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Peter Larson

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  • Marijuana, Merger Premiums & The Missing Ashraf Eassa [View instapost]
    The free content, you mean.

    MF blatantly cheerleads for stocks they've previously rec'd to newsletter subscribers.
    Apr 14 01:31 PM | Likes Like |Link to Comment
  • Final Estimate For Amazon.com Q1 2014 Revenue Growth [View article]
    Perhaps he is one of those rare cats who is just interested in doing the analysis and not trying to argue with strangers over the internet?
    Apr 9 04:01 PM | 1 Like Like |Link to Comment
  • Liberty Media Sale Creates Decent Buying Opportunity In Barnes & Noble [View article]
    "Books will soon be obsolete in the public schools."
    Thomas Edison, 1913.

    "Some believe the paperless office is not that far off... the use of paper for records and correspondence should be declining by 1980"
    Businessweek, 1975.

    "Print is dead"
    Egan, Ghostbusters, 1984.

    All smart people. All dead wrong.

    Maybe you'll have more luck with your baseless prediction?
    Apr 8 10:27 PM | 1 Like Like |Link to Comment
  • Microsoft unveils Windows/WP updates, universal apps [View news story]
    It says a lot when you're Microsoft and "Halo" is your most promising brand...
    Apr 2 06:03 PM | 3 Likes Like |Link to Comment
  • Is Herbalife A Pyramid Scheme? A Simple Question Of Law [View article]
    I told you I love that movie!

    But it got buried in all the hate.

    You know what I admire most about Ackman and Soros? They are pretty much civil with each other.
    Mar 28 05:37 PM | 1 Like Like |Link to Comment
  • The $127 Billion Market Asteroid [View article]
    It's not a bad analogy- but remember the forest is experiencing a 100 degree heat wave, is dry from an extensive drought, hasn't had a controlled burn in half a decade, and the new park ranger hasn't completed fire training yet.
    Mar 27 11:38 PM | 2 Likes Like |Link to Comment
  • Is Herbalife A Pyramid Scheme? A Simple Question Of Law [View article]
    I love that movie!
    Mar 27 10:22 AM | 1 Like Like |Link to Comment
  • Windstream: Stop Focusing On The Dividend Yield [View article]
    Okay, but what about the absurdly high percentage of future contractual obligations relative to gross profits.

    I realize it's a metric I made up, but I think it's important. The business model carries a high risk of bankruptcy.
    Mar 26 06:14 PM | Likes Like |Link to Comment
  • The $127 Billion Market Asteroid [View article]
    Gold is an element, not an equity.
    You can't truly supply more unless you are a supernova.
    Mar 26 05:53 PM | 2 Likes Like |Link to Comment
  • The $127 Billion Market Asteroid [View article]
    -Bubbles end with supply-

    You know, I've never looked at it that way.

    But it's obvious when you put it out there.

    Good job, Paolo!
    Mar 26 09:41 AM | 11 Likes Like |Link to Comment
  • A Pricier Amazon Prime Could Be The Wrong Step To Generate Profits [View article]
    It still makes sense for people who use it to force Amazon to spend more than $100 in shipping.

    But people who use less than $100 in shipping are likely to quit.

    How does that help the bottom line?
    Mar 18 02:11 PM | 1 Like Like |Link to Comment
  • Amazon confirms new $99 pricing on Amazon Prime [View news story]
    There's a bit of grandfathering for a year, but who cares? That just means they need to keep paying for free shipping without even getting the extra $20.

    Here's the problem; when they admitted that they needed to increase the price of prime, Amazon admitted that they are losing money on the service. It is structurally broken.

    The minor price hike doesn't solve the underlying structural issues. In a year they'll be right back where they started.

    They need to be more creative. Actually restructure the program.
    Mar 13 01:27 PM | 1 Like Like |Link to Comment
  • Anecdotal Evidence - Gold And Cigarettes [View article]
    That's true of cigarettes, cigars, and pipes as well. The cost of a pack of cigarettes includes a lot a taxes, shipping, payments to middlemen, packagers, etc. Profit for the tobacco grower is only a small part of it.

    Getting a nicotine fix requires X mg of nicotine, which is produced from Y grams of raw tobacco. The biochemical yield of the plant doesn't change just because people are using a different device to inhale.
    Mar 8 11:30 PM | Likes Like |Link to Comment
  • Anecdotal Evidence - Gold And Cigarettes [View article]
    I'm not talking about the health effects- I'm talking about the supply chain.

    For the most part, big tobacco companies are monopolies because they own most of the fields where tobacco is grown.

    They don't care if you smoke it as a cigarette, a cigar, a pipe, chew it, use a nicotine patch, or vape it. Whatever, you're still paying for and consuming their product.

    Their name may not be on the vaporizer, but unless the nicotine comes from something other than a tobacco leaf, I suspect vaping is just the latest consumption fad for R.J. Reynolds and such.
    Mar 8 04:17 PM | Likes Like |Link to Comment
  • Anecdotal Evidence - Gold And Cigarettes [View article]
    Where do you think the nicotine in E-cig liquid comes from?
    Mar 7 09:02 PM | Likes Like |Link to Comment
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