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Mike Arnold, CFA

 
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Latest  |  Highest rated
  • Update: Emerson Radio Springs A Surprise [View article]
    Wow that is a nice dividend for someone who bought yesterday!
    Aug 22 11:15 AM | Likes Like |Link to Comment
  • Radcom: Product Success And Operating Leverage Will Drive Upside [View article]
    Thanks, Tom. Appreciate it.
    Aug 21 11:30 PM | Likes Like |Link to Comment
  • Overstock.com: A High Conviction Idea With 150% Upside [View article]
    That is interesting. Maybe I'll put a note in with IR to see about this point.
    Aug 21 11:23 PM | Likes Like |Link to Comment
  • Overstock.com: A High Conviction Idea With 150% Upside [View article]
    The drop in Google Trend data is not reflected in Overstock's numbers -- sales up 13% in Q2. The Google Trend information is interesting, but far from scientific. According to Alexa, Overstock is the 175th most visited site in the US and 685th globally.

    This space is clearly competitive, but a lot of tailwinds in eCommerce and optionality from the Overstock incubator. Hard to envision a scenario where one loses permanently at a $400 million price.
    Aug 21 01:38 PM | 2 Likes Like |Link to Comment
  • Update: Overstock Expanding Bitcoin Adoption [View article]
    Thanks for the continued coverage here, Jeff.
    Aug 20 01:55 PM | Likes Like |Link to Comment
  • El Pollo Loco: PE 'Bust-Out', 20+ Years Of Failed Domestic Expansion, Pre-IPO Window Dressing Make An Ideal Short [View article]
    Very nice report. Thanks.
    Aug 20 01:06 PM | 2 Likes Like |Link to Comment
  • Overstock.com: A High Conviction Idea With 150% Upside [View article]
    eCommerce as a % of total retail sales continues to climb. Tailwinds for $OSTK et. al. http://on.mktw.net/1oU...
    Aug 18 01:14 PM | Likes Like |Link to Comment
  • Update: Rentrak Q1 Earnings [View article]
    Nice update, MI.
    Aug 15 03:35 PM | Likes Like |Link to Comment
  • Outerwall, Inc: An Attractive Out Of Favor Business [View article]
    Something worth considering: Redbox has only brand new releases in its kiosks. That is to say it isn't competing with streaming services like Netflix. And it is far cheaper than renting via Comcast et. al. I don't think Redbox will go the way of Blockbuster for reasons cited above, and the fact it is a very low capital intensity business. I see people at the Redbox machine almost every time I enter/exit the grocery store.

    I don't have a position, but I think the broken business model thesis is overblown.
    Aug 15 03:06 PM | 2 Likes Like |Link to Comment
  • Overstock.com: A High Conviction Idea With 150% Upside [View article]
    Mr. Byrne announces Dave Nielsen will step back into role as SVP of Biz Development "to manage the incubator." What a great way to describe the role and Overstock -- a well-funded incubator to develop and capitalize on new opportunities.

    http://bit.ly/1oBc09N
    Aug 15 02:43 PM | Likes Like |Link to Comment
  • Elevated R&D Spend Masks Earnings Power At Image Sensing Systems [View article]
    Good.
    Aug 15 09:42 AM | Likes Like |Link to Comment
  • Amdocs Still Has Room To Run [View article]
    Nice write-up; I'm bullish on companies Zohar Zisapel is associated with.
    Aug 14 01:05 PM | Likes Like |Link to Comment
  • Too Many Unanswered Questions For China Ceramics [View article]
    Yikes, sounds fishy.
    Aug 14 11:40 AM | Likes Like |Link to Comment
  • Overstock.com: A High Conviction Idea With 150% Upside [View article]
    Bitcoin expected to add 4c to $OSTK 2014 EPS. Nice little attribution from bitcoin.

    http://reut.rs/1oxbFEW
    Aug 14 10:35 AM | Likes Like |Link to Comment
  • Overstock.com: A High Conviction Idea With 150% Upside [View article]
    Exactly. Q1 is usually FCF negative because they pay their suppliers for holiday sales; i.e., there is a build up of cash, which then is distributed in January. No big deal, need to look at Overstock at least on an annual basis. I think 2.5 or 3% free cash flow margin on $1.5 billion in sales is a good estimate for FCF generation.
    Aug 13 12:29 PM | Likes Like |Link to Comment
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