Check Your Scales: Pandora Is A Net Exporter Of Content [View article]
You just did it again. This is what I wrote here :
"It is quite clear that I bought shorter term puts against Pandora due to technical reasons, and the stock flirting with danger at the $10 level, combined with some of my longer and shorter term views surrounding the company."
This is what your reply with :
"If your reason for buying puts was purely technical, why mix that with fundamental analysis?"
Purely technical? Read what I typed to you, slowly. Read it again. And then, read it again, until you understand that what I said was not at all "purely technical."
How am I supposed to have debate or discussion with you? Either you are purposefully ignoring what I state or you are somehow missing things like reading a story through the holes in a piece of swiss cheese taped to your forehead. The last time you attempted this with one of my articles it was the very same story, and I was forced to debate you with the most basic of statements.
To be fair you do present the other side :
"If it wasn't purely technical, wasn't the fundamental part of your analysis centered around "content and presentation"?"
No, the fundamental part is that I do not believe Pandora, in current form, has near term sustainability, and I question whether or not it is capable of sustaining and competing long term. While I was not as detailed about the fundamental part as I could have been directly within the article, the fundamental part was covered by crosslinked articles I have written before. I wrote a three part in depth very detailed set of articles around the end of February as well, detailing why I felt Pandora was not viable. You are welcome to pull that from my history and read if you like.
To be clear I am not upset with you, but I can't debate you like this... it will be a ton of time wasted with me repeatedly saying "no that's not what I said" or "no that's not what I meant, you missed X or Y."
Sirius XM: Smart Money Not So Smart [View article]
"While it's true that stocks can enter a "lull" in the absence of news, it's nonetheless remarkable that some people in this business take it upon themselves to make news of their own."
Boy did you hit the nail on the head right there....
Sirius XM: The Big Money Keeps Pouring In [View article]
I deal with as I am dealt with or as I see others dealing with others. Duke treats everyone like refuse. Everyone else is stupid, ignorant, etc... The fact of the matter is that there is nothing behind this individual to back up such behavior. I understand duke is your buddy. You often sing her praises and if they disappear you make pleas for them to come back, so I am sure you are aware of the tone and approach they take with others. It is touching that you have such a strong attachment to your mentor but it's not a pot / kettle situation.
The second forward filled X amount in Y time. It has nothing to do with anyone being "fooled." SIRI is heavily traded and if someone needs volume they can get it. A forward will have a price set, and it will be filled at a certain price. The market turned up and the price of SIRI exceeded the price limitations of the second forward. Duke was suggesting that Malone would pull a "pyramid of forward contracts." To be honest if duke was one of the negotiators of the FIRST forward you would think she would have gotten this a bit more "right."
Anyways, she was dead wrong (I don't know why you keep calling duke a "he"?)
"As to The Duke’s under $1 call, here is how it really went since you’re having trouble keeping score. In Nov 2011, Duke said the market would resolve into a Bull or Bear in the next 2-6 mos. IF Bear, SIRI goes to 96c or sub $1. IF Bull, it rallies and blows through $2.44 to set new highs in 2012. HE bet Bear and went short the stock at $1.81. The market ultimately resolved into a Bull and went on to new highs. HE bet wrong but he also told you where the stock was going if in fact he was wrong in 2012. Here’s the best part. The market gave us 2 opportunities to buy the stock at tremendous discounts before seeing new highs in 2012. You’re a SIRI Bull. That much is obvious. The Duke was a Bear at the time. He admitted getting the call wrong. But if you followed along, he said he got it wrong which was all you needed to know. Funny thing is, even HE didn’t listen to his own prediction. The question you should be asking is WHY."
Great! "This stock could go up or down!" How AMAZINGLY prophetic... I've said similar in the past and afterwards thought man... what a cop out. How stupid that sounds... Takes absolutely no intelligence to say that a stock could go up or down.
I don't need to ask any questions of "why." Why waste my energy? Why did the girl say she went short at $1.81? Who cares. You may consume your waking hours (and perhaps your dreams) with why your idol "The Duke" made this action or that action but I have better things to do (like back and forths with NINO apparently...).
"On a side yet somewhat related note, the SI continues to rise since our last discussion. You might think they are 400M bad bets."
I qualify this within the article, and have always done so in articles highlighting the short data. They're bad bets if they are naked shorts, but hedged could be a different story. There are plays one can do which are bullish and include a short on one end.
"I know you prefer transparent, spoonfed info and all. But that’s just not how the guy operates. You and the detractors continue to focus on the wrong calls, as usual."
Of course. Because she's loaded with wrong calls. Like I said the darts are flying fast and furious out of her hands and if you simply focus on the two in the middle you miss that it took 100 tries to get them. Worthless.
nino you say "After Fat Daddy shakes us chumps out of our stock"
But you are short siri. You don't own the stock, you owe the stock. Remember when you posed you sold and had subsequently entered trading with a short position back at $2.40?
In one post you say you have no interest in the stock, in the next you're looking to buy at $2.40, in the next you're saying Malone will rip the company apart....
It's getting old. You're really not adding anything to any discussions here. Please at least be consistent.
Sirius XM: What Fiscal Cliff? Seize Opportunity [View article]
Ok I'll bite on this one too. The author is spending the evening with his girlfriend who is returning home to be with her family for Christmas as of tomorrow, and taking a night off.
Notice the commenter apparently has an attitude problem and is not offering a single thing constructive here. Notice the commenter is apparently sitting at home playing flame troll on the internet rather than doing something productive.
In short, I hope the commenter receives lumps of coal for christmas. Given the uptight nature of his post he could probably produce diamonds with them if he thinks hard enough about where to place them.
To the rest of you, Merry Christmas (and wash your diamonds if you get any, just in case....).
I figure it was short covering on CRB news. LMCA buys will come out in a form 4 over the next few days if there were any, and SIRI could have started buying but I'd be surprised if the company buys here.
I don't want to shift the conversation but the CT thing made me cry today. Felt useless. I really don't know what else to say.
"Licensed NASD broker since 1982, wholesaling house products, $1.2 Billion in sales, NASD licenses: 22,39,7, 24,27, 63"
Then you understand how these planned sales work. Knock it off with the fear mongering and spreading of disinformation. You understand that the sales are through a plan and he has no control of the sale date.
Your comments are deliberately misleading and disruptive. Get outta here.
Sirius XM : With Liberty Buying, Where Does The Share Price Go This Week? [View article]
Just want to make quick mention... be aware of nonsense floating around that Liberty converting their preferred to common will cause "dilution" in the stock. The preferred stake has always been taken into account when reporting earnings and conversion will not affect those earnings in a negative way. Also, converted shares are not suddenly up for sale as Liberty needs to retain them.
302 Million Sirius XM Shares Should Be Delivered To Liberty Media Wednesday [View article]
"Review the "fundamentals" as you see them (or reference a recent article) and make the case for buying stock in SIRI. Use a few valuation metrics as well. Thanks."
Mrs. Dalton? Is that you???
Sheesh for a minute there I thought you were my 7th grade English teacher....
So how would you like me to do this ? Straight P/E? Debt to equity ratio? Book value?
Does it matter? :) Will the Sirius "kool-aid" drinkers care, as you call them? You do remember when you commented in my article in March :
"I see you have a lot of people drinking Sirius kool-aid here. I'll be back, right after March 7, to give you all the scoop and why Pandora will see better returns over the long term"
But you never returned as promised after March 7th to give everyone the scoop? Make you a deal. Seems you have unfinished business since March, and I see you are an author, so once you have produced an article about why Pandora will see better returns over the long term I might entertain your homework assignment.
Check Your Scales: Pandora Is A Net Exporter Of Content [View article]
"It is quite clear that I bought shorter term puts against Pandora due to technical reasons, and the stock flirting with danger at the $10 level, combined with some of my longer and shorter term views surrounding the company."
This is what your reply with :
"If your reason for buying puts was purely technical, why mix that with fundamental analysis?"
Purely technical? Read what I typed to you, slowly. Read it again. And then, read it again, until you understand that what I said was not at all "purely technical."
How am I supposed to have debate or discussion with you? Either you are purposefully ignoring what I state or you are somehow missing things like reading a story through the holes in a piece of swiss cheese taped to your forehead. The last time you attempted this with one of my articles it was the very same story, and I was forced to debate you with the most basic of statements.
To be fair you do present the other side :
"If it wasn't purely technical, wasn't the fundamental part of your analysis centered around "content and presentation"?"
No, the fundamental part is that I do not believe Pandora, in current form, has near term sustainability, and I question whether or not it is capable of sustaining and competing long term. While I was not as detailed about the fundamental part as I could have been directly within the article, the fundamental part was covered by crosslinked articles I have written before. I wrote a three part in depth very detailed set of articles around the end of February as well, detailing why I felt Pandora was not viable. You are welcome to pull that from my history and read if you like.
To be clear I am not upset with you, but I can't debate you like this... it will be a ton of time wasted with me repeatedly saying "no that's not what I said" or "no that's not what I meant, you missed X or Y."
Sirius XM: A Triumphant Week Ahead? [View article]
Thanks for the compliment!
Sirius XM: Smart Money Not So Smart [View article]
Boy did you hit the nail on the head right there....
Sirius XM: 414 Million Shorts Can Be Wrong [View article]
One set has to be.
Owners Of Sirius XM Convertible Debt Spurn Redemption Offer [View article]
Sirius XM: The Big Money Keeps Pouring In [View article]
The second forward filled X amount in Y time. It has nothing to do with anyone being "fooled." SIRI is heavily traded and if someone needs volume they can get it. A forward will have a price set, and it will be filled at a certain price. The market turned up and the price of SIRI exceeded the price limitations of the second forward. Duke was suggesting that Malone would pull a "pyramid of forward contracts." To be honest if duke was one of the negotiators of the FIRST forward you would think she would have gotten this a bit more "right."
Anyways, she was dead wrong (I don't know why you keep calling duke a "he"?)
"As to The Duke’s under $1 call, here is how it really went since you’re having trouble keeping score. In Nov 2011, Duke said the market would resolve into a Bull or Bear in the next 2-6 mos. IF Bear, SIRI goes to 96c or sub $1. IF Bull, it rallies and blows through $2.44 to set new highs in 2012. HE bet Bear and went short the stock at $1.81. The market ultimately resolved into a Bull and went on to new highs. HE bet wrong but he also told you where the stock was going if in fact he was wrong in 2012. Here’s the best part. The market gave us 2 opportunities to buy the stock at tremendous discounts before seeing new highs in 2012. You’re a SIRI Bull. That much is obvious. The Duke was a Bear at the time. He admitted getting the call wrong. But if you followed along, he said he got it wrong which was all you needed to know. Funny thing is, even HE didn’t listen to his own prediction. The question you should be asking is WHY."
Great! "This stock could go up or down!" How AMAZINGLY prophetic... I've said similar in the past and afterwards thought man... what a cop out. How stupid that sounds... Takes absolutely no intelligence to say that a stock could go up or down.
I don't need to ask any questions of "why." Why waste my energy? Why did the girl say she went short at $1.81? Who cares. You may consume your waking hours (and perhaps your dreams) with why your idol "The Duke" made this action or that action but I have better things to do (like back and forths with NINO apparently...).
"On a side yet somewhat related note, the SI continues to rise since our last discussion. You might think they are 400M bad bets."
I qualify this within the article, and have always done so in articles highlighting the short data. They're bad bets if they are naked shorts, but hedged could be a different story. There are plays one can do which are bullish and include a short on one end.
"I know you prefer transparent, spoonfed info and all. But that’s just not how the guy operates. You and the detractors continue to focus on the wrong calls, as usual."
Of course. Because she's loaded with wrong calls. Like I said the darts are flying fast and furious out of her hands and if you simply focus on the two in the middle you miss that it took 100 tries to get them. Worthless.
Why I Am Finally Buying Sirius XM [View article]
But you are short siri. You don't own the stock, you owe the stock. Remember when you posed you sold and had subsequently entered trading with a short position back at $2.40?
In one post you say you have no interest in the stock, in the next you're looking to buy at $2.40, in the next you're saying Malone will rip the company apart....
It's getting old. You're really not adding anything to any discussions here. Please at least be consistent.
Sirius XM: What Fiscal Cliff? Seize Opportunity [View article]
Notice the commenter apparently has an attitude problem and is not offering a single thing constructive here. Notice the commenter is apparently sitting at home playing flame troll on the internet rather than doing something productive.
In short, I hope the commenter receives lumps of coal for christmas. Given the uptight nature of his post he could probably produce diamonds with them if he thinks hard enough about where to place them.
To the rest of you, Merry Christmas (and wash your diamonds if you get any, just in case....).
Sirius XM Shorts Squeezed Badly [View article]
I don't want to shift the conversation but the CT thing made me cry today. Felt useless. I really don't know what else to say.
Mel Karmazin Completes Sirius XM Stock Sales [View article]
"Licensed NASD broker since 1982, wholesaling house products, $1.2 Billion in sales, NASD licenses: 22,39,7, 24,27, 63"
Then you understand how these planned sales work. Knock it off with the fear mongering and spreading of disinformation. You understand that the sales are through a plan and he has no control of the sale date.
Your comments are deliberately misleading and disruptive. Get outta here.
Note To Pandora Investors: You Have No Moat, No Walls [View article]
Sirius XM Investors : Web 2.0, Apple, Pandora, And The Boogeyman Should Not Scare You [View article]
We're all gonna die, apparently. Everything is going to hell :P
Web 2.0 Will Destroy Sirius XM Radio [View article]
"I am always the last one to figure out some technology. Just be patient"
Referring to figuring out how to use Facebook....
Ahhh Kofi... the expert on Web 2.0 a mere 2 years later... ;)
Sirius XM : With Liberty Buying, Where Does The Share Price Go This Week? [View article]
So no, conversion will not dilute the stock.
302 Million Sirius XM Shares Should Be Delivered To Liberty Media Wednesday [View article]
Mrs. Dalton? Is that you???
Sheesh for a minute there I thought you were my 7th grade English teacher....
So how would you like me to do this ? Straight P/E? Debt to equity ratio? Book value?
Does it matter? :) Will the Sirius "kool-aid" drinkers care, as you call them? You do remember when you commented in my article in March :
http://seekingalpha.co...
"I see you have a lot of people drinking Sirius kool-aid here. I'll be back, right after March 7, to give you all the scoop and why Pandora will see better returns over the long term"
But you never returned as promised after March 7th to give everyone the scoop? Make you a deal. Seems you have unfinished business since March, and I see you are an author, so once you have produced an article about why Pandora will see better returns over the long term I might entertain your homework assignment.