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Ed Porter

Ed Porter
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  • Amazon Wins The Race To Live Streaming TV, Expect Big Things [View article]
    So many comments around Twitch and the Amazon web-ecosystem.

    It's almost as if Amazon's 'main business' is being conveniently forgotten...
    Aug 26, 2014. 04:46 PM | Likes Like |Link to Comment
  • Amazon Wins The Race To Live Streaming TV, Expect Big Things [View article]
    Bottled water, bridge construction, and hairdressing.

    These are three areas I don't believe Amazon yet has exposure to?

    Come on Bezos, get to it!! Who needs vertical integration when you can have universal integration?

    You'll need these three sectors well covered, and let me put my thinking cap on and come up with some more helpful suggestions for you.
    Aug 25, 2014. 11:00 PM | 2 Likes Like |Link to Comment
  • Tesla Announces 'Infinite Warranty'... Pros And Cons [View article]
    If you believe half of the people in the forum it's best to wait until it is below $100, and if you believe the other half it's best to snap it up anything south of $350.

    Take your pick.
    Aug 20, 2014. 10:10 PM | 4 Likes Like |Link to Comment
  • Tesla Announces 'Infinite Warranty'... Pros And Cons [View article]
    "He is literally giving away anything and everything to urge others to follow his lead".

    Doesn't sound like a terrific investment to me!
    Aug 20, 2014. 05:34 PM | 4 Likes Like |Link to Comment
  • One Thing Is Odd [View article]
    "Now it's not losing anything even though the thing bombed completely".

    Isn't the huge quarterly loss guidance basically due to spending a lot of money on the phone and seeing nowhere near enough revenue?

    In which case the 10% downward move at that time did indeed 'price in' the phone flopping.

    (None of which justifies the stock being the price it is, and I have used the recent rally as a chance to up my short considerably).
    Aug 19, 2014. 10:44 PM | 1 Like Like |Link to Comment
  • GT Advanced +4.3% on iPhone screen production report [View news story]
    At least I didn't do Arnie's trick and call you a girl!
    Aug 19, 2014. 05:01 PM | Likes Like |Link to Comment
  • GT Advanced +4.3% on iPhone screen production report [View news story]
    Hang on - is it a train or a puppy?
    Aug 18, 2014. 10:39 PM | Likes Like |Link to Comment
  • GT Advanced +4.3% on iPhone screen production report [View news story]
    One thing I do believe is that the words "one trick pony" are rapidly becoming very boring when trotted out (no pun intended) in relation to GTAT.

    Not to mention very inaccurate...
    Aug 18, 2014. 05:23 PM | 1 Like Like |Link to Comment
  • The Amazon Fire Phone Will Probably Do Even Worse Than Expected [View article]
    Buffett was just relieved to get rid of his dog of a newspaper to Bezos!
    Aug 17, 2014. 08:00 PM | 2 Likes Like |Link to Comment
  • Update: The Fire Phone Flops Like A Dying Fish [View article]
    Well I am pleased I didn't need to know the finer points of options trading when I bought puts on a handful of companies in 2007 and made a seven figure sum! ;-)

    But as above, I am not disputing the 'math or reasoning behind' the $2 price of a $150 Jan 2016 put - all I am saying is that such a thing SHOULD cost a lot less given the sheer number of people who are prepared to die in the name of the Amazon shareholding.
    Aug 13, 2014. 08:24 PM | Likes Like |Link to Comment
  • Update: The Fire Phone Flops Like A Dying Fish [View article]
    The problem with puts is that they are too expensive.

    Which is weird given how bullish, overall, the market seems to be on the stock.

    I mean - shouldn't one of these dyed-in-the-wool-Amazon investors be frothing at the mouth to sell me a $150 put with a 17 mth time horizon at really any price at all?

    After all, that's a stock price decline of over 50% in not even a year and a half....

    But to buy that put, it's not 'basically no cost at all' - it's not even $0.50, or $1.00, or even $1.50. No, that will cost me a whopping $2.00.

    And that's in a world where the VIX is at 13!

    So I think unless you are VERY convinced about your timing the options thing can work out not too well.

    Waiting till a few weeks before earnings and then buying very short-term puts? Now that might just work....

    Certainly I have no problem with the theory that this phone is a complete flop and that it is one of the main reasons behind the weak quarterly guidance - and that, moreover, the following quarter will likely see a similarly weak guidance for the same reason.
    Aug 13, 2014. 05:45 PM | 2 Likes Like |Link to Comment
  • Amazon Delivery Drones: Indications Point To India For Beta Testing [View article]
    Careful Gary - you'll have me lifting a $320 offer in AMZN soon!
    Aug 12, 2014. 06:31 PM | 1 Like Like |Link to Comment
  • Amazon Delivery Drones: Indications Point To India For Beta Testing [View article]
    I think I'll drop out of the 'conversation' here.

    If we are talking rural areas I can understand it. (Just).

    But talking about drones delivering items in areas like San Francisco - well, it sound like some over-indulgence in the sort of psychedelic narcotics that very same city was famous for in the 60s and 70s.

    I'd 'understand' this article - and subsequent vehement 'backing up' of it with 'research' - if it was April 1st. But it's not!?
    Aug 12, 2014. 04:51 PM | 1 Like Like |Link to Comment
  • Tesla Motors' Model X To Be Far More Successful Than Model S [View article]
    "Model X is expected to be launched in early 2015. The alpha and beta prototypes of the vehicle are yet to be tested".

    About says it all really.

    Now you see us testing.... and....

    ....now you don't.

    All done, there that didn't take long... All good. Let's move on.
    Aug 11, 2014. 05:38 PM | Likes Like |Link to Comment
  • Amazon Delivery Drones: Indications Point To India For Beta Testing [View article]
    I agree entirely Gary - if it makes commercial sense to use them then absolutely they should be used where they can.

    But can I ask - do you think this extends to built-up areas, or only in relatively rural locations?
    Aug 11, 2014. 05:34 PM | 1 Like Like |Link to Comment
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