Seeking Alpha

Wilson Wang

View Wilson Wang's StockTalks BY TICKER:
  • Wilson Wang
    $RESCU, SA doesn't even have a ticker for it. Special Sit.
    Oct 8, 10:19 AM
    Reply (1)
    • Jacob Mohs: Thats a fun one. You can easily back into the implied lawsuit win/recovery rate given the price.
      Oct 8, 11:09 AM
      • Wilson Wang
        $GPRO wow. Getting a little ridiculous.
        Oct 7, 10:30 AM
        Reply (1)
        • oLAISAMUFFIN: a little ? i dun understand why the share get so high can you explain ?
          Oct 7, 10:48 AM
          • Wilson Wang
            Zero to One is one of the best books I've ever read.
            Sep 25, 5:44 PM
              • Wilson Wang
                China Dongxiang: A Very Cheap Way To Buy Alibaba $CDGXF
                Sep 19, 4:51 PM
                  • Wilson Wang
                    Wait... Doesn't $YHOO want in on the content business? Does that mean... $AMCX $STRZA are in the crossfire? Boom.
                    Sep 18, 10:59 PM
                      • Wilson Wang
                        $LMCA sum of the parts discount as of this moment -20%.
                        Aug 13, 1:55 PM
                          • Wilson Wang
                            $WAG is looking real cheap.
                            Aug 11, 9:44 PM
                            Reply (1)
                            • Bruce Burnworth: If WAG is looking cheap, then RAD looks real cheap. They are probably both great LEAPS right now.
                              Aug 11, 9:59 PM
                              • Wilson Wang
                                Why is $LMCK trading at a premium to $LMCA????
                                Aug 6, 3:58 PM
                                  • Wilson Wang
                                    $LMCA, Liberty Broadband will be a steal of a lifetime if one figures out how accretive $CHTR 's deal with $CMCSA is!
                                    Aug 5, 2:56 PM
                                    Reply (9)
                                  • View all 9 replies
                                    • roybuckley: Wilson, hope you write some in depth articles soon. They are always a nice read.
                                      Aug 5, 10:24 PM
                                    • Wilson Wang: Check out my spreadsheet on this link. Wilson-TPC is my name.
                                      Aug 5, 10:31 PM
                                      • 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
                                        Jul 21, 8:41 PM
                                        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.
                                          Jul 21, 8:42 PM
                                        • 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.
                                          Jul 21, 8:43 PM
                                          • Wilson Wang
                                            $AMCX already trades at 13-14x EBITDA. What do you think a reasonable buyer would pay for it? 15x? 17x? 10x?
                                            Jul 18, 10:14 AM
                                            Reply (6)
                                          • View all 6 replies
                                            • Wilson Wang: Where was the pro forma? Is it possible for you to send me the link? Thanks!
                                              Jul 18, 12:59 PM
                                            • 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.
                                              Jul 18, 1:15 PM
                                              • Wilson Wang
                                                $STRZA is a bite sized comp for a media juggernaut. $45-$50 buyout this year. $55-$60 next year.
                                                Jul 18, 10:12 AM
                                                  • 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
                                                    Jul 18, 12:23 AM
                                                      • 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
                                                        Jul 17, 9:08 PM
                                                          • Wilson Wang
                                                            I like the new top pro idea section. It looks like the editors took into account the quality and the conviction levels of each idea! Awesome
                                                            Jul 17, 9:05 PM
                                                            Reply (2)
                                                            • Maulik Patel: I'm looking at my homescreen now, where do you see this?
                                                              Jul 17, 10:14 PM
                                                            • Wilson Wang: Well it's the top idea section, but the ideas are a lot more refined.
                                                              Jul 17, 10:22 PM
                                                              • Wilson Wang
                                                                The things happening at $ALCS is getting really interesting. CAS wants an overhaul of the board.
                                                                Jul 15, 3:37 AM
                                                                Reply (2)
                                                                • Special Situations and Arbs: Too much value here. Painful to hold but would love to see new blood. Lot of smart investors in $ALCS as well
                                                                  Jul 19, 1:57 AM
                                                                • Miguel Marecos: For $ALCS current management the peer group is good to compare salaries but not the stock price... go figure!
                                                                  Jul 22, 11:58 AM
                                                                  • Wilson Wang
                                                                    Who else thinks $SODA is really cheap right now?
                                                                    Jul 15, 2:05 AM
                                                                    Reply (1)
                                                                    • Ron Reed: Acq. more now through put sales.
                                                                      Jul 15, 10:54 AM
                                                                      • Wilson Wang
                                                                        $SPLS looks way too cheap. Too cheap to ignore.
                                                                        Jul 12, 8:08 AM
                                                                        Reply (10)
                                                                      • View all 10 replies
                                                                        • Special Situations and Arbs: Also like $COH
                                                                          Jul 19, 1:53 AM
                                                                        • Wilson Wang: Exactly. I've been keeping an eye on it.
                                                                          Jul 19, 4:07 PM
                                                                          • Wilson Wang
                                                                            Feel bad for all the retail guys buying $CYNK. What a scam.
                                                                            Jul 9, 9:17 PM
                                                                            Reply (7)
                                                                          • View all 7 replies
                                                                            • th3Chartist: I wouldn't feel bad until it drops. In the mean time they're sitting pretty.
                                                                              Jul 9, 11:51 PM
                                                                            • connellybarnes: I always feel guilty about my counterparties. Occasionally I lose some money and then I think, 'Good for you, you sly dog [Mr Counterparty]'
                                                                              Jul 10, 7:23 AM
                                                                              • Wilson Wang
                                                                                Anyone know how I can short the Spain bond market? And the high yield bond market through an etf of some sort.
                                                                                Jul 9, 6:40 AM
                                                                                Reply (2)
                                                                                • Atlanta Equity Professional: I don't, Wilson, but I bet that Michael Pettis does. He's an SA contributor. Good luck!
                                                                                  Jul 9, 8:23 AM
                                                                                • losbronces: How about those new 3-year Greek bonds expected to yield under 3%? Spain actually produces some things...
                                                                                  Jul 9, 9:21 AM