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ReligiousWacko

ReligiousWacko
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  • Whole Foods Market: Mass Market Organics Threaten Growth; $33 Fair Value [View article]
    did you say same thing when WFM was over 50?
    Jul 30, 2015. 10:43 AM | 5 Likes Like |Link to Comment
  • Now Is The Time To Buy Twitter [View article]
    "Yeah anyone can just create the next YouTube in their spare time..oh wait they can't" .. hilarious ... thats pretty much how periscope started. Or you saying there are no other developers capable of it? Same WhatsApp, snapchat , etc. Did you think periscope was created with billions of VC funding and hundreds of developers?
    http://tinyurl.com/oql...
    Jul 29, 2015. 07:25 PM | 2 Likes Like |Link to Comment
  • Whole Foods Market slumps after earnings disappoint [View news story]
    i've been saying that for a while. Great company, well managed BUT increasing competition, far from unique in top tier cities. 30 is about fair price.
    Jul 29, 2015. 05:20 PM | Likes Like |Link to Comment
  • Now Is The Time To Buy Twitter [View article]
    and it's not like others couldn't figure out how to increase video. Also, with various ones in "winners circle" and few big ones not in them, how much time do people have to spend time on this?
    Will TWTR show profits when starving child in Africa spends 25 hours/day on social media?
    Jul 29, 2015. 02:21 PM | 3 Likes Like |Link to Comment
  • Yelp -27.5%; 7 downgrades arrive after soft guidance, brand ad withdrawal [View news story]
    nice of these clowns to announce downgrade AFTER results.
    Jul 29, 2015. 02:12 PM | 5 Likes Like |Link to Comment
  • Yelp down 14.9% on soft Q3/2015 guidance [View news story]
    i agree that it makes perfect sense for GOOG to buy them. I just disagree on price. GOOG isn't a charity and have signaled they want to have more financial discipline ( i.e. hiring Porat ). Paying > 100% premium is laughable.
    Jul 28, 2015. 06:31 PM | 1 Like Like |Link to Comment
  • Yelp down 14.9% on soft Q3/2015 guidance [View news story]
    why would GOOG pay that much? Current mkt is 2.5b and company is burning cash. Or did you mean 5 to 7 MILLION?
    Jul 28, 2015. 06:08 PM | 5 Likes Like |Link to Comment
  • Twitter beats estimates, issues solid guidance; shares jump (updated) [View news story]
    thanks for posting that Monfrere. I seriously doubted that IFRS and GAAP would differ on employee stock comp which is the critical difference in TWTR GAAP and non-GAAP numbers.

    The non-GAAP nonsense is just to mislead fools. If employees' stock comp went to zero, i suspect 80% would be gone in 2 weeks.
    Jul 28, 2015. 04:52 PM | 2 Likes Like |Link to Comment
  • Twitter beats estimates, issues solid guidance; shares jump (updated) [View news story]
    gold: you're really gullible if you think purpose of non-GAAP numbers is to compare with non-US companies ..
    Jul 28, 2015. 04:34 PM | 5 Likes Like |Link to Comment
  • Yelp misses by $0.03, beats on revenue [View news story]
    they shopping for buyer now?
    Jul 28, 2015. 04:26 PM | Likes Like |Link to Comment
  • Twitter beats estimates, issues solid guidance; shares jump (updated) [View news story]
    i love how the press pretty much only reports non-GAAP numbers and often only relative to expectations instead of y-o-y comparisons.
    anything to keep things looking good ...
    Jul 28, 2015. 04:23 PM | 10 Likes Like |Link to Comment
  • Amazon beats estimates, guides in-line; shares soar [View news story]
    and they have done so well grabbing that market share in China from alibaba ..
    Jul 23, 2015. 07:08 PM | 4 Likes Like |Link to Comment
  • Amazon beats estimates, guides in-line; shares soar [View news story]
    @DGM: i'm sure every one of Amazon's engineers understands its financials well ..
    Jul 23, 2015. 06:47 PM | Likes Like |Link to Comment
  • Amazon: Price Ecosystem Expanding, AWS Accelerating [View article]
    Illuminati .. it is often hard to tell if it's sarcasm or amazon bull without the most basic understanding of business and accounting.
    Jul 22, 2015. 05:33 PM | Likes Like |Link to Comment
  • Amazon: Price Ecosystem Expanding, AWS Accelerating [View article]
    staux: yes, it looks like amazon lowered prices. But Jet still has rebates that amazon does not. Bottom line is that there is someone competing pretty much purely on price. And since Alibaba is backing them, they can keep it up for a while which means Amazon will be not be able to raise prices.

    The amazon fantasy that the delusionists have pimped is that competitors will go out of business and Amazon will raise prices. That is complete nonsense.

    I can't see Amazon being profitable for years ... few more rounds of borrowing and those interest charges will really add up....
    Jul 21, 2015. 09:59 PM | 6 Likes Like |Link to Comment
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