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  • Apple To $140 By End Of May: It's A Mathematical Problem [View article]
    So the point is "Apple is a good company and the market might go higher and so you should own Apple." Okay but not sure where the analysis is there.

    I agree with being long Apple because 1) the continue to gain share (not in units but in gross profit) and 2) it's not expensive.

    I understand the Android/iOS argument (have an Android phone myself) but I think it misses the point that many, many of the most valuable users and potential customers are on iOS. So it's a true platform with huge value. Android offers a ton of value too but it's different.

    I'm curious to see how Microsoft does over the next five years. I think they have a chance to turn it around but it has to start with or include mobile where they seem pretty absent. Business still runs on MS Office even after all this time...
    May 17, 2015. 09:39 AM | 8 Likes Like |Link to Comment
  • Apple: Continuing iPhone Strength Demolishes Bear Case [View article]
    Apple keeps gaining share and will continue to do so until other products exist that are materially better - hasn't happened yet. No reason to sell until that situation changes. All the other stuff Cook v Jobs, Android units, just noise IMO.
    May 15, 2015. 10:47 AM | 9 Likes Like |Link to Comment
  • 2014: A Lost Year For Marrone Bio Innovations [View article]
    I've tried to like this company but the seem infected by bad execution and a lousy attitude. Maybe the low stock price and threat of delisting will get a fire under them. Seems like a good acquisition target based on the existing products and pipeline potential - fire the whole management team of course.
    May 12, 2015. 08:25 PM | Likes Like |Link to Comment
  • 2 Reasons Ignite Restaurant's Near-Term Turnaround Is More Brisk Than You Think [View article]
    Looks like the Crab House business is a disaster if you go read the reviews on Yelp. They have a ton of work to do in order to turn it around. If management can do it the stock would work well. Oversold now so not much risk here.
    May 6, 2015. 11:12 AM | Likes Like |Link to Comment
  • 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
COMMENTS STATS
496 Comments
358 Likes