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  • 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 | 2 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 -

    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
  • Telenav: A Declining Business With Little Upside Potential [View article]
    Interesting little company $TNAV. If true that they are the LBS system in both GM and the new Ford SYNC3 then I'd expect someone to acquire them.
    Feb 3, 2015. 06:39 AM | 1 Like Like |Link to Comment
  • TubeMogul: Why This Stock Will Go Down The Tubes [View article]
    Seems like a bad name for a company - TubeMogul.

    I think BrightCove ($BCOV) tried this too and failed. Still around though with 100M or so in sales. Just a 2x sales multiple though vs 6x for TubeMogul $TUBE. I think it's hard to get pricing leverage in this business.
    Jan 31, 2015. 08:55 AM | Likes Like |Link to Comment
  • Innodata: Cheap And Forgotten [View article]
    Seeking Alpha basically wanted me to repeat all the fine work you did to get another article published on this stock which is brain dead so I just put up an "instablog" whatever that is on how well the insiders have served as an indicator:
    Jan 30, 2015. 04:26 PM | 1 Like Like |Link to Comment
  • One Word Sums Up Google's Problem [View article]
    It's not over. Google has an amazing collection of businesses but I stick to the fact that they lack strong leadership to bring it together and go forward. Don't forget they have to monetize at least something else at some point. And search may shift to include a much higher social or network graph component. $FB is in a good position there, not great or perfect but if $GOOG doesn't execute they will be exposed. Even $TWTR may have a shot there if everyone gets caught up being too busy counting money from their existing business.
    Jan 30, 2015. 11:34 AM | Likes Like |Link to Comment
  • One Word Sums Up Google's Problem [View article]
    Crisis of leadership been the condition there. Brin and Page have moved on to other things in spirit if not in body. Nobody left to provide the strong leadership needed. Expenses growing faster than execution.
    Jan 30, 2015. 09:32 AM | 8 Likes Like |Link to Comment