Playbook?? They threw all tablets after Apple extract the iPad. Is not iPad to innovate? Is not iPod innovate? Is not iPhone to innovate? I can assure you that the iPhone is the phone one with more quality of the world, have one 4S. If you have someone doubts respect of Apple's innovation ask him to the market to seeing that he thinks... Apple 490 B Value Market, RIM 7.6 B Please, not to compare.
I continue thinking that bb10 is not the solution that the market needs. The market needs RIMM's new strategies to survive and not to succumb for the competition. Not to forget that it does little they changed the CEO, this one till now did not even not significant at all advertisement. Today the shares continued descending up to 14,17
Insist!! For me it is still SELL RIMM. Much competition in the market, little new or close to zero for the case of RIMM, and we see the shares move with little interest, closing today at 14.50 remains near historic lows and the market does not signal that the share will to change their sitiuacion. For me it is SELL
What needs to happen now is to dismiss Mr Tim Cook, who has failed to continue the growth and innovation that managed to Mr Steve Jobs. It's been one year and a half since Mr Cook is the CEO, and have not announced new products, only renewals iPhone, iPad, iPod, Mac, but no new product. We continue with the creations of master Jobs, but the market requires constant innovation, which was no problem for Jobs, but if it is for Cook. Obviously not to rise to the occasion, must go. The market needs something new, and that did not happen at Apple.
There Is Likely More To Groupon's Bullish Turn Than Questionable Rumors [View article]
Really very good article!
I do not think Groupon is bought by Google. If Mr. Mason did not accept the $ 6B in 2010, will not sell your company for half the value currently at $ 3B. But I think the strong turnover may help the final rebound shares were punished excessively.
Zynga (ZNGA) -11.1% AH after disclosing it has amended its agreement with Facebook (FB). The most worrisome line: "Facebook will no longer be prohibited from developing its own games." Facebook has said it's not interested in being a game developer, but as of March 31, 2013, it won't be legally obligated on that count. The amendment also frees Zynga of the obligation to display Facebook ads or use Facebook credits on Zynga.com and other company properties, and of having Facebook be its "exclusive social platform." [View news story]
I held provided that Zynga is highly dependent on Facebook and that is his fate. The day that Facebook will close its doors there will begin the countdown to the end of Zynga, the market already anticipates a decline of 75% from the IPO
You're right, Mr. Mason was the creator of a business model, which is still under development, but the idea was actually quite a good thing. I think its weak point is to achieve perfect ripening on the board of the company, care budgets and focus on improving results, but I think that little by little he is doing well.
It's exactly the example I gave earlier this year and now repeated it in another comment. Of course companies are not the same, but the case Priceline.com is evidence that the market often condemns early. 2002 Priceline would be $ 1 and seemed already doomed, but now flapping its $ 600 and a valuation of $ 30B.
As indicate you in the report, Groupon is perfecting internally. That does not bring good results in the short term, but sure in the long-term. Attempts to improve accounting, Groupon payments , or Goods. Different acquisitions made to improve the quality for those who offer on Groupon, as to who ultimately buy the daily deal.
In my particular case, in Argentina, and I'm noticing leading and important companies offering discounts, and they are really useful and really save money.
Groupon Finally Lands On Planet Earth [View article]
Very good report George. In my particular case, I think the market has exaggerated his reaction once again falling so hard after the quarterly report. $ 1.8B is ridiculous, practically that the company has this number in cash. The business model is very good, and as you say in your report, seeking to keep reinventing performance against competition that many. Groupon also has the advantage of being the first, and the brand is valuable I confirm my long position in GRPN
Updating My Outlook On Groupon After Its Earnings Miss [View article]
$ 1.8B is less than just the annual cash income of the company. A clear indication of the ridiculousness of yesterday. The numbers presented do not justify a 30% drop, considering the 80% that had already fallen. Only confirmed my long position.
Examining Groupon's Q3 Results: Neither Solid Nor Indicative Of Its Long-Term Potential [View article]
Very good analysis The market has reacted once again, so ridiculous. So I will only confirmed my long position. The numbers have not been bad. They are creating the model for a successful long-term, so it suffers a bit more in the short term. $ 1.8B is ridiculous.
Research In Motion: Buy Or Sell? [View article]
Please, not to compare.
Research In Motion: Buy Or Sell? [View article]
Research In Motion: Buy Or Sell? [View article]
For me it is still SELL RIMM.
Much competition in the market, little new or close to zero for the case of RIMM, and we see the shares move with little interest, closing today at 14.50 remains near historic lows and the market does not signal that the share will to change their sitiuacion.
For me it is SELL
Apple Is Not Worth $460 [View article]
Why Apple's Plunge Makes Sense [View article]
The market needs something new, and that did not happen at Apple.
There Is Likely More To Groupon's Bullish Turn Than Questionable Rumors [View article]
I do not think Groupon is bought by Google. If Mr. Mason did not accept the $ 6B in 2010, will not sell your company for half the value currently at $ 3B.
But I think the strong turnover may help the final rebound shares were punished excessively.
I am Long GRPN
Zynga (ZNGA) -11.1% AH after disclosing it has amended its agreement with Facebook (FB). The most worrisome line: "Facebook will no longer be prohibited from developing its own games." Facebook has said it's not interested in being a game developer, but as of March 31, 2013, it won't be legally obligated on that count. The amendment also frees Zynga of the obligation to display Facebook ads or use Facebook credits on Zynga.com and other company properties, and of having Facebook be its "exclusive social platform." [View news story]
Is Visa Overpriced? [View article]
I am Long V
Hewlett-Packard: After The Autonomy Debacle, Is There Value Left In The Stock? [View article]
Can Groupon Still Be Saved? [View article]
Can Groupon Still Be Saved? [View article]
Can Groupon Still Be Saved? [View article]
In my particular case, in Argentina, and I'm noticing leading and important companies offering discounts, and they are really useful and really save money.
I am Long GRPN
Groupon Finally Lands On Planet Earth [View article]
In my particular case, I think the market has exaggerated his reaction once again falling so hard after the quarterly report. $ 1.8B is ridiculous, practically that the company has this number in cash.
The business model is very good, and as you say in your report, seeking to keep reinventing performance against competition that many. Groupon also has the advantage of being the first, and the brand is valuable
I confirm my long position in GRPN
Updating My Outlook On Groupon After Its Earnings Miss [View article]
Examining Groupon's Q3 Results: Neither Solid Nor Indicative Of Its Long-Term Potential [View article]
The market has reacted once again, so ridiculous. So I will only confirmed my long position. The numbers have not been bad. They are creating the model for a successful long-term, so it suffers a bit more in the short term. $ 1.8B is ridiculous.