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Mayank Rasu

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  • Netflix: 6 Bucks For A Penny [View article]
    One of the best articles on NFLX out there. Thanks for the invaluable insights. As you have summed up fairly accurately, the valuations for NFLX does not seem to matter at all which is extremely frustrating indeed.
    Jan 29 10:30 AM | 1 Like Like |Link to Comment
  • There Is More To Leap Wireless Than Merger Speculation [View article]
    Congrats to everyone who made money on this trade.
    Jul 12 11:14 PM | Likes Like |Link to Comment
  • Avis Budget Group: Plenty Of Upside Remaining [View article]
    I got my numbers from Capital IQ. Capital IQ is pooling "Vehicle Depriciation and Lease Charges" in the COGS which is technically correct because for an equipmnet leasing company, the annual depriciation of the vehicles it leases out is the direct cost of leasing services sold (Something similar to the fixed accounting cost of running a leasing business). The 47% odd gross revenue that you have mentioned is ignoring this expense. If you ignore this expense, Hertz would obviously have a higher margin because they have a much bigger (and compratively poorly managed) fleet. In the rental industry, the key is who makes more money per equipment and the last time I checked, Avis did outperform Hertz in that respect.
    Jun 12 02:02 PM | Likes Like |Link to Comment
  • Synthetics Rise From The Dead [View article]
    Do we not learn anything from our mistakes? Has the music started again?
    Mar 21 06:01 PM | Likes Like |Link to Comment
  • Google Investors Need To Ignore The Google Glass Effort [View article]
    Back in the 80s someone must have thought the idea of carrying your phone with you crazy. The first cellular phones were indeed bulky and ugly. However, that innovation paved way for a communication revolution. Wearable computing is the future whether you like it or not and Google Glass has already defined the paradigm of this industry. frivolous arguments such as people hate glasses, risk of ADS, People don't want to consume information this way etc. will continue until the glasses start flying off the shelves.
    Mar 7 02:01 PM | Likes Like |Link to Comment
  • Google's Chromebook And Why It WIll Keep Selling [View article]
    I have been trying to find the answer to your question for sometime but could not get any reliable info on this. However, it appears that just like Android, Google is not making any money directly from the sale of these chromebooks (It would through the sale of Chromebook pixel as that's an in house product). However, they make money by keeping people longer on web (more click revenue), and also charge money to end users for online hard drive.
    Mar 6 12:18 PM | Likes Like |Link to Comment
  • Google Glass: A Pathbreaking Innovation Which Can Disrupt Numerous Industries [View article]
    Thanks Derek for your feedback and insights. Google will definitely have to address the health risks that this device may pose. Fighter pilots go through a rigorous training before they don such headsup display. Potential consumers like you and me won't have that luxury.
    Feb 25 07:07 PM | Likes Like |Link to Comment
  • There Is More To Leap Wireless Than Merger Speculation [View article]
    Thanks for your comment and feedback. Sprint has given fuel to further speculation by stating that they have further appetite for spectrum despite their acquisition of Clearwire. Leap already uses Sprint network for roaming and the two firms have settled their contractual dispute speedily and amicably so a corporate marriage may be in the offing. Given, the depressed stock price, I will not be surprised if there is an offer sooner than many analysts expect.
    I also agree that my subscriber growth projection is a bit aggressive. However, this is substantially less than that of T-Mobile and an astute management should be able to achieve these targets.
    Feb 21 05:00 PM | Likes Like |Link to Comment