Seeking Alpha
View as an RSS Feed


View ValueGrowth's Comments BY TICKER:
Latest  |  Highest rated
  • Electric Cars: Tesla Leads The Wave Of The Future [View article]
    lets factor in that half the car owners in US alone don't have the infrastructure to even charge an electric car, or commute to far to use an electric car effectively.
    Jan 5, 2012. 11:48 AM | Likes Like |Link to Comment
  • Electric Cars: Tesla Leads The Wave Of The Future [View article]
    TSLA is a 100% short in our opinion. We believe electric cars were politically motivated and not based on commercial potential. The infrastructure is not set up to make them viable nor will anyone spend the money to make infrastructure viable.

    Also these cars are not green - where does electricity come from?

    The government want to focus on something viable? Focus on natural gas conversion kits for automobiles. Infrastructurely this would be 100 times easier as existing filling stations could be converted to include natural gas filling capabilities. This technology exists, is affordable, is cleaner, is domestic.

    Our government needs to quit throwing money away in its pet projects like guarantees for Sylondra and TSLA and focus on what actually could work.
    Jan 5, 2012. 11:48 AM | 1 Like Like |Link to Comment
  • Finding Opportunity In China's Energy Revolution [View article]
    Jack - i would have to argue to an extent. China is ahead of the U.S. when it comes to new development of coal fired power plants as well as alternatives.

    The U.S. is actually behind the curve in terms of new technologies with regards to coal fired power plants and scrubbers. China itself is redeveloping the power grid and announced significant plants to do so in the developing regions.

    You are correct with regards to their older plants, but china has the money to spend to build new plants, use new technology, etc. There can be no arguing that coal is going to be their number one form of energy for years to come.

    Administration in the U.S. is focused more on hype and political jargon versus developing cleaner more efficient and cost effective energy. Coal and Natural gas should be the focus. Instead our administration throws money at Solyndra and other bad bets to pad the pockets of their cronies.
    Nov 2, 2011. 01:07 PM | Likes Like |Link to Comment
  • Netflix: To Acquire Or Be Acquired [View article]
    I should have clarified that I always thought that would be an all stock deal if they were to acquire AOL, hence why i believed we would need to see appreciate by NFLX prior as AOL would only be interested in a premium given their desire to do it alone at the moment.

    Good point on DIRECTV. Potentially if they could only pick up or JV with the streaming business.
    Oct 11, 2011. 06:18 AM | Likes Like |Link to Comment
  • Netflix: To Acquire Or Be Acquired [View article]
    Liqddynamite - can you please point out to me where the $4.0 billion in debt is in the financial statements? Maybe I am missing something but I didn't see it.

    Also it appears they have been cashflow positive the last two quarters. Not sure what next quarter will look like give the steps they have taken but I believe some of your statements are factually incorrect.
    Oct 10, 2011. 08:29 AM | Likes Like |Link to Comment
  • Netflix: To Acquire Or Be Acquired [View article]
    You should be short the stock a it has a $6.0 billion equity value and someone thinks there are value there. I would argue there is plenty of value in their foothold in the industry. I think ultimately they do need to secure more content though.
    Oct 10, 2011. 01:36 AM | Likes Like |Link to Comment
  • Netflix: To Acquire Or Be Acquired [View article]
    I said NFLX would buy AOL for the traffic, not NFLX being bought by AOL. NFLX at its current market cap is 4 times bigger and that is after losing half its market cap.

    I agree AOL has done very little but fade away over the years, but over the last 12 months they have made some decent behind the scenes moves and are amassing a lot of original content that can bring real value to AOL.

    AOL as a search engine or email provider is what people know them for but there is much more behind the scenes.
    Oct 10, 2011. 01:35 AM | Likes Like |Link to Comment
  • Is The Play With Content Producers Or Content Distributors? [View article]
    Youtube just announced plans to invest $100 million to commission low-cost content designed exclusively for the Web, people familiar with the matter said. This is big news for the content producers like Dolphin Digital (DPDM.ob) and Warner Brothers (TWC) who seem to be producing just this type of content.

    Looks like content producers might be the way to go the way distributors are chasing original content. This is getting interesting.
    Oct 3, 2011. 02:49 PM | Likes Like |Link to Comment
  • AOL Video Announces Original Video Slate of More Than 15 Original Web Series for Wide Range of Key Audiences, Including Women, Teens and Young Adults and More [View article]
    AOL is taking steps to be a player in the content world. Targeting the younger audiences (tween / teen) is about building customers for the long term, customers that will be and are, accustomed to using the internet for every facet of their life.

    AOL could become a target for NFLX if they continue to secure talent and original content.
    Oct 3, 2011. 12:13 PM | Likes Like |Link to Comment
  • Is The Play With Content Producers Or Content Distributors? [View article]
    We do plan on following up with more detailed analysis, but our determination is that you have to differentiate yourself and think current when dealing with media versus the old stodgy methods of entering new verticals.

    Producers and distributors can create a partnership where both win, but we believe it has to be original content versus just recirculating existing content in another vertical. As you have seen with NFLX and others the price of content, and ability to recirculate existing content easily, makes it very difficult for the distributors to maintain margin.

    When dealing with original content they can both win as its establishing the vertical first, while also gaining distribution rights for other verticals in the future.

    Cambio (AOL) just announced a new deal on original content,which we are supportive of as it enables them to gain viewers, establish a fan base and gives them the ability to up sell the content to other distribution verticals based on viewer acceptance.
    Oct 2, 2011. 12:34 PM | Likes Like |Link to Comment
  • Government Regulations Are Fueling Business Uncertainty [View article]
    This has been the motto of our current administration.

    They talk out of both sides of their mouths and the only reality that comes out is more uncertainty and expanded regulations that are not enforced and just complicate the operating environment and costs for every business.

    Who wins from this? Absolutely no one in the middle to long term!
    Sep 28, 2011. 11:30 AM | Likes Like |Link to Comment
  • Will AOL Go Private? [View article]
    It appears they are focused on building a content value play that separates them from competitors by providing original content aired first on their platform. Cambio is JV of theirs with the Jonas Brothers and many other talented parties.

    They just signed a nice deal today with talented parties in the original content marketplace.


    Cambio Re-Launches with Industry Heavy Hitters Mark Burnett, Warner Bros. Digital Distribution, Dolphin Digital Media

    Slate Financing Deal with Dolphin Digital Media Signed at $10-$12 Million Annually

    Original Content, Live Programming and Enhanced Interactivity Boosts Teen and Young-Adult Online Entertainment Property

    Sep 28, 2011. 11:26 AM | Likes Like |Link to Comment
  • Netflix: The Quest for Original Content [View article]
    Alacra - Good article, i think you might enjoy my comment as an update to the sector and where and who will dominate the original content market.

    I think facebook is becoming a delivery method for original content will make the competitive in the original content market because they have the eye balls. In terms of feature film to streaming category I believe netflix is a winner, but the one group that I wouldn't count out is apple and Itunes
    Sep 25, 2011. 11:24 PM | Likes Like |Link to Comment
  • Facebook Just Schooled The Internet... Again [View article]
    I agree with what you are saying, but facebook is definitely becoming vertical as an organization and opening up to expand to a full media company. I believe that given they clearly already have the users the other content providers will have difficulty getting the eyeballs to leave if they provide the media. Just recently they added the feature to get access to original content through its "Watch" feature -

    This was web series is originally airing on facebook and was created in partnership between Warner Brother and Dolphin Digital Media (DPDM.ob). I wouldn't be surprised to see more original content to come, which is where the internet is going.
    Sep 24, 2011. 02:59 PM | Likes Like |Link to Comment
  • Netflix and Warner Brothers' Win-Win Deal [View article]
    Could be interesting also if they expand it to include original content. We believe original content online is will be king.

    Warner brothers has recently announced its digital content with its partnership with Dolphin Digital Media (DPDM.ob) on creating web series that are very affordable to produce and profitable.

    They have announced H+ and Aim High. This could be a win for Netflix having access to original content that nobody else has.
    Sep 23, 2011. 02:28 PM | Likes Like |Link to Comment
1 Like