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  • The Future Of Seeking Alpha, From One Contributor's Perspective [View article]
    I've been on SA since the earliest days, even sponsored some content back then. Not a heavy user now but rooting for them big time. I'd love to be able to use it more as a platform for something other than marketing a subset of our work.
    Mar 26, 2015. 06:22 AM | 1 Like Like |Link to Comment
  • GoPro Is On Vessel [View article]
    Interesting article. I've been short $GPRO fro some time now and realize that video is a market in flux. $GPRO has a strong position in cameras to be sure which if it can be leveraged into something more durable like a media channel the shares would find a real foundation. I'm a little skeptical but your article suggests the company is having some tactical success in executing the strategy.
    Mar 26, 2015. 06:17 AM | Likes Like |Link to Comment
  • A Response To The Skeptics On NXT-ID [View article]
    We're working on a fuller update note but worth noting that the company continues to make progress toward commercial scale and shipments. Early units have gone out which will give the Wocket a first use in the "real world" of actual customers.

    The company is working through the final steps in preparing to deliver against pre-orders and scale up throughout the Spring.

    Link to press release: http://prn.to/1CrAXfn
    Mar 17, 2015. 10:33 AM | Likes Like |Link to Comment
  • Care.com: An Online Marketplace Of 13 Million Members [View article]
    So what is the company about? They bought a well respected payment processor that is the only profitable part of their business? The rest of care.com seems anything but good at service if you read the online reviews and forums from care givers.

    Brand strategy? Community? (like YELP or ETSY) Competitive advantages? They told a great story to get the IPO done and have since been a huge disappointment since.

    No position on either side of this one. I guess if I were an early investor I'd be happy with the management team allowing me to sell stock into the hype but as a real investor they are not creating value and fail to grasp strategy and how the internet works.
    Mar 12, 2015. 09:14 PM | Likes Like |Link to Comment
  • Care.com: An Online Marketplace Of 13 Million Members [View article]
    These kind of high marketing spend figures show how the company continues to "push on a string" since users don't love the platform. They could fix it but so far haven't shown any desire to do so. They are more keen to push their proprietary payment system on people.
    Mar 2, 2015. 07:50 AM | Likes Like |Link to Comment
  • Care.com: An Online Marketplace Of 13 Million Members [View article]
    Story has lots of promise. Management doesn't appear to understand the internet. They love to talk the story, not so much of the nitty-gritty build your company and make money stuff.
    Mar 1, 2015. 09:32 AM | 1 Like Like |Link to Comment
  • This Chart Is Worth 1,000 Words [View article]
    I don't think anyone has proven they can forecast interest rates, markets, exchange rates or commodity prices with any reliability at all. Best to ignore them all.
    Feb 28, 2015. 02:57 PM | 2 Likes Like |Link to Comment
  • Innodata: Cheap And Forgotten [View article]
    When is the next significant data point or milestone for these guys to judge if they are on track to meet or exceed on IADS and MediaMiser?
    Feb 27, 2015. 07:55 AM | Likes Like |Link to Comment
  • Apple's Electric Vehicle Opportunity [View article]
    I agree it's years away, 5 sounds right. Good sensible analysis here, especially on gross margins. I think it's too early to say whether or not net margins for Apple on a vehicle would be lower than their average today. There's opportunity to lower costs through efficiencies and they have proven to be able to obtain very premium pricing from consumers. And consumers seem to love spending money on cars.

    We've owned Apple for a long time and were talking about the position the other night with some other investors. Our conclusion was that "as long as Apple products and services appear to be gaining market share we've got no reason to sell the stock."

    If they field a credible vehicle then it will add to conviction that this market share gaining position will be intact in 2020. It's all about execution though. We'll see how Mr. Cook does it.
    Feb 20, 2015. 01:09 PM | 5 Likes Like |Link to Comment
  • Mattersight Earnings Preview [View article]
    Intrinsic Value on MATR using pretty conservative numbers gets us to $14.
    Feb 11, 2015. 04:00 PM | 5 Likes Like |Link to Comment
  • Jumping JAKKS And Other Exercises I Avoid [View article]
    This is a great debate. I share the concerns that others have about whether or not JAKK is really building a long-term high margin business that grows with some predictability. However management seems to "get" that they need to leverage their success to build additional business and create repeatable success in the context of relationships like Disney.

    The stock has a checkered history but look at the long-term chart - it's pretty much on the bottom. It's spent most of its life between $10 and $20. I don't know all the history but the market seems to have nothing but doubt at this point, dismissing each good quarter as a "one off" event.

    I remain skeptical but interested and more inclined to the long side of this one than a short.
    Feb 10, 2015. 11:34 AM | 3 Likes Like |Link to Comment
  • Glu Mobile Insider Sales Should Be Ringing Alarms For Investors [View article]
    I am a little surprised that SA decides to publish an "article" which consists of a single insider sale report. I don't think they know what their editorial direction is.
    Feb 9, 2015. 03:44 PM | 7 Likes Like |Link to Comment
  • Silver Springs Deserves A Contrarian Study [View article]
    I'm thinking this piece is even more timely right now - plus the share price is now below $8. The company has built the network - now adding services on top to drive monetization and margins. Probably not a "v stock" in terms of price action but the risk/reward and timing seem good. They are going to announce a new CEO which argues for watching this one closely and seeing who they put in place.
    Feb 9, 2015. 12:20 PM | 1 Like Like |Link to Comment
  • Coherus BioSciences: A Logical Answer With A Biological Molecule? [View article]
    Wow this thing has been amazing. I bought it off the IPO for the long term but it's more than doubled. I sold half and will keep the rest. The blue bird of happiness sings it's sweet song of bio-similars and $CHRS.
    Feb 7, 2015. 08:13 AM | Likes Like |Link to Comment
  • Glu Mobile: The Big Picture [View article]
    $GLUU has accomplished quite a bit over the past year but for some reason they are picked on relentlessly. The recent NY Post Article is more of the same - http://bit.ly/1DsBFVv

    Instead of highlighting how huge a blue bird it is to have a $45M quarter they focus on the decline. It's like finding an old 401K you forgot about with $50K in it but the complaining all day that it was in bonds all these years and really should be $150K now... With GLU Mobile it's always "glass half empty."

    Management does need to do a better job of making it clear that shareholders are the focus and they don't plan to spend their way to market position and see if they can make money then. There's a fear that acquisitions might lead them to a kind of profitless prosperity. Should be an interesting ER.
    Feb 3, 2015. 07:12 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
492 Comments
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