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  • What Is Saudi Arabia Thinking? [View article]
    Bravo! Great article.
    Dec 16, 2014. 07:48 PM | Likes Like |Link to Comment
  • Microsoft strikes cloud storage deal with rival Dropbox [View news story]
    This is surprising....I thought this would be a prime opportunity to crush Dropbox by denying them access.
    Nov 4, 2014. 11:24 AM | Likes Like |Link to Comment
  • The Boston Beer Company Has A Secret Weapon, And It Isn't Even A Beer [View article]
    Does it taste good though? Ratings seem to be average for AO, unlike most of SA's beers which tend to be high quality overall.
    Sep 26, 2014. 12:45 PM | Likes Like |Link to Comment
  • Psychemedics: An Undervalued Hair Tester, No Matter How You Cut It [View article]
    What do you think of the potential impact of marijuana legalization on demand for their service?
    Sep 11, 2014. 01:06 PM | Likes Like |Link to Comment
  • SPAR Group's (SGRP) CEO Jill Blanchard on Q2 2014 Results - Earnings Call Transcript [View article]
    Nobody was on the call?
    Aug 14, 2014. 09:56 AM | Likes Like |Link to Comment
  • Fortegra Financial: A Well Diversified Insurance Service Company With 70-100% Upside [View article]
    Good work....although I believe we all had a higher estimate of FV.
    Aug 12, 2014. 09:51 AM | Likes Like |Link to Comment
  • Fortegra Financial: A Well Diversified Insurance Service Company With 70-100% Upside [View article]
    In the last CC, they mentioned about 50-60M million of revenue pickup due to a competitor exiting....should be a small but decent bump in income.
    Jun 30, 2014. 11:14 AM | Likes Like |Link to Comment
  • Who's Winning The Battle Of SaaS, CRM And ERP Among The Big 4 [View article]
    How is 16% of CRM Market considered dominant?
    May 27, 2014. 11:15 AM | Likes Like |Link to Comment
  • No. The Microsoft Surface Pro 3 Will Not Replace My Laptop [View article]
    Surface Pro 3 competes against MBA, not MBP
    May 26, 2014. 11:22 AM | 2 Likes Like |Link to Comment
  • Birner Dental Management Services: Accounting Masks Substantial Value Opportunity [View article]
    Good work. I'm curious to know your thoughts on the following: if Maintenance CapX is only 840k, then should we assume that the rest of the CapX be treated as growth? If so, why has growth been flat for the past few years?
    May 7, 2014. 10:28 AM | 1 Like Like |Link to Comment
  • A Moat Full Of Immortal Dinosaurs [View article]
    I agree, this sector has good economics due to these frictional costs, but I do not see what makes IBM really stand out apart from their large installed base. When it comes to services, this "expertise" can also be sold by their competitors like ACN or the larger Indian IT players.....just IMO
    Apr 23, 2014. 10:30 AM | Likes Like |Link to Comment
  • A Moat Full Of Immortal Dinosaurs [View article]
    IBM's real economic moat is switching costs and installed base.
    Apr 22, 2014. 04:21 PM | 1 Like Like |Link to Comment
  • A Moat Full Of Immortal Dinosaurs [View article]
    What expertise does IBM have that other IT firms don't? They claim to be selling higher value add services for higher price, but I do not see what they can do that their competitors cannot.
    Apr 22, 2014. 04:21 PM | 1 Like Like |Link to Comment
  • Smart Investment Of The Week: Fire Sale Price For This Fallen Russian Media Star [View article]
    Do you know what amount of dividends are tax withheld in Russia?

    EDIT: Found it:


    http://seekingalpha.co...
    Apr 4, 2014. 12:25 PM | Likes Like |Link to Comment
  • Why Red Hat Will Keep Going Higher [View article]
    What do you think of their guidance? Looks like that primarily sank their shares....9% growth in FCF is allright...but a decline.
    Mar 29, 2014. 04:06 PM | Likes Like |Link to Comment
COMMENTS STATS
87 Comments
20 Likes