    what exactly is Gakmi?
    May 19 08:39 AM | Likes Like |Link to Comment
  • Gamestop: Negative Catalyst(s) Finally Emerging After Years Of Waiting For 52-Week High Darling [View article]
    From Expert Reviews website--

    Microsoft may be looking to take DRM, currently limited to single-use codes that reward customers that buy their games brand new with additional content, to the next level with the Xbox 720. According to Edge Online, locking games to a single console using similar codes would all but destroy the second-hand market.

    The discs themselves may contain digital watermarks that tie them to a specific one-use code, that once activated would lock the disc to a specific console or Xbox Live account. Eidos co-founder Ian Livingston recently went on record to Destructoid, saying that "with the next Xbox, you supposedly have to have an internet connection, and the discs are watermarked, whereby once played on one console it won’t play on another. So I think the generation after that will be digital-only”. Although this isn't a confirmation, it's a firm nod towards what to expect from the console when it finally becomes official.
    May 18 05:00 PM | Likes Like |Link to Comment
  • Tech Name On Sale And About To Break Out [View article]
    thx
    May 18 04:52 PM | Likes Like |Link to Comment
  • Gamestop: Negative Catalyst(s) Finally Emerging After Years Of Waiting For 52-Week High Darling [View article]
    Couldn't agree more. I would like to see updated short interest post this move to 40.
    May 18 08:01 AM | Likes Like |Link to Comment
  • Gamestop: Negative Catalyst(s) Finally Emerging After Years Of Waiting For 52-Week High Darling [View article]
    Puts as options in general have a defined loss (ie your premium) so if you pay $1.00 per option if GME were hypothetically to go to $100 you lose $1.00 vs shorting a stock you are responsible for the difference between where you shorted say $40 and 100, ie $60 times however many shares short.
    May 18 08:00 AM | Likes Like |Link to Comment
  • Gamestop: Negative Catalyst(s) Finally Emerging After Years Of Waiting For 52-Week High Darling [View article]
    Thanks. Disagree its a growing market. Whats so compelling about this next gen of consoles? The graphics are that much better? Wasnt that tried unsuccessfully last cycle. Nintendo hit the nail on the head with something revolutionary. Clearly this gen will be improved but enough to justify 400 when ps3 and xbox 360 are good enough?
    May 17 03:37 PM | Likes Like |Link to Comment
  • Gamestop: Negative Catalyst(s) Finally Emerging After Years Of Waiting For 52-Week High Darling [View article]
    How expensive are new releases when they are available on xbox 360 vs $60 in store?
    May 17 03:22 PM | Likes Like |Link to Comment
  • Gamestop: Negative Catalyst(s) Finally Emerging After Years Of Waiting For 52-Week High Darling [View article]
    I agree with your point on having value after buying a digital copy whether it be a book, song, or game. I have long thought AMZN and others need to offer some credit for used products or the user should be allowed to lend the used product (maybe a business here but I dont have the technological acumen). Maybe MSFT is savvy and says used game gets you a $10 credit or whatever toward purchase of new digital game? Just an idea. MSFT is in pole position here and GME bulls way too complacent imo.
    May 17 03:21 PM | Likes Like |Link to Comment
  • Gamestop: Negative Catalyst(s) Finally Emerging After Years Of Waiting For 52-Week High Darling [View article]
    Given MSFT"s history dont think they havent been looking at what Steam is doing and putting it in the playbook for the 720.
    May 17 03:11 PM | Likes Like |Link to Comment
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