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Mick Weinstein

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  • Would You Buy The Wix IPO? [View article]
    Thanks for responding, orihamori.
    1. The initial market cap will depend on where shares price. Renaissance Capital: "At the midpoint of the proposed range, Wix.com would command a fully diluted market value of $719 million."
    http://bit.ly/HCFtNm
    2. Not sure how to reconcile what Wix has in the F-1 with this Wix blog post from 2011, which explicitly states: "We recently raised a fourth round of venture capital, attracting $40M... This brings total venture investment in Wix.com to $61M."
    http://bit.ly/HCFvF4
    3. 150% revenue growth in 2010>2011 to ~80% growth since is a deceleration.
    4. Agreed.
    I can understand your enthusiasm. It will be interesting to see how the company develops after the IPO.
    Nov 4 02:48 PM | Likes Like |Link to Comment
  • A Checklist For Investing In Internet Companies [View article]
    That comment from the Foursquare CEO (Dennis Crowley, I presume?) is remarkable and somewhat surprising. Crowley didn't qualify it as a planned opt-in feature?
    Dec 10 07:56 AM | Likes Like |Link to Comment
  • A 4 Point Plan For Yahoo's Digital Media Future [View article]
    Flickr as case in point - prob is ALL our family pics are on Flickr and there's no easy way to transfer out to another service :/ http://gizmo.do/K8APkI
    May 16 10:17 AM | Likes Like |Link to Comment
  • High Conviction: TheStreet.com Is Way Undervalued [View article]
    I'm wondering if the comparisons to MarketWatch and CNET on the basis of revenues only are appropriate. MarketWatch was in rapid growth stage still at the time of its acquisition, and I think it's broadly understood that CBS overpaid for CNET on a multiple basis at $1.8 billion. But DJ wanted a property like MW to access that specific market with that model, and CBS Interactive under Quincy Smith wanted the reach that CNET brought. What assets along these lines would TSCM bring an acquirer?
    Mar 15 04:37 PM | Likes Like |Link to Comment
  • High Conviction: A High Yielding, Low Risk Power and Water Company [View article]
    That could indeed be a challenge, though as indicated the Toronto-traded shares are far more liquid and are available to most US investors through your broker.
    Mar 5 08:07 AM | 5 Likes Like |Link to Comment
  • High Conviction: A Footwear Company That Runs With Generation Y [View article]
    Correction made - thank you for bringing it to our attention.
    Mar 1 01:36 PM | Likes Like |Link to Comment
  • High Conviction: These Stock and Bond Picks Won Cara Goldenberg Dinner With Buffett [Part 2] [View article]
    ISIN XS0297230368 - stated near the top
    Feb 25 12:22 PM | 1 Like Like |Link to Comment
  • High Conviction: This Stock Pick Won Cara Goldenberg Dinner With Warren Buffett [View article]
    Frank Betz was told by Buffett that he receives over a hundred letters a day - and reads them all. Likely many of those are investment ideas.
    Feb 24 01:23 PM | 1 Like Like |Link to Comment
  • High Conviction: This Stock Pick Won Cara Goldenberg Dinner With Warren Buffett [View article]
    Buffett didn't invite her to Omaha because it was news - he did it because he was impressed with her research and process.
    Feb 24 01:20 PM | 1 Like Like |Link to Comment
  • High Conviction: Emerging Markets and These Three Stocks Will Outperform [View article]
    Frank, EEM lagged its benchmark by a full 6.7% in 2009 - doesn't that concern you?
    Good piece from Felix Salmon today on this
    seekingalpha.com/artic...
    referencing Ian Salisbury at the WSJ
    online.wsj.com/article...
    Feb 22 11:18 AM | Likes Like |Link to Comment
  • Large-Cap Stocks and Covered Calls Are Key to 2010 Outperformance - Fund Manager Tyler Vernon [View article]
    Thanks, donzelion - really appreciate the feedback on the series and that you find the investment theses interesting and rewarding.
    Feb 8 05:41 AM | 1 Like Like |Link to Comment
  • Apple F1Q 2010 Earnings Live Discussion [View article]
    Carl is joining us, chano. And Ernie is a very smart writer on Apple - I look forward to hearing his response to earnings today.
    Jan 25 09:36 AM | Likes Like |Link to Comment
  • Google News: 44% of Visitors Scan Headlines Without Clicking Through [View article]
    It's not clear to me that someone who scans headlines on Google News or any other headline aggregator is 'taking a significant share away' from the end source. This is not necessarily a user of that end source, now or ever, so how can you consider it a lost user? Aggregators have been part of the web since its inception - this is a way to consume content on its own.

    This reminds me of the discussion over piracy (though I think nothing ethically questionable is happening with aggregation) - the person who downloads a .mp3 without paying was not necessarily ever going to pay for it elsewhere, so it's not reasonable to consider it 'lost revenue' to those legit sources, as is often claimed.
    Jan 19 03:35 PM | Likes Like |Link to Comment
  • Ben Axler's Highest Conviction Holding: An Undervalued, Smallcap Commodities Stock [View article]
    I asked the questions - I'm the Editor of Seeking Alpha. We're doing a series of such interviews with fund managers, completely on our initiative.
    Jan 13 02:46 PM | 4 Likes Like |Link to Comment
  • Dear Investment Bankers: Please Do Not Ruin the Current IPO Window [View article]
    Kris, what research on IPOs do you read, or do you only do your own?
    Jan 11 09:58 AM | Likes Like |Link to Comment
COMMENTS STATS
107 Comments
121 Likes