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Marty Chilberg  

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  • Why Facebook Will Never Make Money With WhatsApp [View article]
    Appreciate the article but I don't understand the investment conclusion. Perhaps as a deep value investor the attractiveness is limited to you but for most this is the best social investment around.
    Step 1) Grow MAU
    Step 2) Network effect increases the relative value of each active user
    Step 3) Monetize the traffic without creating a heavy churn

    Seems like they are on pace. 60% Y/Y increase in Whatsapp MAU occurred despite the cannibilization from Messenger. Did they pay too much? Perhaps so. Is FB an attractive investment today. Absolutely.
    - Performance metrics indicate they can be trusted to monetize MAU.- Revenue and earnings growth > 30%- C16 PE is only modestly higher than growth rate.- The $19b purchase price is a sunk cost and largely irrelevant to the current investment thesis.
    Jun 22, 2015. 01:49 PM | 4 Likes Like |Link to Comment
  • Stellar Fundamentals Obfuscated By Confusing Events At Ashford Hospitality Trust [View article]
    Excellent recap. Look forward to your analysis on the acquisitions.
    Jun 15, 2015. 10:31 AM | Likes Like |Link to Comment
  • Infrequently Asked Questions: TeleCommunication Systems, Inc. [View article]
    Press release out today. Partnership with SYMC to use Trusted Location to improve smartphone security for use in Connected Car, financial services and online gaming as discussed in interview.
    http://bit.ly/1MBoMgM
    Jun 8, 2015. 08:35 AM | Likes Like |Link to Comment
  • A New Purchase For The Durable Income Portfolio [View article]
    Nice article Brad. There are two very strong secular trends that should become strong tail winds for data center REITs. Biometrics for the expected explosion of genomics based diagnostics, and the Internet of Everything which predicts over 1 trillion sensors collecting data within several years.

    Any thoughts on which of the data centers are best positioned for this increased need for data warehousing? Seems like the analyst long term growth rates are largely ignoring it
    Jun 5, 2015. 09:11 AM | 1 Like Like |Link to Comment
  • Cannell Capital Report: TSYS [View instapost]
    Full report does not yet appear available. 16 pages can be seen here
    http://bit.ly/1QpD192
    Jun 3, 2015. 11:41 AM | 1 Like Like |Link to Comment
  • Oncotarget: Research Article [View instapost]
    See also research paper on nsc lung cancer:

    A simplified interventional mapping system (SIMS) for the selection of combinations of targeted treatments in non-small cell lung cancer

    http://bit.ly/1SUnuSx
    Jun 2, 2015. 07:15 PM | Likes Like |Link to Comment
  • What Is The Dark Web? [View instapost]
    http://bit.ly/1HL4kLq
    May 27, 2015. 08:59 AM | Likes Like |Link to Comment
  • Illumina: An Introduction To Next-Generation Sequencing For Oncologists [View instapost]
    Genomics and Cmpanion Diagnostics
    http://bit.ly/1LBJPPV

    Cancer and the Immune System
    http://bit.ly/1LBJPPZ
    May 25, 2015. 09:45 AM | Likes Like |Link to Comment
  • Near Field Communications And The Cloud [View instapost]
    Mifare videos for NFC enabling technology

    http://bit.ly/1eostLp
    http://bit.ly/1eosvmo
    May 24, 2015. 02:23 PM | Likes Like |Link to Comment
  • Freescale Blog: Sensor Analytics [View instapost]
    Useful #IoE presentation by $FSL from a couple years ago. Clear that they have been focused on this opportunity for some time. Freescale was purchased by $NXPI to pursue it

    http://bit.ly/1eomCpB
    May 24, 2015. 01:02 PM | Likes Like |Link to Comment
  • Investment Portfolio: Internet Of Everything #IoE [View instapost]
    $NXPI corporate presentation prior to $FSL acquisition

    http://bit.ly/1FJboYN
    May 22, 2015. 08:19 PM | Likes Like |Link to Comment
  • Investment Portfolio: Internet Of Everything #IoE [View instapost]
    Infineon May 5, 2015 download shows $NXPI and $FSL combine for >14% of automotive semiconductor market making them the market share leader. Source Strategy Analytics

    http://bit.ly/1LuEERO
    May 22, 2015. 08:12 PM | Likes Like |Link to Comment
  • Investment Portfolio: Internet Of Everything #IoE [View instapost]
    Antenna companies also an interesting play for #IoE connectivity http://bit.ly/1LtYrAS
    May 22, 2015. 03:38 PM | Likes Like |Link to Comment
  • Investment Portfolio: Internet Of Everything #IoE [View instapost]
    Tableau picked again by Gartner as top business intelligence and analytics platform
    http://bit.ly/1Ak8asF
    May 22, 2015. 03:28 PM | Likes Like |Link to Comment
  • Investment Portfolio: Internet Of Everything #IoE [View instapost]
    NXPI announcement that they were buying FSL
    http://bloom.bg/1LtWaFM
    May 22, 2015. 03:25 PM | Likes Like |Link to Comment
COMMENTS STATS
443 Comments
833 Likes