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laundryanto

laundryanto
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  • AMD - An Alluring And Risky Investment [View article]
    1) you don't need to be a programmer to mine bitcoins, of which the algorithms are not complex
    2) you also don't need to be technical to be a long on AMD, something you've just demonstrated
    3) AMD may have given up a lot in terms of profit to access full rights to the next gen xbox and playstation.

    That said, I'm long AMD
    Apr 9 02:01 PM | Likes Like |Link to Comment
  • David Einhorn, who giveth new life (General Motors) and taketh away (Green Mountain Coffee Roasters), now has Chipotle (CMG -6.5%) in his sights. His short thesis on the "nosebleed" valuation name focuses on Taco Bell and its updated Cantina Bell menu - despite previous reports tipping off that the effect has been minimal. Naturally, shares of Chipotle are diving off the Einhorn takedown. [View news story]
    Well now we know his investment theses just revolve around the letters G and M
    Oct 2 02:38 PM | Likes Like |Link to Comment
  • Retail REITs: Getting Back On Track And Leading The Pack [View article]
    Actually, this seems to be a validation post for those who already have stakes in retail REITs, rather than a recommendation to buy. Brad Thomas has been recommending such REITs like Kimco for a while now.
    Jul 11 07:25 AM | 1 Like Like |Link to Comment
  • Though analysts are impressed with Microsoft Surface (MSFT +3.7%), few see it as a huge threat to the iPad (AAPL +0.6%). Jefferies' Peter Misek thinks Microsoft will need to "significantly undercut" the iPad on pricing (something that's unlikely given its specs) to be competitive, and argues the iPad's 225K+ apps set it apart. However, Forrester's David Johnson believes Windows RT's management features, user interface, and Office support will appeal to enterprise users.  (more)  [View news story]
    I want in for this bet too
    Jun 21 01:39 AM | Likes Like |Link to Comment
  • Though analysts are impressed with Microsoft Surface (MSFT +3.7%), few see it as a huge threat to the iPad (AAPL +0.6%). Jefferies' Peter Misek thinks Microsoft will need to "significantly undercut" the iPad on pricing (something that's unlikely given its specs) to be competitive, and argues the iPad's 225K+ apps set it apart. However, Forrester's David Johnson believes Windows RT's management features, user interface, and Office support will appeal to enterprise users.  (more)  [View news story]
    Use sleep mode
    Jun 20 03:46 AM | Likes Like |Link to Comment
  • Can Windows Slam The Shutters On Google? [View article]
    The OS is still vulnerable to buffer overflows, code injection, etc. All the above do not involve "3rd party media writes". Walled file systems like iOS generally do have sufficient security to prevent 3rd party programs from overwriting OS-critical files, so even these 3rd party writes aren't the biggest issue.
    Jun 3 02:39 PM | 1 Like Like |Link to Comment
  • Can Windows Slam The Shutters On Google? [View article]
    No.
    Jun 1 05:22 PM | Likes Like |Link to Comment
  • A Stock That Buffett Likes, But Cannot Buy [View article]
    Perhaps you should use a search engine, like Bing, to verify this by yourself.

    http://bit.ly/LOR5Yd
    Jun 1 01:08 PM | Likes Like |Link to Comment
  • A Stock That Buffett Likes, But Cannot Buy [View article]
    Ditto! Though juxtaposing some more cons would be nice (e.g. their money being tied up elsewhere, thus necessitating the borrowing)
    May 31 05:57 AM | 1 Like Like |Link to Comment
  • You Need To Know About Zynga [View article]
    I completely disagree. It is not obvious at any point, regardless of unrealized loss or gain, that you should sell or buy. Aside from transaction cost, taxes, etc, you owning Zynga now is simply equivalent to you buying it yesterday. You have already lost that money. Therefore, you should stick onto your position if (1) you believe that the shares will appreciate, (2) you do not urgently need the money, and (3) a loss is affordable to you.

    Side note: if you don't have that much money to play with, using it for speculative plays (such as Zynga IMO) is a little reckless.
    May 30 05:58 PM | Likes Like |Link to Comment
  • You Need To Know About Zynga [View article]
    Looks like a typo. He spelled it correctly in other places.
    May 24 06:17 AM | Likes Like |Link to Comment
  • You Need To Know About Zynga [View article]
    As I said earlier, unfortunately for Zynga these "movie makers" also make "television". There is room for both kinds of games, but the analogy doesn't hold in respect to the specialty gap to produce either.

    TLDR: Zynga has no unique advantage.
    May 24 06:12 AM | Likes Like |Link to Comment
  • You Need To Know About Zynga [View article]
    Why do you think other companies like EA (and to a lesser extent ATVI) won't impose fierce competition and eat into what Zynga specializes in? EA is cheaper yet larger than Zynga, and they've already created a couple social games with general success as a non-core business. I understand the "With Friends" pseudo-social branded experience, but a good game created by anyone will draw a customer base. What do you think is their true, unique advantage here?
    May 23 01:08 AM | Likes Like |Link to Comment
  • At Hewlett-Packard Cutting Means Cutting [View article]
    Neither of us was denying that 55 year olds are being phased out. Please read the comments you're replying to before hitting reply.
    May 21 06:22 AM | Likes Like |Link to Comment
  • At Hewlett-Packard Cutting Means Cutting [View article]
    Wow is right. The author's response just confirms there is no correlation between age and juvenility.
    May 18 10:28 PM | 1 Like Like |Link to Comment
COMMENTS STATS
38 Comments
18 Likes