Seeking Alpha

Island_Dweller

Island_Dweller
Send Message
View as an RSS Feed
View Island_Dweller's Comments BY TICKER:
Latest  |  Highest rated
  • It's Official: Twitter Is Junk [View article]
    In other unrelated news, old man yells at a cloud.
    Nov 15, 2014. 10:05 PM | 2 Likes Like |Link to Comment
  • It's Official: Twitter Is Junk [View article]
    So basically the article is emphasizing something that was officially announced a week ago by Twitter itself and for anyone paying attention was information accessible to the public for anyone willing to find it.

    How about an article with actual substance and insight:

    http://bv.ms/1veJ3DJ
    Nov 14, 2014. 08:49 PM | Likes Like |Link to Comment
  • Twitter Remains The Most Misunderstood Company In Tech [View article]
    Few stocks come to mind as polarizing as TWTR in the investment community (AMZN maybe?). As an investor, developing a love/hate relationship with any stock is probably the least effective way to make money, TWTR is no exception. Are you getting on the ground floor of a surefire ride to cloud 9, or are you boarding a sinking ship?

    As TWTR tries to find its identity as a company the same goes for the stock, presenting in my opinion an opportunity to make money for aggressive investors. The company is growing, no one can deny this, and it remains to be seen how much growth can actually be achieved, therein lies the value or trap. I think there's significant untapped value yet to be unlocked with this company.

    Given how defensive and at the same time aggressive mgmt. has been to defend the company and spotlight its vision I think investors can take solace in the fact that the company is firmly imbedded in the future of the internet both mobile and corded. Now what we need is bold execution.

    Why is TWTR here to stay?

    Real time info beats delayed info particularly when that info can cause action and reactions the likes of which has never seen before or thought possible. Examples such as a tweet from a frustrated passenger on an airplane causing the company to respond directly and do their best to rectify the situation, in mere minutes. How about this example where Carl Icahn added $17 billion to Apple's market cap with 2 tweets. (granted this happened a little more than a year ago but the fact remains)

    Another point is when a service gives power to the consumer who knows how to utilize it properly, it gets a thumbs up from me and it should from you too. This is on top of the countless other uses TWTR provides. Breaking news is found on a tweet, controversial news is found via a tweet, useful news, and one thing an investor lives and dies by is information as quickly as possible.

    I don't understand how people refuse to see the power of this platform.
    Nov 14, 2014. 07:39 PM | 1 Like Like |Link to Comment
  • Mobile Is Twitter's Story... And Twitter's Story Is Mobile [View article]
    Please name another service that can disrupt corporations, produce overnight celebrities, incite activism, spotlight sudden grassroots charities, influence elections, invoke apologies as well as escalate drama, connect the user to the "horse's mouth," and so on.

    People that have used or have been using the service notice the experience is unique, it's up to the company to make it easier and more accessible for the others that merely follow instead of interact.
    Nov 14, 2014. 07:44 AM | 3 Likes Like |Link to Comment
  • Mobile Is Twitter's Story... And Twitter's Story Is Mobile [View article]
    Always nice to have a chuckle when someone impersonates a Yahoo message board member.
    Nov 14, 2014. 07:36 AM | 1 Like Like |Link to Comment
  • Pity The Hedge Fund Manager [View article]
    I just don't see ANF remaining under 30 for long. It has bounced from these levels going back to 2010. There are 5 "V"s I count when the stock has reached current levels going back 5 years. Granted past performance is not indicative of future performance and a value trap is always possible, but 5 times is 5 times. It leaves me with a certain impression, and it points to dipping my toe in these waters.
    Nov 10, 2014. 07:16 PM | 1 Like Like |Link to Comment
  • Pity The Hedge Fund Manager [View article]
    @ Seeker

    We aren't here to discuss the moral fortitude of Wall Street, companies, or hedge funds. We're hear to make money.

    Unfairness is a part of life.
    Nov 9, 2014. 07:33 PM | 3 Likes Like |Link to Comment
  • Pity The Hedge Fund Manager [View article]
    When I look at the stock going back to the start of the current bull market, ANF has never stayed in the 29s or lower 30s for very long. I'm considering the overreaction of the price action as a market inefficiency. Retail can be the biggest of the rollercoasters in the theme park, and I think a bounce from these levels warrants a closer look. Opening a small long position here going into the holidays where discretionary income will be at much higher levels than in the past is also a reason I'm getting very interested.
    Nov 9, 2014. 01:36 AM | Likes Like |Link to Comment
  • Pity The Hedge Fund Manager [View article]
    Came for the TWTR comments, stayed for the ANF. I'm getting a mighty itchy finger to jumping on some ANF. Anytime it has dipped into the 20s it's been temporary, at least when I've caught the price action in years past.

    As for TWTR still holding that name because of the low average I have, should it stay in the 40s as it finds new footing, I'm fine with that. Costolo is a likeable (or hateable) fellow to be sure, the question is does he have any idea what he's doing...or better yet does he have a better way of explaining it?
    Nov 8, 2014. 05:37 PM | Likes Like |Link to Comment
  • How EA Blew Away Expectations [View article]
    Really, even as much as video game stocks have performed, I think you can own TTWO, ATVI, and EA during this console cycle and still come out smelling like a rose.
    Nov 3, 2014. 03:52 AM | 1 Like Like |Link to Comment
  • Activision: Fiscal Year Guidance Likely To Be Upgraded On Nov. 4 [View article]
    After the "negative" press on Destiny, and "lackluster" sales of the game, then subsequently the sell off, I couldn't resist and got in. With an uptick in WoW subs and strong titles ready for the holiday season, I think this stock revisits 24 sooner rather than later. Long this name from $18.60, looking for $25 by first quarter of next year.
    Nov 3, 2014. 01:30 AM | Likes Like |Link to Comment
  • Twitter Earnings Preview: Still A Fan Into Q3 '14 Earnings Results [View article]
    Thanks for the summary and your thoughts. There's a lot riding on the results and I got my popcorn ready be it carnage or jubilation.
    Oct 27, 2014. 05:40 AM | Likes Like |Link to Comment
  • This Week In Tech Earnings: Social Media Domination [View article]
    I also agree that TWTR has more to prove this quarter than the others because of the simple notion that the World Cup was the reason for the huge beat last time, and further the CEO went on record saying that while it helped it wasn't the real reason, it's more than that as in the company's initiatives.

    Well, time to see how well the company can stand on its own legs without a major world event.

    I'm holding my shares, been holding since 31.50, but suffice to say this quarter's expectations are high and the beat needs to be even better to sustain the stock's momentum. I'm confident of a beat, but I'm not so sure of how much and will it be enough.
    Oct 27, 2014. 05:36 AM | Likes Like |Link to Comment
  • Microsoft Is Becoming 'Cool' Again [View article]
    Huh? Wha?

    How in the world can you say it's built poorly? Even people who gave mediocre reviews or simply biased reviews never once mentioned the build quality as a negative. To put it another way NO PROFESSIONAL REVIEWER HAS SAID ITS BUILD QUALITY IS LACKING IN ANY WAY. Let's take a moment to let that sink in.

    Good luck taking that 17" laptop around everywhere you go without once thinking how bulky it is.

    The manner of speaking presented in your argument is along the lines of yelling at kids to get off your lawn.
    Oct 24, 2014. 09:05 PM | 1 Like Like |Link to Comment
  • Microsoft Is Becoming 'Cool' Again [View article]
    Great quarter and absolutely love the Surface numbers.
    Oct 24, 2014. 08:33 AM | 3 Likes Like |Link to Comment
COMMENTS STATS
389 Comments
567 Likes