Seeking Alpha

Nitin Gulati

 
View as an RSS Feed
View Nitin Gulati's Comments BY TICKER:
Latest  |  Highest rated
  • Starbucks - Not Suited For The GARP Investor [View article]
    I agree Schulz is one of the best CEO , but I seek value before I invest and at current valuation levels, I don't believe Starbucks share currently are offering growth at a reasonable price.
    Oct 6 11:19 AM | Likes Like |Link to Comment
  • Starbucks - Not Suited For The GARP Investor [View article]
    If you already are long SBUX, you can increase the return of your portfolio by selling upside calls and keep collecting the dividend. It will reduce your net cost as well.
    Oct 5 05:37 PM | 1 Like Like |Link to Comment
  • Starbucks - Not Suited For The GARP Investor [View article]
    Essentially, I am optimistic on the outlook for the business, and believe Starbucks will be able to expand its margins, successfully expand into adjacent product categories but my pessimism builds on the growth not reasonably priced.

    If there is a correction in the market, growth stocks will be the hardest hit.
    I am not a buyer this price but will be a buyer at levels estimated from the model, given there is no macro level deterioration.
    Oct 5 08:12 AM | 1 Like Like |Link to Comment
  • How Much Value Can Apple Watch Create? [View article]
    Autonomous wearable devices will be the game changer in my opinion. Entering in the market with passive-wearable is a step in the right direction.
    Sep 12 05:58 PM | Likes Like |Link to Comment
  • How Much Value Can Apple Watch Create? [View article]
    thomasone

    Multi functional , stand alone devices will indeed the game changer. Passive wearable devices aren't going to change the game.
    Sep 12 05:56 PM | 1 Like Like |Link to Comment
  • How Much Value Can Apple Watch Create? [View article]
    Joeyleeka

    Its a niche product but needs to evolve over time to gain mainstream adoption
    Sep 12 05:53 PM | 1 Like Like |Link to Comment
  • How Much Value Can Apple Watch Create? [View article]
    Cliff,

    That's exactly what I am concerned about. Watch is not a phone which we need all the time. Until and unless watches become stand alone devices which can perform all the functions of a phone , it will remain as a secondary product- which means retention rates for the first couple years will remain low.
    Sep 12 05:52 PM | 1 Like Like |Link to Comment
  • How Much Value Can Apple Watch Create? [View article]
    EGARYE

    Platform-centric business model will remains the recipe to huge profitability in future. In my opinion, through this event Apple clearly demonstrated to its competitors not what is doing but what they couldn't do.

    Sticking to basic fundamentals " Keep it simple for consumers"
    Sep 12 05:46 PM | Likes Like |Link to Comment
  • How Much Value Can Apple Watch Create? [View article]
    thotdoc,
    Point of argument is not that technology is dead but consumers aren't completely ready to add one more device to their arsenal. Technological advancements such a stand alone devices or multi functional would definitely draw in consumers.
    Sep 12 05:42 PM | 1 Like Like |Link to Comment
  • How Much Value Can Apple Watch Create? [View article]
    Hank

    Agreed that Watch could generate revenue from recurring APP subscriptions but all that is speculation at present. We need to see how this will evolve over time. But I do agree that if its takes hold, scalability advantage would be huge.
    Sep 12 05:35 PM | Likes Like |Link to Comment
  • How Much Value Can Apple Watch Create? [View article]
    Please note that $20 billion is not the annual revenue that Apple could generate in its first year from "Watch". Rather I am projecting $4.3 billion in the first year on unit sales of 12.25 million , followed by revenue of $12.2 billion on unit sales of of 35 million. Please read through the table for my estimates on market share, operating margin and reinvestment requirements. Be aware of that this category is not expected to go main stream until stand alone wearable emerge and consumers need more time to adapt multiple devices in their lifestyle.

    This article is an attempt to estimate the enterprise value which " Watch" could create for Apple.

    Hope that helps
    Sep 12 05:29 PM | 1 Like Like |Link to Comment
  • How Much Value Can Apple Watch Create? [View article]
    Joseph
    You are correct , wearable is going to emerge as exceptionally strong category and multi- functionality features will decide the winner for the market share. Apple remains the undisputed leader in integration of software and hardware but monitoring luxury watch makers gradually shift their rhetoric suggests they are aggressively seeking to exploit any marketing opportunity to dissuade consumers from buying it.
    Sep 12 05:20 PM | Likes Like |Link to Comment
  • GoPro: Fully Diluted Market Cap Is Really $10.4 Billion - Stock Could Fall 75%+ [View article]
    One more way to express your short delta bias is to buy OTM calendars, since front months are expensive, you can reduce your net outlay . But this purely depends on what your expectations are ? Do you expect a steep sell off or a gradual decline. At the end of the day it is all about your expectations on volatility which will determine if want to be long gamma or short it.
    Sep 11 08:13 AM | 4 Likes Like |Link to Comment
  • GoPro: Riding The Wave Of Experiential Consumption [View article]
    GoPro recognized the lifestyle transformation which a selfie generation could bring to consumers behavior. They essentially are creating demand for their products by promoting self indulgence
    Aug 27 08:10 AM | 1 Like Like |Link to Comment
  • GoPro: Riding The Wave Of Experiential Consumption [View article]
    'Selfie' generation is transforming lifestyles, and GoPro realized this impact long before their competitors could get their arms around it
    Aug 27 08:07 AM | Likes Like |Link to Comment
COMMENTS STATS
338 Comments
213 Likes