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Sameer Advani

 
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  • Declining Real Household Income Calls Continued U.S. Economic Growth Into Question [View article]
    Some blame declining productivity growth, as incremental R&D generates less and less marginal benefit to productivity over time, and with globalization, much of the R&D is readily replicated in lower cost regions so that the benefits are more widespread at a faster rate than in the past. This leads to a faster convergence of living standards where "developed" economies stagnate on a relative basis, and "emerging" economies make vast leaps in productivity and growth.

    I guess the greater existential question is whether americans and europeans need or want a further rise in living standards relative to the rest of the world. When is the standard of living sufficient? We may be reaching the limits of what we can sustainably produce from the earths resources, so in some ways, it is starting to edge towards a zero sum game. Of course, futurists would say there is no limit to human ingenuity and resourcefulness. That may be true, but part of the driving force of rapid innovation in the past was necessity. Do americans and europeans have that burning necessity to make life much better than it already is?
    Jan 24, 2015. 11:09 PM | 1 Like Like |Link to Comment
  • The Oil Price Rubber Band Will Soon Snap Back [View article]
    It's not a supply/demand imbalance, there is demand for any quantity of supply, it's the price that adjusts to clear the market. The oil market is not over supplied. We don't really know what the true marginal costs are for shale producers. As long as the price is above their true marginal cost, they will keep pumping. The petro states will also keep pumping to keep employment high. They pay local wages in local currency, but earn in dollars, hence the rapid depreciation of their currencies, but employment is paramount so they will keep pumping and suffer inflation, which is better than social unrest which is possible if they shut down production.
    Jan 16, 2015. 08:02 AM | Likes Like |Link to Comment
  • The Surprise Of 2015 - Wage Growth [View article]
    Not so sure. As long as there is global excess human and physical capacity there will be a lid on wage growth.
    Jan 15, 2015. 07:12 PM | Likes Like |Link to Comment
  • Vimicro Investors Hold A Worthless Bag [View article]
    you guys really did your homework. nice job.
    Dec 8, 2014. 09:48 PM | 2 Likes Like |Link to Comment
  • Monster Worldwide: Deeply Undervalued With 'Monster' Potential [View article]
    Where's the FCF? A look at their cash flow statement shows that they are investing all of their operating cash flow back in capex. All of their cash flow is coming from depreciation/amortizat...
    Oct 19, 2014. 04:49 AM | 1 Like Like |Link to Comment
  • 3D Systems: Bullish Or Bearish Stance On The Group's Equity Offering? [View article]
    A company will issue stock when management believes the stock is fundamentally overvalued, or the company is in dire straits. Either way, it's never a good sign.
    May 28, 2014. 08:57 PM | 1 Like Like |Link to Comment
  • World Wrestling announces new TV deal but shares -20% AH [View news story]
    that's what you call a smackdown. ouch.
    May 16, 2014. 10:16 AM | Likes Like |Link to Comment
  • World Wrestling Entertainment: A Fundamental Short Opportunity [View article]
    nice call. nice timing.
    May 16, 2014. 10:14 AM | Likes Like |Link to Comment
  • World Wrestling Entertainment Inc.: The WWE Bears Are Missing The Forest For The Trees [View article]
    ouch. that's gotta hurt.
    May 16, 2014. 10:14 AM | Likes Like |Link to Comment
  • Is Plug Power Ready To Move Higher? [View article]
    Yah. No. It's not moving higher until the next fuel cell bubble. Let it go.
    May 8, 2014. 08:01 PM | 2 Likes Like |Link to Comment
  • Plug Power: Ascension To The Big Leagues Is Imminent [View article]
    Let it go. Worthless stock, worthless technology, worthless company and pathetic management. Y'all should have heeded our warnings at $10, 8, 5 and .....
    May 8, 2014. 08:01 PM | 2 Likes Like |Link to Comment
  • Plug Power plunges nearly 8% on secondary offer, short sales [View news story]
    puh leeze

    companies don't do secondary offerings unless they think their stock is wildly overvalued. ever heard of the pecking order of corporate finance?

    plug is a dog with fleas. get over it and move on. nothing to see here.
    Apr 24, 2014. 03:12 AM | Likes Like |Link to Comment
  • Apple Is Running Out Of Cash To Raise Its Dividend [View article]
    Why does it matter? Why should Apple raise the dividend? As a shareholder I would prefer that they invest the free cash flow in positive NPV projects and buyback stock
    Apr 21, 2014. 07:36 PM | 2 Likes Like |Link to Comment
  • Plug Power turns sharply lower as non-binding fuel cell JV fails to excite [View news story]
    Big old wet noodle for breakfast
    Apr 21, 2014. 10:55 AM | 3 Likes Like |Link to Comment
  • Plug Power: Sorting Through The Noise [View article]
    @rayebob, economies of scale? really? they lose money on every unit they deliver. I don't think capacity is the issue. Any real economy of scale will require a massive investment in capex, which means more dilution or more debt.
    Apr 16, 2014. 09:22 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
259 Comments
292 Likes