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Sean Emory  

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  • Apple Is Building Its Largest Startup Ever [View article]
    Good read. Thanks
    Sep 30, 2015. 09:27 PM | 3 Likes Like |Link to Comment
  • Is Wix A Compelling Value At These Levels? [View article]
    As you know I agree. Some look at the price action and potentially submit to the idea that this stock is too volatile. It is indeed volatile but keep in mind there are various moving parts to the risk premium imbedded in this stock. First it is tied to global growth as the author pointed out with the revenue breakdown. The company is also based in Israel with much of its work force potentially subject to military duties. These two risks are present today and moving the stock. As a long term investor you always look for predictable business models with a runway for growth. While the company is seeing some volatility today, the company does possess a predictable business and runway. Lastly, many deem this company as unprofitable, but the adjusted EBITDA based on collections is positive , which is the true way to calculate earnings for a company like this. Management has informed investors that they are not looking to become the most profitable company today, as they are going after growth. This can lead to great rewards and allow us to hit and surpass the targets set by the author. Definitely a company to follow closely, but great company, product, and management nonetheless. Cheers
    Sep 30, 2015. 03:18 PM | 3 Likes Like |Link to Comment
  • Dorsey to reportedly be named Twitter's permanent CEO; shares rise [View news story]
    Dorsey will fix it
    Sep 30, 2015. 02:08 PM | 13 Likes Like |Link to Comment
  • Costco reports strong comp sales (ex-gas and F/X) in FQ4 [View news story]
    Pretty good report and is pretty good indicator of consumer.
    Sep 29, 2015. 09:53 PM | 2 Likes Like |Link to Comment
  • Builders FirstSource: The Good And The Not-So-Good [View article]
    No talk of merger with ProBuild has me questioning the robust nature of the overall analysis as this is the reason behind the huge move.
    Sep 29, 2015. 04:59 PM | 1 Like Like |Link to Comment
  • Whole Foods Market looks toward tech drivers [View news story]
    Speaks to the job cuts they are making. Efficiency through tech to sustain margins.
    Sep 29, 2015. 01:58 PM | 1 Like Like |Link to Comment
  • GoDaddy: Stock Remains A Sell [View article]
    Usage of P/B valuation is not ideal for a company in this space. Some of the other points made in the article are relevant, but not thorough enough to make a decision on. Just my two cents and constructive feedback.
    Sep 25, 2015. 03:58 PM | Likes Like |Link to Comment
  • Boeing settles class action suit over 401(k) plan [View news story]
    Finally get that out of the way after ten years and everyone knowing it was on the horizon.
    Aug 26, 2015. 06:56 PM | Likes Like |Link to Comment
  • Empire State Manufacturing Unexpectedly Tanks To Recession Low [View article]
    Aug 17, 2015. 02:01 PM | Likes Like |Link to Comment
  • Whole Foods Market increases craft beer push in Texas [View news story]
    They need to roll this concept out nationally to all ovations. Been saying that forever.
    Aug 12, 2015. 02:37 PM | 1 Like Like |Link to Comment
  • MasterCard doesn't keep pace with Visa in Q2 [View news story]
    Not bad but not great. The transaction and dollar volumes are encouraging and sign that the underlying theme remains intact.
    Jul 29, 2015. 08:38 AM | 2 Likes Like |Link to Comment
  • WixEd Is Basically A Low-Cost Affiliate And Marketing Program Launch [View article]
    I agree Dallas and thanks for the share. Investors + users need to understand the strain of creating a website and how easy it is to do so using WIX. To do this one must use the product first. They offer so many things that their peers do not, and they always seem to be several steps ahead. None of their comps have an app market, a robust support system, WIX Shoutouts ,verticals for various lines of business (music, hotels, restaurants, etc.), a proprietary global payment platform, global language offering, and now a clear affiliate program. Pacific Coast makes some decent points, however the "mixed message" remark makes little sense to me. WIX offers a very easy solution to website building with templates ready to point, click, done. However, you can go beyond the templates, and this is where the designers come in. On WIX (and I use the product) can offer some pretty unique design features. Things like manipulating items to get interesting animations. In terms of EBITDA, I think they are at the very beginning of their monetization of their product. Not forgetting to mention they have 0 debt and $2 of cash per share. Their is obliviously risk involved in WIX as there always is in the Tech space, but I believe in management and the opportunity set in the market place in which WIX is going after. The runway for growth is enormous and keeps our models with much higher price targets.
    Jul 13, 2015. 12:54 PM | 1 Like Like |Link to Comment
  • Alibaba's Ma courts U.S. businesses, aims for $1T/year in GMV [View news story]
    If they even come close to that figure the value add to investors is enormous. The network effect is huge. Do not see too many reasons to not like a stocks trading at 18 times 2 year earnings with these growth rates. Governance is clear risk.
    Jun 9, 2015. 05:48 PM | 4 Likes Like |Link to Comment
  • A Leading Website Design Engine Riding The Content Creation Wave [View article]
    Also another note and I have written articles in the past about WIX. The cost intensity of providing quality service will be difficult for someone like GRID to ramp up immediately. If you have been a user of WIX then you have noticed just how far they have come in 3-5 years. WIX is continually evolving and adding new tangible products well before its peers. Their service department is becoming more and more robust. Another thing is the share float, this is a concern and wanted to see your take on that. Last time the company looked to raise capital, the market hated it. Great business model, phenomenal management team, and easy product. All keys to a good business.
    Jun 6, 2015. 11:35 AM | Likes Like |Link to Comment
  • Halliburton declares $0.18 dividend [View news story]
    One of the headwinds is the short interest caused by the merger arb guys going long Baker Hughes, short HAL. Once that settles this one is poised higher.
    May 22, 2015. 07:40 AM | 5 Likes Like |Link to Comment