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Brian's Opine's  Instablog

Brian's Opine
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Long term value investor, prefer dividends at my age. Best investments MVL Entertainment, HSY , SMBL and SBUX. Worst calls Ames Department stores and Bravo milk.
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  • Was I Right About Yahoo In 2011?

    I wrote a pretty good analysis regarding the valuation of Yahoo (Yhoo) back in 2011 when there where rumors of a buyout at around $18 / share. I have since given up on writing anything since I could not have my articles published and I just don't know why. See for yourself and let me know your thoughts-

    Disclosure: I am long YHOO.

    Additional disclosure: I am not an investing professional and this article is for novelty purposes only and not to be misconstrued as investing 'advise'. I feel that the majority of financial news articles are unfortunately misconstrued as good information or advise.

    Tags: YHOO
    Jul 17 5:33 PM | Link | 1 Comment
  • Yoku Tudou (YOKU) Me Crazy

    I was certainly wrong in my rushing to buy Yoku Tudou (NYSE:YOKU) stock at both a $29 and $20 price point from a short term perspective. It's seems every time I try to time an earnings report or buy with the hopes of short term gains or time a potential 'big move', the results are not very good and make me think I was crazy to jump in like that. But I make these trades with a long term horizon or see great potential for the company in the long haul in the decision making process.

    Long term I think this stock is a no brainer. More content thirsty devises sold (mobile phones and tablets) equals more demand for content and content platforms. Yoku could be bought out by a larger company due to their dominance in video, having the largest market share of China video content after merging with Tudou. Yoku is in the process of learning how to tame the wild demand and popularity of video content with profits balanced between advertising and VOD fee's. After listening to the conference call, I was left with the impression that the company is breaking new ground and leading the 'renaissance' in how advertising is sold in China, along with their entire business model which is new and evolving to begin with, possibly ahead of Netflix (NASDAQ:NFLX) and Youtube (NASDAQ:GOOG) in it's goals. With this renaissance / new model for selling advertising, along with the VOD / video sharing renaissance, will be growing pains. The saying "It takes money to make money" comes to mind in considering Yoku. You have to 'build it' before they come. Netflix (NFLX) has been questioned on their costs for buying content and some recent articles question whether their skimping on quality content is not hurting them. Netflix has been able to make paying large fee's for quality content work for them with Mad Men (NASDAQ:AMCX) and Walking Dead (AMCX).

    Yoku Tudou (YOKU) is like a combination of Youtube (GOOG), Netflix (NFLX) and Facebook (NASDAQ:FB) in their having the social component of sharing video's with comments. Additionally, Yoku is creating their own content in house, adding to their library of licensed content and generating advertising revenue and prospects at the same time. Yoku is ahead of Netlflix in this venture, making it less of a "House of Cards".

    In writing this, I think my trying to time the market is still crazy, but buying Yoku is not.

    Disclosure: I am long YOKU.

    Mar 04 3:42 PM | Link | 5 Comments
  • LGF / Roadsides- Margin Call
    The timing factor of this film is exciting. Not too thrilled that Margin Call is only at 52 theaters per Box Office Mojo, but SICKO made a very humble start also- guess competing against the Halloween crowd is a waste at this point. Also assume that the movie will be marketed to or attended by the NYC / worldwide Wall St protests. I really want to see  huge per theater numbers on Margin Call early on.  Think Fahrenheit /911 was one of LGF's biggest money maker, come to think of it, Michael Moore will probably be recommending the movie.
    Oct 21 2:42 PM | Link | 1 Comment
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