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capfly01

capfly01
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  • Speculating With Zynga [View article]
    Completely agree.

    Where are the creative leaders and product managers that znga needs?

    Also, mobile games and gamers =/= console games and gamers - using the console playbook won't work here. Let's hope Mattrick et al realize that before it's too late.
    Oct 1, 2014. 11:58 AM | Likes Like |Link to Comment
  • Don't Buy This Dip: The Fed Is Not Your Friend [View article]
    Interesting article. I would have felt it much more credible if it weren't for the misleading scales used in charts 2 & 3 above. By using very different scales, those charts make it look like credit decrease in 2008-2014 was similar in scale to the amount of increase from 2001-2007. Perhaps that was unintentional but it makes me question the validity of the rest of the story and data above.
    Aug 5, 2014. 03:02 PM | 4 Likes Like |Link to Comment
  • Buy Theravance After Pullback [View article]
    Just wanted to add that I have really enjoyed participating in this thread. A good useful exchange of information rather than the "talking of the book" with useless information too often found elsewhere.
    Jul 29, 2014. 10:01 AM | 1 Like Like |Link to Comment
  • Buy Theravance After Pullback [View article]
    Yes, IDIX was a massive win for him and other investors!

    Do you guys have a sense of instrinsic value to GSK of THRX? Trying to figure out possible outlier upside. Thanks!
    Jul 29, 2014. 09:55 AM | 1 Like Like |Link to Comment
  • Buy Theravance After Pullback [View article]
    Thanks for the insights. What's the thinking about what will change to allow insurer coverage to improve? Is GSK's general weakness due to perceived lack of ability in sales/marketing or a weak portfolio of its own? I'm trying to figure out how much it's reasonable to extrapolate GSK's weakness to THRX.
    Jul 29, 2014. 09:51 AM | 1 Like Like |Link to Comment
  • Buy Theravance After Pullback [View article]
    Not being a pharma / biotech investory, I am having a lot of difficulty understanding this company and situation.

    What originally piqued my interest in following THRX was the massive position taken by Seth Klarman at Baupost. As a result, I am very curious what he has been doing with his position over the past week (add / hold / trim).

    Meanwhile, how do I reconcile the $7 PT from Morgan Stanley?

    Does this all just hinge on the clinical trial results or are there other factors at play? If the former, who really has any true insight into future earnings at THRX?
    Jul 28, 2014. 01:17 PM | 1 Like Like |Link to Comment
  • Zynga: It Is Time To Clone Clash Of Clans [View article]
    Many would agree that ZNGA needs to start creating new hits. But, how can a company like ZNGA all of a sudden start creating fresh new hits when it hasn't shown the ability to do so?
    Jul 28, 2014. 01:02 PM | Likes Like |Link to Comment
  • Zynga Can Thrive On The iOS Platform [View article]
    Thanks for a constructive article on how ZNGA can improve.

    What you have pointed out above re: iOS seems so obvious. But why haven't they been able to make that transition already?

    Like the idea of acquisitions. Buy some games but more importantly buy some creative talent.
    Jul 28, 2014. 12:55 PM | Likes Like |Link to Comment
  • Is Zynga A Buy On The Pullback? [View article]
    All this is good and fine but like in hollywood znga needs some hits and all the corporate restructuring will not necessarily bring this about.

    Open questions:

    Can anything be done to spark the creativity machine so that this company can start cranking out a single hit? If so, what? Is the company doing anything in this regard?

    I worry that business types are being brought in to run a company that needs something else...
    Jul 21, 2014. 12:52 PM | 1 Like Like |Link to Comment
  • Why iPhone 6 Won't Reverse Apple's Market Share Decline [View article]
    Great point on ownership profile.

    But will retail investors jump ship from a brand they are in love with? Wouldn't their cognitive bias mess with rational investment decision-making?
    Jun 20, 2014. 10:12 PM | Likes Like |Link to Comment
  • Why iPhone 6 Won't Reverse Apple's Market Share Decline [View article]
    I am long AAPL and one of the reasons that I love the stock so much is because people are so disproportionately in awe of its products relative to their merits (vs the competition). I find it funny, irrational and yet exciting to hear as a long.

    We own products across pretty much all of apple's product lines but also many products from competitors in each of these lines as well, including smartphones. In many of these areas, apple does not have the best product but instead has the easiest product to purchase. If you want to get 80% of the way there in terms of functionality using 50% of the effort while paying 120% of the price, then apple is the way to go. I've done it and lots of others have as well.

    But, please, don't stop with the bashing of competitor products. The more I hear this, the more I think apple investor and buyers are irrational and the more I'm attracted to apple stock. I was on the fence about adding to my long position but reading all these comments has sealed the deal. I'm adding!

    p.s. on a separate note, I'd like the thank the contributor for writing something that has stirred up so much talk.

    p.p.s. yes, market share is not everything (or even anything sometimes, depending on how you define the market), oranges are not apples, yada yada...
    Jun 20, 2014. 09:43 PM | 1 Like Like |Link to Comment
  • Apple Is Acquiring A Fad - Not Quality - And That Is Troubling [View article]
    Continue to be surprised how difficult it is for some to understand that the actual headphone business is not what this deal is about, even though Beats is a dominant player in its segment (despite producing less than audiophile-quality products). Apple could sell off that business later if it wanted to do so.
    May 9, 2014. 08:12 PM | 1 Like Like |Link to Comment
  • Apple Is Acquiring A Fad - Not Quality - And That Is Troubling [View article]
    Thanks to the author for penning this as it is providing a place to talk about the deal.

    Having said that:

    1) Fashion =/= fad. Fashion, design, and style do sell and Apple has masterfully shown how they can be used in the consumer technology world. As the underlying technology looks more and more similar from one phone to another, brand and fashion will matter more and more. Apple's recent hiring of Angela Ahrendts away from Burberry underlines the importance of fashion.

    2) Apple is not about high quality in any one area. It is about a high quality consumer product experience. Most people don't care about high quality audio per se and have absolutely no affinity to all the high end audiophile brands being touted here. Unfortunately there's only a few commenters here that understand this. And, to be clear, yes, I care about high end audio, use sennheiser headphones, esoteric dacs, etc. etc.

    As a long, I hope everyone dumps Apple based on this deal or even the spectre of this deal. I'd love better entry points to add to my position.
    May 9, 2014. 04:48 PM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    @Yigal: Recently made reading these morning articles part of my routine and have to say I'm loving them. Thanks for putting this together every day. Much appreciated!
    Sep 2, 2011. 01:19 PM | 2 Likes Like |Link to Comment
  • Netflix On Last Legs? It's All But Official [View article]
    Thanks for the reply. Your balanced interactions here really help keep things sane. On "real life", how to put an investment thesis into play is the tricky thing, right? It's difficult to time right and have enough in a position to have an impact while managing risk of being wrong on a thesis. :-)
    Sep 2, 2011. 12:34 PM | Likes Like |Link to Comment
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