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  • Apple: Still No. 1 But Slipping Fast [View article]
    Alpha - yes it's true. Apple's consumers are so passionate about their Apple products that they buy the products directly following release date. Thats a good thing. For all intents and purposes it's a seasonal statistic tied to release dates. This guy is 100% cherry picking. The company is aggressively producing cash flows and there are these random writers who don't do much research who just write useless trash. This is irrelevant in my eyes.
    Nov 2, 2013. 12:36 AM | 1 Like Like |Link to Comment
  • Apple: Still No. 1 But Slipping Fast [View article]
    yes -3%... did you read the point I was making? iPad 4 release was Q113 - Y/Y growth? +48%. iPad 3 release on Q212 Y/Y growth? 151%. A7 is getting much better reviews than predecessors. I'd expect solid growth Y/Y especially since many more retail stores now than last year + more locations.
    Nov 1, 2013. 01:45 PM | 4 Likes Like |Link to Comment
  • Apple: Still No. 1 But Slipping Fast [View article]
    You cherry picked a quarter in which Apple had no new release. It was just some random quarter with no trends.
    Slipping fast? Says who? Why don't you show us what happens to shipments in 1Q14 relative to Samsung and their prior year? My bet is that the iPad Air will demolish Samsung and all other competitors. SA is notorious for cherry pickers who like to hate on Apple. What's funny is that Apple has like 30 of these types of data points with Y/Y growth. This guy cherry picked the product that had relatively little growth. Weak analysis.
    Nov 1, 2013. 11:49 AM | 13 Likes Like |Link to Comment
  • Tesla: Very Disruptive And Extremely Irrational [View article]
    Uhhh Joe, I think he said "why would Musk want to team up with [APPLE] when [APPLE] knows nothing about cars?" He's right. Apple knows NOTHING about cars.
    Oct 30, 2013. 10:39 PM | 1 Like Like |Link to Comment
  • Bitcoin Remains Not Viable And Borderline Illegal [View article]
    have you actually tried it? I don't think it's possible ( but yes i know there's an exchange with bitcoin holders).
    Oct 30, 2013. 11:33 AM | Likes Like |Link to Comment
  • Bitcoin Remains Not Viable And Borderline Illegal [View article]
    can't short bitcoins, genius.
    Oct 29, 2013. 09:31 PM | Likes Like |Link to Comment
  • Tesla's Extremely Irrational Price: Part 2 With Bull Case Scenario [View article]
    @Ronny, if you actually believe that there aren't a million BEVs sold every year because "people know there's not that many being produced" then you really don't understand how the auto market functions and what's driving the market. The BEV market is still in early stages and there are still a lot of disadvantages to owning a BEV. Now if you don't even want to accept that as the starting point of a debate, then you're quite irrational in your understanding of this early stage market.
    Oct 29, 2013. 09:29 PM | 1 Like Like |Link to Comment
  • Apple's Earnings Mediocrity [View article]
    Good article - in terms of your focus group comment, the best focus group is Samsung's failed launch of their watch. Perhaps Apple took note and decided not to waste the next big thing on a product that got horrible reviews from the public. As an Apple investors, I was extremely concerned that the iwatch would fail as their intro to wearable tech. I like to see market opportunity and trends before I see Apple enter any category.
    Oct 29, 2013. 02:52 PM | 4 Likes Like |Link to Comment
  • Tesla's Extremely Irrational Price: Part 2 With Bull Case Scenario [View article]
    Market opportunity is measured by ACTUAL demand from customers. Actual demand relative to ICE demand is tiny right now. That's obviously changing as I noted above. Once firms see that ROE from scale is changing, more capital will be allocated by traditional ICE makers towards BEV. What do you think they're going to do? Just sit there and chill? lol
    Oct 29, 2013. 09:50 AM | 1 Like Like |Link to Comment
  • Tesla's Path To A Conservative $500 Per Share [View article]
    Above I meant Tesla would add 1 million car facility... but why not just go with a billion lol. Then you can just multiply your $500 price target by 2000 and say that Tesla's value is $1,000,000 per share lol
    Oct 29, 2013. 08:02 AM | 3 Likes Like |Link to Comment
  • Tesla's Path To A Conservative $500 Per Share [View article]
    Wait a second - you can't just use the number 500,000 as your starting point just because some company has the capacity to build 500,000 cars. Why can't we assume that Tesla will introduce another large facility to build a billion cars - then will you just add 1 billion to 500,000 and say that 1.5 billion BEV vehicles will be produced by Tesla? That is just a very silly thing to do. You have to use more care when creating your starting point. The BEV market this year will produce a total of 45,000 to 50,000 BEV vehicles in US TOTAL!!! Tesla will have 42% share of the market. What do you think is going to happen? ICE is still a growing market globally. The 500,000 figure you speak of could be realized in the year 2075 for all we know. You can't just plug in 500,000 and call it a day. lol

    The year is also very important because we need to understand the competitive framework of the market. Will Tesla have cash rich competitors who can enter BEV comfortably with losses to force Tesla out of market? Will they enter into a price war with Tesla to challenge their profits and their cash flows? How will Tesla react? 500,000 lol. No.
    Oct 29, 2013. 07:44 AM | 3 Likes Like |Link to Comment
  • Bitcoin Remains Not Viable And Borderline Illegal [View article]
    The bitcoin bulls make it sound like this fake currency is a big deal without providing any evidence of why it's a big deal. Their evidence is that other fiat currencies suck. Just because something else isn't perfect, doesn't mean bidding up garbage is a good alternative.
    Oct 28, 2013. 10:06 PM | Likes Like |Link to Comment
  • Tesla's Extremely Irrational Price: Part 2 With Bull Case Scenario [View article]
    OK. Well that's just ridiculous considering Tesla is not even the #1 BEV producer of cars globally. They're also not the #2. The reasons others haven't been interested in allocating capital towards BEV so far is because the market opportunity is tiny. When that changes... competition will assail.
    Oct 28, 2013. 09:57 PM | 2 Likes Like |Link to Comment
  • Bitcoin Remains Not Viable And Borderline Illegal [View article]
    why would they go to bitcoin lol? what economy is backing the bitcoin currency?
    Oct 28, 2013. 05:43 PM | Likes Like |Link to Comment
  • Apple's gross margin solid; Americas growth slows, China improves [View news story]
    Apple's got it all wrong. If only they had negative earnings like Amazon, the stock would just keep going up. Their problem is that they produce huge EPS for their investors.
    Oct 28, 2013. 04:58 PM | 8 Likes Like |Link to Comment
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