Seeking Alpha

Ed Porter

Ed Porter
Send Message
View as an RSS Feed
View Ed Porter's Comments BY TICKER:
Latest  |  Highest rated
  • Tesla: Elon Musk Unveils Secret 2015 Margin Target [View article]
    Yes - fair cop, that one is in a class of its own!
    Sep 21, 2014. 06:00 PM | Likes Like |Link to Comment
  • Tesla: Elon Musk Unveils Secret 2015 Margin Target [View article]
    This 'article' has the highest ratio of Comments : Length of 'Article' I think I have ever seen!
    Sep 18, 2014. 06:59 PM | Likes Like |Link to Comment
  • GT Advanced Technologies: How The Bulls Got It So Wrong [View article]
    I like the 'idea' of this - don't get me wrong - but am I alone in questioning whether it would be unwise to leave such devices lying around in the sun to charge themselves?

    Yes they would charge themselves, but wouldn't the rest of the device degrade at an undesirable rate?
    Sep 17, 2014. 11:25 PM | 1 Like Like |Link to Comment
  • GT Advanced Technologies: How The Bulls Got It So Wrong [View article]
    Direct from GTAT Press Release May 5th 2014:

    "The ASF165 is expected to be the only commercially available sapphire production furnace capable of producing high quality 165 kilogram boules in high volume.

    The product is currently in the beta testing stage and is expected to be ready for volume shipments beginning in Q3 2014"
    Sep 17, 2014. 11:22 PM | 2 Likes Like |Link to Comment
  • Alibaba Grabs The IPO Money But The Future Belongs To Jeff Bezos And Amazon China [View article]
    "Bezos better than anyone, however, has successfully and consistently told Wall Street that he's not in it to make profits".

    'nuff said!
    Sep 10, 2014. 11:30 PM | 4 Likes Like |Link to Comment
  • Alibaba Grabs The IPO Money But The Future Belongs To Jeff Bezos And Amazon China [View article]
    "One reason it's crazy to bet against Bezos is he has shown no compunction about using shareholder money to build a business that can only start to make real money in ten maybe fifteen years".

    And therein is the point!

    If the 'maybe fifteen' is actually 'maybe twenty five' then you'd be 'crazy' to bet 'with' Bezos as I think you'd be hard pressed to find an investment that is immune to severe market shocks as it plumbs its way toward profitability 25 years hence!

    You either believe... or you don't believe...
    Sep 10, 2014. 12:49 AM | 19 Likes Like |Link to Comment
  • GT Advanced Technologies' Path Forward: Bull Case Vs. Base Case [View article]
    "This is going to be an epic, epic short. I haven't done the work yet"

    I am not sure why you would bother "doing the work" if you know the answer? Doubly know the answer in fact!
    Aug 31, 2014. 09:51 PM | 2 Likes Like |Link to Comment
  • GT Advanced Technologies' Path Forward: Bull Case Vs. Base Case [View article]
    The 'best guess', surely, is that unless there is an 'Apple disappointment' on Sept 9 then you are simply not going to see a sub-$15 stock price for many years...

    Selling at $18 and trying to get back in at $15 seems to me to be the kind of cute strategy you pull out if your eventual target is $25.

    Not when its potentially well over $50....
    Aug 31, 2014. 08:28 PM | 5 Likes Like |Link to Comment
  • Google working on delivery drones [View news story]
    "we'll cross that bridge when we come to it"....

    ... unfortunately we may have spent a billion in the process...
    Aug 28, 2014. 11:58 PM | 1 Like Like |Link to Comment
  • Salesforce.com Has High Growth Potential: Initiating A $58 Price Target [View article]
    Lululemon's great crime seems to be actually making a profit.... as soon as you do that you can be measured 'rationally' using fundamentals.

    Best stay away from profitability and then 'investors' are able to tell you it is not relevant and the 'growth story' is the only game in town....
    Aug 28, 2014. 05:13 PM | 1 Like Like |Link to Comment
  • Amazon Wins The Race To Live Streaming TV, Expect Big Things [View article]
    I "missed it"?

    Apologies Gary, I hadn't realised one of the 20 two-line comments you have posted in this comments section represented an official press release.
    Aug 26, 2014. 08:28 PM | 3 Likes Like |Link to Comment
  • 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
COMMENTS STATS
697 Comments
992 Likes