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Parker Logan  

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  • Microsoft strikes ad deal with AOL/Verizon; Bing to power AOL search [View news story]
    It's too bad that YHOO didn't get the work.
    Jun 29, 2015. 09:52 PM | 2 Likes Like |Link to Comment
  • SoundHound Could Be A 'Siri'ous Threat To Nuance [View article]
    Yeah sure, sounds like that medical business should be really profitable but it is probably as unprofitable as MDRX.

    Icahn can't remove Ricci, he is stuck. If Ricci leaves, we will revisit.

    There was list of reasons why we sold NUAN, it just happened that SoundHound was the tipping point.
    Jun 29, 2015. 09:10 PM | Likes Like |Link to Comment
  • SoundHound Could Be A 'Siri'ous Threat To Nuance [View article]
    Jerry, Thanks for your comments. We agree, where are the fruits of all that R&D spend?
    Jun 29, 2015. 08:43 PM | Likes Like |Link to Comment
  • SoundHound Could Be A 'Siri'ous Threat To Nuance [View article]
    Donzo, you must know a lot more about Nuance than us. Please enlighten us.
    Jun 29, 2015. 03:00 PM | Likes Like |Link to Comment
  • Adobe: Time To Take Some Profits [View article]
    Sanchit, thanks for pointing it out. There is was a typo in our EV formula. Price target has been changed to $78.

    EV -
    $78 /share * WACSO (508m shares outstanding in 2015)
    minus Cash&Equiv
    plus Debt
    Jun 22, 2015. 12:52 PM | Likes Like |Link to Comment
  • Deere's Low-Quality Earnings Spell Trouble For The Dividend [View article]
    Josh, thanks for the article.

    According to Accrual Ratios (CF & BS) which will help uncover poor earnings quality, DE has very high quality earnings track record.

    I would reassess your thesis.
    Jun 18, 2015. 03:23 PM | 1 Like Like |Link to Comment
  • 3 Reasons Sprint Might Not Have 2 Years [View article]
    Michael,

    Sprint is backed by SoftBank. This is a strategic asset play in the world of converging information distrubutors. I think you need to do your homework b/f you publish.
    Jun 5, 2015. 04:27 PM | 4 Likes Like |Link to Comment
  • ModernGraham Quarterly Valuation Of Autodesk [View article]
    Gal, read "The Intelligent Investor" and you will understand Benjamin's philosophy.
    Jun 3, 2015. 10:57 AM | Likes Like |Link to Comment
  • Nuance And The Rise Of Virtual Assistants [View article]
    Donzo, I'm not happy with corporate compensation and governance either...
    Jun 3, 2015. 10:46 AM | Likes Like |Link to Comment
  • BlackBerry: Security And Services Are Not Enough [View article]
    Blackberry has a strong CEO with Chen, the crowd tends to quickly write-off companies. With plenty of cash and new strategic vision this company can make money.

    Long BBRY
    May 21, 2015. 12:17 PM | 9 Likes Like |Link to Comment
  • Adobe: Time To Take Some Profits [View article]
    A premium for marketing cloud is priced in.
    May 19, 2015. 10:00 AM | Likes Like |Link to Comment
  • National Oilwell Varco Is Worth $34 [View article]
    Shock, did you know industry kiddingly uses the NOV acronym as "no other vendor"?

    I think there are better shorts in the oil business.
    May 18, 2015. 03:16 PM | 10 Likes Like |Link to Comment
  • Tech Bubble? [View article]
    Robert, a lot of these bubble companies are trading at 'take out' valuations. Until the market turns bearish, expect the nose-bleed valuations to continue.
    May 12, 2015. 02:31 PM | Likes Like |Link to Comment
  • Why Bears Are Wrong And Why Netflix Isn't A Bubble In The Making [View article]
    Alex, can you give a fact check

    "Netflix isn't as exposed to the middle-man argument because the other half of its content spend will come from its own in-house productions"

    where did you find this info?

    they have ~10billion in LT obligations, you are saying 50% is for their own productions? From first look, I highly doubt that.

    check my last piece of analysis on NFLX.

    http://seekingalpha.co...

    Thanks.
    May 7, 2015. 02:20 PM | Likes Like |Link to Comment
  • Nintendo: Donkey Kong And The Mobile Jungle [View article]
    thanks for sharing. i will check it out.
    May 6, 2015. 09:02 AM | Likes Like |Link to Comment
COMMENTS STATS
247 Comments
248 Likes