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  • BofI Holding: A Bank Model Fraught With Peril, 65% Downside Based On 1.6 X Book Value [View article]
    Despite the overall tone of this article being godawful and bordering on that of an unprofessional, scorned lover, the content is pretty decent. As a checking account holder and former stock holder, I agree it is overvalued and they do make mistakes. As a share holder, that bothered me. As a checking account holder, their customer service is great, imo, and I prefer banking with them instead of a brick-and-mortar bank across the street from my office. Why? Because, as noted, it's financially beneficial and it's easier. I don't understand why everyone doesn't bank at Bank of Internet. Seriously, it makes no sense to pay more to get less at bigger banks.

    Anyway, back to the larger point of the article, I'd agree the stock is overvalued.
    Mar 19 01:35 PM | 2 Likes Like |Link to Comment
  • Blowing up the well-entrenched pay TV model won't be very easy for Senator John McCain with the politician not even on the Senate Commerce Committee anymore observes AllThingsD's Peter Kafka. But if a la carte pricing were to ever become a reality, one network that has a lot to lose is Disney's (DIS -0.1%) ESPN. The sports channel lands a whopping +$5 per subscriber from providers while only 25% of those paying the bills say they watch the network regularly. Another way Disney could ultimately be exposed is through its piece of A&E Networks which is able to bundle many add-ons around mega-hit The Walking Dead to ratchet up carriage fees. [View news story]
    $5/subscriber but only 25% watch ESPN? So, they'd need $20 from every current subscriber that watches to break even, right? They have programming that has to be watched live, the rights to a boatload of events , and would also add customers that currently refuse to pay Comcast/DTV/Dish/etc just to get ESPN. I don't see them as losers from an a la carte deal by any means.
    May 9 10:39 AM | Likes Like |Link to Comment