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  • Valuation Without Revenue, Revenue Without Valuation  [View article]
    I'm not being sarcastic when I say that I very much enjoy certain straightforwardly worded opinions found here. Very refreshing.
    Apr 7, 2015. 02:32 AM | 1 Like Like |Link to Comment
  • Integrated Device Technology: An Interesting Company To Watch  [View article]
    So, Russ, any thoughts on the IDTI conference call?
    Feb 2, 2015. 10:28 PM | 1 Like Like |Link to Comment
  • Wendy's involved in legal battle against large franchisee  [View news story]
    This franchisee, though the fourth largest, operates only 2.3 percent of all Wendy's locations.
    Jan 2, 2015. 04:15 PM | 1 Like Like |Link to Comment
  • Traders, Accountants And The Meaning Of Herbalife  [View article]
    I'm not sure how much attention I should pay to an author who doesn't know the difference between a Ponzi scheme and a pyramid one, or that Ackman never referred to Herbalife as the former. If the author got this major fact wrong, what other facts slipped through his analysis? Ouch.
    Oct 29, 2014. 07:08 AM | 4 Likes Like |Link to Comment
  • How Are Amazon's Long-Term Prospects Tracking Predictions?  [View article]
    Paulo, congratulations on your bear case finally being proved. I never doubted you would prevail.
    Oct 27, 2014. 09:01 AM | 8 Likes Like |Link to Comment
  • We Need An iPhone 6 Teardown!  [View article]
    Why is this off-topic post in this thread?
    Sep 11, 2014. 10:18 AM | 6 Likes Like |Link to Comment
  • Micron: Two Scenarios  [View article]
    While waiting to discover the amount of DRAM in the new iphones, here's a link to a Google search, on English language pages, from the past hour, for "iPhone 6 dram". You can change the search criteria to "24 hours," too.
    Sep 9, 2014. 04:19 PM | 1 Like Like |Link to Comment
  • SodaStream Is All Fizzed Out  [View article]
    FYI, one throws "down" the gauntlet, which was an armored glove worn by medieval knights. One threw one's gauntlet down as a way of issuing a challenge, whoever picked it up was deemed to have accepted said challenge.
    May 22, 2014. 01:29 AM | Likes Like |Link to Comment
  • SodaStream International Ltd. Q1 2014 Earnings Preview  [View article]
    What is the difference between going to a grocery store to refill Co2 and going there to buy a case of Coke? Both processes are independent of the "online age."
    May 13, 2014. 10:02 AM | 2 Likes Like |Link to Comment
  • Netflix Likely To Break $400 This Week  [View article]
    Quoth, I just wanted to say how much I enjoy your pieces. Your trading attitude comes across as levelheaded. Insightful yet dispassionate, which is the hardest mix to attain. I have noticed that, when I have an inclination toward a trade, then discover one of your pieces backing up my thesis, I feel much more confident in my theory.
    Apr 22, 2014. 07:19 AM | 2 Likes Like |Link to Comment
  • Micron: Updates Following Q2 Earnings  [View article]
    To the author: Here's the problem with our irony-drenched culture. Authors are so immersed in it that they will literally print the opposite of what they intend to communicate. In the process, anyone not familiar with American culture, or anyone who is not sarcastic by nature, is at risk of taking anything but the intended message to heart. I, for example, read the following at face value, yet perhaps this is not the author's intention.

    "After an April 3 scintillating presentation of 2Q earnings by Micron Technology (MU) management, followed by sharp and penetrating questions by analysts, a wave of updates has been published. "
    Apr 8, 2014. 10:05 AM | Likes Like |Link to Comment
  • 3D Systems dives following new Citron attack, peers also off  [View news story]
    Who is "Mr. Left"? There is no mention of that name in the text above.
    Jan 25, 2014. 12:49 AM | Likes Like |Link to Comment
  • SodaStream: Where From Here?  [View article]
    Perhaps you should monitor your comments in the future, because that info was posted here in this thread by Seth Golden of Capital Ladder almost three weeks ago:
    Nov 5, 2013. 10:13 AM | Likes Like |Link to Comment
  • SodaStream: Where From Here?  [View article]
    It gets worse, Fusion. As noted by an earlier comment, Starbucks specifically DENIES they are entering the home market: "spokesman Zack Hutson says, “There are no plans to sell at-home.'"
    Nov 3, 2013. 10:44 PM | 1 Like Like |Link to Comment
  • SodaStream: Where From Here?  [View article]

    Fusion, I appreciate your effort to respond to my requests for clarification, but am disappointed that it is not accurate. You would have been better off simply admitting your mistake and correcting it.

    1) The articles you cite contain mere speculation. The internet is full of same. I could print an article saying Fusion Research "may" start selling doughnuts out of their office. A responsible author would have noted in the piece that the statements in these articles were mere speculations, instead of giving readers the false impression that Starbucks plans to enter the home carbonation market.

    You stated that Starbucks has an interest in the home carbonation market. This may be true, but you have nothing to back this up. This didn't stop you from claiming:

    "Starbucks is going beyond coffee and is eyeing the home soda machine business due to the growing sales of the same."

    2) The fact that you have misrepresented your own text in this delayed reply confirms my first belief that your attention to factual details is below the standard anyone should feel comfortable with.
    Nov 3, 2013. 10:41 PM | 1 Like Like |Link to Comment