Seeking Alpha

Ryan Perlowin

 
View as an RSS Feed
View Ryan Perlowin's Articles BY TICKER:
  • Why Google Could Follow Apple Down
    Tue, Mar. 11 GOOG 27 Comments

    Summary

    • Both Revenue and EPS Growth Rates are Slowing at Google.
    • Google's Balance Sheet is Fortified with Cash.
    • As Growth Continues to Decelerate, Use of Cash to Reward Shareholders Becomes the Primary Focus.
    • Google Will Need to Explore Large Scale Acquisitions, Increased Share Repurchases, or Institution of Dividend in the Medium Term to Satisfy Investors.
  • 5 Reasons Why We're Nowhere Near A Nasdaq Crash
    Mon, Mar. 10 QQQ 22 Comments

    Summary

    • The value proposition in 2000 compared with 2014 is apples and oranges as shown in the breakdown.
    • Current tech M&A far less expensive (and less risky) on a per user basis.
    • Today's companies boast strong balance sheets, huge user engagement, highest revenues and earnings in index history.
    • Today, top 10 weighted components of the Nasdaq have $400 billion in cash, equivalents and marketable securities.
    • Recent NASDAQ run grounded; 2000 run based on irrational exuberance.
  • WhatsApp Quietly Announces Biggest Move Yet
    Mon, Feb. 24 FB 29 Comments
  • 1.2 Billion Reasons Why Firefox OS Is Important
    Mon, Feb. 24 AAPL, BBRY, GOOG 3 Comments
  • What's Next For The Mobile Messaging Space?
    Sat, Feb. 22 AAPL, BBRY, FB 13 Comments
  • Don't Buy Netflix
    Editors' Pick • Thu, Feb. 20 NFLX 50 Comments
  • Why This $19bn Is Facebook's Best Move Yet
    Thu, Feb. 20 FB 43 Comments
  • A Top Reason For Netflix's Incredible Run
    Sun, Feb. 16 NFLX 6 Comments
  • Holy Cow, It's Time To (NOT) Panic
    Jun. 25, 2013 SPY 12 Comments
  • The Weekend Update: 5 Diversified Stocks Headed Higher
    May. 26, 2013 FB, HPQ, SPXS Comment!
  • 5 New Diversified Stocks Headed Higher
    May. 20, 2013 QCOM, VXX, HFC 5 Comments
  • The Weekend Rundown - 5 Diversified Stocks Headed Higher This Month
    May. 13, 2013 CLF, GNW, GPS 3 Comments
  • James River Coal Company - Finally A Buy
    May. 12, 2013 JRCCQ 9 Comments
  • 3-D Printing Stocks Printing Profits
    May. 9, 2013 SSYS, DDD 8 Comments
  • Why Yahoo Is Worth $34
    Apr. 26, 2013 YHOO 15 Comments
  • Nokia's Sad Death
    Apr. 26, 2013 NOK 135 Comments
  • Qualcomm Earnings In Line - Doubling My Position
    Apr. 24, 2013 QCOM 14 Comments
  • The New '4 Horsemen'
    Apr. 23, 2013 QCOM, YHOO, NFLX 3 Comments
  • Westmoreland Coal Company Offers Unique 'Mine-To-Mouth' Value
    Apr. 22, 2013 WLB 6 Comments
  • Product Line Expansion Will Be Catalyst For Growth At Crocs
    Apr. 12, 2013 CROX 4 Comments
  • Wells Fargo's Record Quarter
    Apr. 12, 2013 WFC 1 Comment
  • What JPMorgan Earnings Mean For Broader Markets
    Apr. 12, 2013 JPM Comment!
  • Unlock Value In These 4 Financial Stocks
    Apr. 10, 2013 BAC, GNW, JPM Comment!
  • Which Company Will Buy Netflix?
    Editors' Pick • Apr. 4, 2013 NFLX 49 Comments
  • 5 Positions For The Correction
    Apr. 2, 2013 AAPL, FAZ, HD 13 Comments
  • Trading Volatility In James River Coal Company
    Mar. 29, 2013 JRCCQ 4 Comments
  • James River Coal Company's Big Red Flag
    Mar. 13, 2013 JRCCQ 15 Comments
  • Will Genworth Financial Triple?
    Editors' Pick • Mar. 12, 2013 GNW 7 Comments
  • Groupon CEO Search To Hurt Share Price
    Mar. 12, 2013 GRPN 2 Comments
  • Why I'm Still Buying Dell At $14.30
    Mar. 12, 2013 DELL 4 Comments
  • Google Heading Higher
    Mar. 7, 2013 GOOG 4 Comments
  • Apple At Year End: $600
    Mar. 7, 2013 AAPL 42 Comments