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Matthew Levy

 
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  • Can BlackBerry's Patent Power Recharge Its Profitability?‎ [View article]
    The reason to own BlackBerry shares isn't necessarily because you think that the hardware business will do well. They have software, which is top of its class, as well as 1000's of valuable patents and $3.1B in cash. I am not saying the BlackBerry is worth even 1/20th of Apple, but it is worth more than $5 Billion.
    Aug 17, 2013. 06:32 PM | 2 Likes Like |Link to Comment
  • Avoid A Sale - 100% Undervalued: BlackBerry's Potential Playbook [View article]
    They might not have the cash to do so, their investors/holders may not approve, or they don't see the value that we do.
    Aug 13, 2013. 10:25 AM | 2 Likes Like |Link to Comment
  • BlackBerry: What It Will Take For Profitability In FY2016 [View article]
    Great article. Thank you for the read.

    The thing that could throw this off though would be BlackBerry's Internet of things and patent revenue.
    Aug 29, 2014. 01:24 PM | 1 Like Like |Link to Comment
  • Keurig Details Are Not Released: SodaStream Should Continue To Dominate The Home Soda Market [View article]
    Perhaps, but I do think that they could survive by themselves..... more than $450M in revenue from existing customers is almost guaranteed..... buying them out for 1.5x sales (in a worst case scenario) would make great sense especially since they have a very strong balance sheet on top of the revenue...
    Jul 25, 2014. 11:22 PM | 1 Like Like |Link to Comment
  • An End To Our Relationship With Yahoo, A New Era For Equity Research [View article]
    I agree..... anyone can say that Google is continuing to grow or Amazon will likely face competition. I am a culprit of this (once) and try and only write quality articles.... I feel like there isn't much of a reward though for working on an article for 10 hours versus 2.....
    Jul 25, 2014. 03:55 PM | 1 Like Like |Link to Comment
  • Keurig Details Are Not Released: SodaStream Should Continue To Dominate The Home Soda Market [View article]
    SodaStream's margins are about 50% - 55%, and are heavily brought down by their machines. The syrup probably has a margin of around 70% - 80% but I rounded down again (so that SodaStream could easily surpass my expectations).
    Jul 17, 2014. 05:38 PM | 1 Like Like |Link to Comment
  • Keurig Details Are Not Released: SodaStream Should Continue To Dominate The Home Soda Market [View article]
    You are correct. However, I was trying to make a comparison of Keurig Cold, which will most likely replicate a can of coke, and SodaStream. For an even comparison, I rounded down SodaStream's numbers meaning that consumers are getting an even better deal.

    SodaStream is healthier and cheaper for the consumer! A win-win.
    Jul 17, 2014. 05:36 PM | 1 Like Like |Link to Comment
  • The True Winner Of The World Cup And America's Obsession [View article]
    Take your pick - they're basically the same..... ones class A and the other class B (for voting)
    Jul 16, 2014. 08:05 PM | 1 Like Like |Link to Comment
  • The True Winner Of The World Cup And America's Obsession [View article]
    True! And if the USA team continues their run, it can have great effects for Fox.
    Jun 30, 2014. 07:42 PM | 1 Like Like |Link to Comment
  • Tesla Releases Its Patents To Fight Toyota And Hyundai [View article]
    I completely agree - brilliant! My point was that Tesla needs help. They can't compete against Toyota and Hyundai and their resources alone. They need assistance by growing the entire EV market!
    Jun 26, 2014. 10:22 PM | 1 Like Like |Link to Comment
  • Being Bold Matters - BBM Is Worth More Than $5 Billion [View article]
    Thank you for the comment. BBM Money was referred to with "payments" which BBM can provide because of its security.
    Apr 24, 2014. 06:45 PM | 1 Like Like |Link to Comment
  • Being Bold Matters - BBM Is Worth More Than $5 Billion [View article]
    I don't completely understand the question, but users are viewing 1B+ pages each day now.....

    As BBM continues to grow, I could easily see a $5B - $10B valuation once monetized in the next two years....
    Apr 24, 2014. 06:37 PM | 1 Like Like |Link to Comment
  • Being Bold Matters - BBM Is Worth More Than $5 Billion [View article]
    It has been working for them recently, but does not support a strong evaluation.
    Apr 24, 2014. 10:35 AM | 1 Like Like |Link to Comment
  • Low-Priced Stocks To Avoid: Round 10 [View article]
    It's a one time thing, so you can't look at it going forward :)
    Mar 18, 2014. 12:48 PM | 1 Like Like |Link to Comment
  • J.C. Penney Can Make A Profit During 2014 [View article]
    If you want to read the article I wrote BEFORE earnings, I said that JCP has no imminent threat of Bankruptcy. It doesn't mean it can't happen, but it looks like (liquidity wise) we are in the clear.
    Feb 27, 2014. 12:28 PM | 1 Like Like |Link to Comment
COMMENTS STATS
252 Comments
318 Likes