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Teodor Rasa

 
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  • Update: eBay - Down 6% Since The Apple Pay Announcement, And This Is Just The Beginning [View article]
    Why can't people use Paypal with Apple's Pay? This should help proliferate Paypal services...
    Sep 10 02:57 PM | 1 Like Like |Link to Comment
  • Nuance: It's All About The Debt Redemption Baby [View article]
    Ure, I hardly consider $50 million pocket change. As a shareholder, if my company can save $50 million by executing some paperwork. I would expect them to.
    Aug 22 09:09 AM | 2 Likes Like |Link to Comment
  • Aeropostale: Still A Disaster After Falling 70% [View article]
    I hated them $14 but love them at $3 in change.

    Josh, great call.

    However, I do not agree on your long term assessment. Sometimes companies will stumble and have a couple of bad years.

    Speaking of Intrinsic Value? their brand allow could be worth their Market Cap at
    ~300million. I think buying here provides a margin of safety when long term operating avg.'s are taking into consideration.
    Aug 22 09:03 AM | Likes Like |Link to Comment
  • Nuance: It's All About The Debt Redemption Baby [View article]
    Mr. Spacely, that's assuming that the holders would excercise the PUT. If I was a holder, this note provided income and upside if the company did well. Essentially, a dividend paying stock... I don't think my argument is compromised.
    Aug 14 10:45 AM | Likes Like |Link to Comment
  • Proposed Time Warner Transaction Indicates Disney Is Undervalued: Levered Returns Interactive Model Included [View article]
    I agree with your analysis but investing in Disney close to it's private enterprise value or acquisition price doesn't seem very prudent.

    Secondly, their are a short list of buyers... so now were are talking a theoretical value. It's like putting a price take-out price on Apple. Who's coughing up 750 billion?
    Aug 1 08:08 AM | 1 Like Like |Link to Comment
  • Weight Watchers beats by $0.21, beats on revenue [View news story]
    I feel bad for the shorts here, get ready to be squeezed.
    Jul 30 05:10 PM | 1 Like Like |Link to Comment
  • Aeropostale: Why It's A High-Conviction Short All The Way Down [View article]
    their factory is worth $60 mil? they would be lucky to get 25 cents on the dollar for any of their textile equipment. give me a break.
    Jul 29 01:06 PM | 1 Like Like |Link to Comment
  • Bloomberg: Zillow looking to buy Trulia [View news story]
    that's some risky business. not a screaming buy ... but shorting a category leader?
    Jul 24 03:48 PM | 1 Like Like |Link to Comment
  • Sodastream off highs as analyst says LBO "highly improbable to impossible" [View news story]
    Looks like Duffy's gotta a lot of clients short. Nice job on damage control.
    Jul 24 03:46 PM | 3 Likes Like |Link to Comment
  • Billabong And Quiksilver - 2 Similar Financial Paths, 2 Different Strategic Paths [View article]
    BluePac, your comments are from last earnings call.... I think it is open for interpretation and you are spinning it for your short position. ZQK is consolidating manufacturers to improve margins and speed. Fast Fashion is eating everyone's lunch at the moment, look at ARO,AEO,ANF, and traditional department stores.

    The indirect channel wants product cheaper and faster to compete with Fast Fashion retailers... Why should ZQK sell higher-end products at these channels when they will either get marked down or take charge-backs for not selling. Pricing and cost can go a long way.
    Jul 24 02:52 PM | Likes Like |Link to Comment
  • Report: Yahoo buying leading mobile analytics firm Flurry (updated) [View news story]
    Alex, short-sighted and wrong. Both companies are being used as we speak. This is a much needed purchase for mobile ad growth.
    Jul 21 04:01 PM | 4 Likes Like |Link to Comment
  • Caveat Emptor On Goldman Sach's Call On Netflix [View article]
    Paulo, I think GS salesmen were on the phones long before the release to the public. don't you think?
    Jul 2 08:28 AM | Likes Like |Link to Comment
  • Why Apple Can Take Nuance Down [View article]
    Mitu, poorly researched article, period. Apple will need Nuance more than ever with all their voice-recog requirements. You strung together quotes to synthesize pure rubbish and are misleading readers.

    Don't contend to understand the partnership between Apple and Nuance...
    Jul 1 08:38 AM | 8 Likes Like |Link to Comment
  • Billabong And Quiksilver - 2 Similar Financial Paths, 2 Different Strategic Paths [View article]
    I think the turnaround argument for ZQK is that they were never really profitable because of a bloated cost structure. (not just from promo/ads expenses) They were never able to achieve standard returns because of this.

    CEO Mooney is supposed to be the panacea. No turnaround happens in a year, investors need to be realistic.

    Even if Revenues fall to $1.5 billion but stabilize with profitability at a Net Profit margin of 5%. The company would be earning $75mil = $.42/share = P/E: 8.9 at today's price.

    Give it some time. Or one can join the herd on the recent market retail/brand bashing bonanza.
    Jun 21 09:27 AM | Likes Like |Link to Comment
  • Billabong And Quiksilver - 2 Similar Financial Paths, 2 Different Strategic Paths [View article]
    Larmo, who is the pro-surfer brand today?
    Jun 18 09:02 AM | Likes Like |Link to Comment
COMMENTS STATS
155 Comments
127 Likes