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Wilson Wang

 
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  • Wilson Wang
    I sincerely apologize to followers my blunt and miscalculated EPS estimates for airlines. I estimate $AAL 2015 EPS will be 12.
    Jan 6, 3:24 PM
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      • Wilson Wang
        SeekingAlpha article quality is going so low into the drain pipe, I'm "this" close to stop using this site altogether.
        Jan 1, 11:56 AM
        Reply (10)
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        • gymbo: Let's face it; the good stuff is behind the payment curtain. Unfortunately, it doesn't seem to be worth SA's high fees.
          Jan 2, 7:32 PM
        • okey dokey: I believe Chris' pick is already out. That being said, Stay Wilson! Stay!
          Jan 2, 9:10 PM
          • Wilson Wang
            If I had a best idea for 2015, I would've written it by now. Maybe I'm blind, but I haven't found one. Not one.
            12/31/14
            Reply (16)
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            • hat_trick3: crowded? I hardly think so. Not even close.
              Jan 1, 12:39 PM
            • Wilson Wang: Oh lord, I take it back. I estimate $AAL earnings to be 12... for this year... wow...
              Jan 6, 12:53 PM
              • Wilson Wang
                When did all these, "My best idea for _____" come from? It's like everywhere.
                12/31/14
                Reply (2)
                • Investor RockieK: Same every year. Next comes the "First five trading days, so goes the year" articles - then the superbowl articles - then groundhogs day..
                  12/31/14
                • Wilson Wang: hahaha! well said.
                  12/31/14
                  • Wilson Wang
                    $PNTR is looking pretty interesting here... http://seekingalpha.com/a/1llmz Good article by Dane out this morning.
                    11/18/14
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                      • Wilson Wang
                        I really enjoy Dane Capital's work. Will do more research myself after reading this! Worth a read! http://seekingalpha.com/a/1jpe1
                        10/28/14
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                          • Wilson Wang
                            $RESCU, SA doesn't even have a ticker for it. Special Sit.
                            10/8/14
                            Reply (1)
                            • Afanti Arbitrage: Thats a fun one. You can easily back into the implied lawsuit win/recovery rate given the price.
                              10/8/14
                              • Wilson Wang
                                $GPRO wow. Getting a little ridiculous.
                                10/7/14
                                Reply (1)
                                • oLAISAMUFFIN: a little ? i dun understand why the share get so high can you explain ?
                                  10/7/14
                                  • Wilson Wang
                                    Zero to One is one of the best books I've ever read. http://amzn.to/1n3L6HP
                                    9/25/14
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                                      • Wilson Wang
                                        China Dongxiang: A Very Cheap Way To Buy Alibaba $CDGXF http://seekingalpha.com/a/1hpi9
                                        9/19/14
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                                          • Wilson Wang
                                            Wait... Doesn't $YHOO want in on the content business? Does that mean... $AMCX $STRZA are in the crossfire? Boom.
                                            9/18/14
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                                              • Wilson Wang
                                                $LMCA sum of the parts discount as of this moment -20%.
                                                8/13/14
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                                                  • Wilson Wang
                                                    $WBA is looking real cheap.
                                                    8/11/14
                                                    Reply (1)
                                                    • Bruce Burnworth: If WAG is looking cheap, then RAD looks real cheap. They are probably both great LEAPS right now.
                                                      8/11/14
                                                      • Wilson Wang
                                                        Why is $LMCK trading at a premium to $LMCA????
                                                        8/6/14
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                                                          • Wilson Wang
                                                            $LMCA, Liberty Broadband will be a steal of a lifetime if one figures out how accretive $CHTR 's deal with $CMCSA is!
                                                            8/5/14
                                                            Reply (9)
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                                                            • roybuckley: Wilson, hope you write some in depth articles soon. They are always a nice read.
                                                              8/5/14
                                                            • Wilson Wang: http://bit.ly/1ATa1l6 Check out my spreadsheet on this link. Wilson-TPC is my name.
                                                              8/5/14
                                                              • Wilson Wang
                                                                $TWX, if $NFLX is worth 28 billion with its all mightly 50.05 million subs, then HBO would be worth 84 billion by itself. HBO has 147mil sub
                                                                7/21/14
                                                                Reply (2)
                                                                • Wilson Wang: To my estimates, HBO juices out 1.84 billion in annual EBITDA by itself. It's growing at 11%. 17x EBITDA would be appropriate, 31 bil.
                                                                  7/21/14
                                                                • Wilson Wang: In my opinion, $TWX should create a tracking stock for HBO. Let the public market evaluate it, and then decide on an appropriate price.
                                                                  7/21/14
                                                                  • Wilson Wang
                                                                    $AMCX already trades at 13-14x EBITDA. What do you think a reasonable buyer would pay for it? 15x? 17x? 10x?
                                                                    7/18/14
                                                                    Reply (6)
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                                                                    • Wilson Wang: Where was the pro forma? Is it possible for you to send me the link? Thanks!
                                                                      7/18/14
                                                                    • Ted Barac: In the Q1 report, the show a leverage multiple using TTM EBITDA, pf for Chello. You can back out the pf EBITDA number from that multiple.
                                                                      7/18/14
                                                                      • Wilson Wang
                                                                        $STRZA is a bite sized comp for a media juggernaut. $45-$50 buyout this year. $55-$60 next year.
                                                                        7/18/14
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                                                                          • Wilson Wang
                                                                            $TWX, HBO prints about 1.6 billion in operating profit a year, and it's growing at 11% with a gross margin of 65%. $STRZA $CBS
                                                                            7/18/14
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                                                                              • Wilson Wang
                                                                                This is hilarious. $ATHN used the word "adjusted" 56 times in its press release and the word "cloud" 5 times. So it's an adjusted cloud comp
                                                                                7/17/14
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