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Latest  |  Highest rated
  • If YouTube Is Valued At $80 Billion, How Much Is Netflix Worth? [View article]
    Netflix is an extremely valuable franchise. Think about the opportunity in 5 years. 200 million+ subscribers. The investment today in content (negative free cash flow) will all make sense. Netflix is becoming a must-have for a lot of TV viewers.
    Aug 4, 2015. 01:40 AM | Likes Like |Link to Comment
  • Volt Information Sciences: The Turnaround Could Yield 100%+ Over 12-18 Months [View article]
    Great find, Dane.
    Aug 1, 2015. 11:46 AM | Likes Like |Link to Comment
  • Get A Piece Of SunRun At Half Price [View article]
    Interesting idea. Thanks for ther research note.
    Jul 31, 2015. 03:37 PM | Likes Like |Link to Comment
  • Q2 Earnings Should Illustrate RadiSys Crossed A Meaningful Inflection Point [View article]
    Thanks. I generally agree. If the stock remains in the $2s or $3s on continued execution, I would think the company looks attractive to strategic acquirers and the company might want to sell if the market doesn't reprice the stock higher.
    Jul 30, 2015. 08:03 PM | Likes Like |Link to Comment
  • Radisys Delivers Solid Q2 Results And Increases Revenue Guidance [View article]
    One timers with recurring maintenance revenue. RSYS has been successful at closing follow-on orders with customers, however.

    One thing is RSYS is growing its funnel of channel partners which I think will reduce the risk of concentrated end customers. Time will tell, but this company is in much better shape than it was a couple years, or even a couple quarters ago.
    Jul 29, 2015. 03:38 PM | 1 Like Like |Link to Comment
  • If YouTube Is Valued At $80 Billion, How Much Is Netflix Worth? [View article]
    Indeed. The stock will be volatile over the next 5 years, but ultimately I think its poised to be a much higher stock in 2020 (who cares about next quarter if you have a 5+ year horizon?) although I'm sure we'll see some pretty large pullbacks sometime during that timeframe. That's the nature of the market.
    Jul 29, 2015. 02:51 AM | Likes Like |Link to Comment
  • If YouTube Is Valued At $80 Billion, How Much Is Netflix Worth? [View article]
    Good point Gary. Live sports definitely an area for disruption.
    Jul 29, 2015. 02:49 AM | 1 Like Like |Link to Comment
  • If YouTube Is Valued At $80 Billion, How Much Is Netflix Worth? [View article]
    Probably room for more than 1 player given the size of the market we are talking about. AMZN is good, but I think there is lots of share to take from incumbent cable operators. NFLX content library is getting better pretty rapidly. Who would have thought 2.5 years ago that NFLX would win loads of Emmy's?
    Jul 29, 2015. 02:45 AM | 2 Likes Like |Link to Comment
  • If YouTube Is Valued At $80 Billion, How Much Is Netflix Worth? [View article]
    I don't know Boris, but it seems you were short Netflix 100% ago.
    Jul 29, 2015. 02:43 AM | 2 Likes Like |Link to Comment
  • Q2 Earnings Should Illustrate RadiSys Crossed A Meaningful Inflection Point [View article]
    thanks QT. hopefully the stock reacts well to those results tomorrow. I'm happy with them.
    Jul 29, 2015. 02:27 AM | Likes Like |Link to Comment
  • If YouTube Is Valued At $80 Billion, How Much Is Netflix Worth? [View article]
    Guys, it's simple: assuming you believe BofA's valuation of $80 billion for YouTube, that's a 50x on Google's purchase price in 2006. Well, it's actually a 48.5x bagger, but who's counting?
    Jul 29, 2015. 02:23 AM | 1 Like Like |Link to Comment
  • StW Is Seeking Alpha's Top Rated Research Service [View instapost]
    Good work, CD Jr.
    Jul 28, 2015. 08:13 PM | 1 Like Like |Link to Comment
  • 5G: Revolution Not Evolution [View article]
    Nice article, I learned many new things today.
    Jul 28, 2015. 01:41 PM | 7 Likes Like |Link to Comment
  • Q2 Earnings Should Illustrate RadiSys Crossed A Meaningful Inflection Point [View article]
    no problem, thanks for the read.
    Jul 28, 2015. 12:45 PM | Likes Like |Link to Comment
  • Magnetek: Shares Compelling At 7x EPS With 14% Unlevered FCF Yield [View article]
    excellent work, Dane.
    Jul 27, 2015. 12:00 PM | Likes Like |Link to Comment
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