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  • Some of the iPhone 5's (AAPL) finer details are getting criticized. Among the issues: 1) The iPhone 5 won't support simultaneous voice and data on Verizon and Sprint's 4G LTE networks, unlike many other LTE phones. 2) A $29 adapter meant to link the iPhone 5's new dock connector with older accessories won't work with some speakers. 3) Until they're rewritten, existing iPhone apps will display black borders on the iPhone 5, due to its larger display and new aspect ratio. [View news story]
    we haven't the slightest clue. "selling out" in an hour means nothing when one does not know the number of units involved.
    Sep 16, 2012. 04:51 PM | Likes Like |Link to Comment
  • Egan-Jones downgrades its U.S. debt rating to AA- from AA. "Some market observers contend that a country issuing debt in its own currency can never default since it can simply print," but Reinhart and Rogoff show 70 out of 320 defaults since 1800 have been on local currency public debt. [View news story]
    yawn
    Sep 14, 2012. 07:57 PM | Likes Like |Link to Comment
  • Some of the iPhone 5's (AAPL) finer details are getting criticized. Among the issues: 1) The iPhone 5 won't support simultaneous voice and data on Verizon and Sprint's 4G LTE networks, unlike many other LTE phones. 2) A $29 adapter meant to link the iPhone 5's new dock connector with older accessories won't work with some speakers. 3) Until they're rewritten, existing iPhone apps will display black borders on the iPhone 5, due to its larger display and new aspect ratio. [View news story]
    it's easy selling products when your customers are this stupid! http://bit.ly/TSj7KL (link is to youtube vid of jimmy kimmel showing people the "new" iphone)
    Sep 14, 2012. 08:48 AM | 2 Likes Like |Link to Comment
  • Some of the iPhone 5's (AAPL) finer details are getting criticized. Among the issues: 1) The iPhone 5 won't support simultaneous voice and data on Verizon and Sprint's 4G LTE networks, unlike many other LTE phones. 2) A $29 adapter meant to link the iPhone 5's new dock connector with older accessories won't work with some speakers. 3) Until they're rewritten, existing iPhone apps will display black borders on the iPhone 5, due to its larger display and new aspect ratio. [View news story]
    ...because of supplier issues
    Sep 14, 2012. 08:36 AM | Likes Like |Link to Comment
  • Some of the iPhone 5's (AAPL) finer details are getting criticized. Among the issues: 1) The iPhone 5 won't support simultaneous voice and data on Verizon and Sprint's 4G LTE networks, unlike many other LTE phones. 2) A $29 adapter meant to link the iPhone 5's new dock connector with older accessories won't work with some speakers. 3) Until they're rewritten, existing iPhone apps will display black borders on the iPhone 5, due to its larger display and new aspect ratio. [View news story]
    This phone will flop. Sure, there will be some people upgrading from an old iPhone to this one, but there won't be a ton of people going from 4S to 5 and I don't imagine many switching over from android because of this phone. If anything, uncommitted waiting smartphone buyers have now been pushed to the GSIII or Nexus.
    Sep 14, 2012. 01:46 AM | 2 Likes Like |Link to Comment
  • Monster Energy - The Momo Train Is Letting Off Passengers, Time To Short [View article]
    Excellent article. There are many challenges for the stock, the company, and the category. As someone in a relevant demographic (18-25 year old male), i think that encroachment from lower-price competitors (how Monster took share from Red Bull) or other products (like this: http://amzn.to/Uana0S ) will make the future a bit tougher for Monster.
    Sep 14, 2012. 01:02 AM | Likes Like |Link to Comment
  • The Nexus 7: A Threat To Apple's Current Business Model? [View article]
    Note: the editors wrote the title... but i think that it's a fine way to package this idea.
    Jul 24, 2012. 12:02 AM | Likes Like |Link to Comment
  • The Nexus 7: A Threat To Apple's Current Business Model? [View article]
    the last line in your first paragraph does capture my point. it's not that Google is going to win, it's just that Apple is going to lose.
    Jul 23, 2012. 08:35 AM | 1 Like Like |Link to Comment
  • The Nexus 7: A Threat To Apple's Current Business Model? [View article]
    the Nexus 7 is currently sold out... people are buying.
    Jul 23, 2012. 08:34 AM | Likes Like |Link to Comment
  • The Nexus 7: A Threat To Apple's Current Business Model? [View article]
    I've never shorted Apple, nor do I plan to anytime soon... but I recently made money on CMG's downfall and the same thing could have been written about their chart prior to Friday.
    Jul 23, 2012. 08:34 AM | Likes Like |Link to Comment
  • More on Chipotle (CMG): Comparable restaurant sales +8% Y/Y vs. 10.1% expected. Operating margin 28.3%, +280 bps. 55 restaurants opened during Q2, bringing total count to 1,316. Full-year outlook: Mid-single digit comparable restaurant sales growth and 155-165 new store openings. Conference call at 4:30 ET. Shares -7% AH. (PR)  [View news story]
    same here - look out below. http://seekingalpha.co...
    Jul 20, 2012. 01:59 AM | Likes Like |Link to Comment
  • How Did It All Go So Wrong For Patriot Coal? [View article]
    that could go either way. a lot of PP&E is probably heavily depreciated and may actually fetch more.
    Jul 9, 2012. 10:40 PM | Likes Like |Link to Comment
  • It's Finally Time To Short Chipotle, Part II [View article]
    My pleasure. It took a while, but the big action today helped get it out the door (and credit is due to the SA editors for getting it up quickly).
    Jun 27, 2012. 10:24 PM | 1 Like Like |Link to Comment
  • It's Finally Time To Short Chipotle, Part II [View article]
    i think that's a good estimate of a moderately-disappointing scenerio... that would still be >25x forward earnings. if (and that's a big if) a perfect storm comes to fruition (meaning a couple missed q's in a row), 200 wouldn't be out of the question.
    Jun 27, 2012. 09:55 PM | 1 Like Like |Link to Comment
  • With Surface, Microsoft Enters The Tablet Ring [View article]
    June 18, 2012 - the beginning of the decline of Apple
    Jun 19, 2012. 12:24 AM | 2 Likes Like |Link to Comment
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130 Comments
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