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  • Pop Goes The Tesla Bubble  [View article]
    Musk has been incredibly successful at using his celebrity to control the public conversation about Tesla. If all one did was read mainstream articles, you'd get the impression that Musk is the only person of any importance working at Tesla. I read a lot more than that and I almost have that impression.

    Consumer Reports stands outside of his control and is incredibly influential among mid-market car buyers. Without the remarkable (and unprecedented) CR halo Tesla has worn up to now, they will have a much harder time convincing the non-rich to buy their cars. I'm generally bullish about long term prospects, but it's going to be very hard to maintain such a lofty valuation in the short run.
    Oct 22, 2015. 09:36 PM | 1 Like Like |Link to Comment
  • We Love The Burger King And Tim Hortons Deal  [View article]
    Let's say this deal really does have nothing to do with dodging US taxes. With that as a given, BKW management should be keelhauled for not understanding the optics of what they are doing, especially in light of the Walgreens fiasco. Let's hope Warren's buddy Barack doesn't call them out by name.
    Aug 27, 2014. 01:06 PM | Likes Like |Link to Comment
  • Selling My Tim Hortons Was A No-Brainer.  [View article]
    There's a >50% chance this deal won't happen. Walgreens II.
    Aug 26, 2014. 10:19 AM | 2 Likes Like |Link to Comment
  • A Bidding War For Tim Hortons?  [View article]
    I bought front-month BKW puts the instant I heard about this deal and finished the day way up. Much more to come, I think...BKW management should be horsewhipped for floating this nonsense right after Walgreens was embarrassed out of moving to Switzerland. Morons.
    Aug 25, 2014. 06:55 PM | 1 Like Like |Link to Comment
  • Yelp: 4 Different Insiders Have Sold Shares This Month  [View article]
    You would place a stop loss at $102, the all time high, with a short entry near the current price of $55, with a target of $47?

    Apr 28, 2014. 10:19 AM | Likes Like |Link to Comment
  • Deciding When To Short Tesla - Part 4  [View article]
    People who buy Teslas already own other cars. The success of a $100K car says absolutely nothing about the broader potential of EVs, something that a very big company that knows a lot about selling cars, Toyota, feels is very limited. The market is pricing Tesla as if it will eventually provide most of the automobiles sold in this country. Yeah, right.
    Feb 27, 2014. 06:55 PM | 3 Likes Like |Link to Comment
  • Twitter User Growth Reality Check  [View article]
    Icahn tweets he's bought 2M shares in 5…4…3…2…

    Why is what Carl does even legal?
    Feb 5, 2014. 10:42 PM | Likes Like |Link to Comment
  • Morgan Stanley does about-face on Netflix, shares outperform  [View news story]
    Awww, they'd never do THAT, would they?

    Trading on bank analyst's recommendations just might be the absolute fastest way to go broke in ANY market.
    Jan 31, 2014. 01:12 PM | Likes Like |Link to Comment
  • Netflix: Set To Plummet  [View article]
    I've actually made money on the short side of this thing, but have stayed away for a long time. For wealthy semi-legal manipulators and gamblers only.
    Jan 23, 2014. 11:15 AM | Likes Like |Link to Comment
  • Short Netflix Into Earnings? Maybe, If You Hedge The Trade  [View article]
    Huh? I'm using Prime through an old Windows desktop to play films on a 70' flatscreen. Kindles only? Hardly.
    Jan 22, 2014. 01:18 AM | Likes Like |Link to Comment
  • Twitter nears $70 again; shorts hard-pressed to find shares  [View news story]
    I think it's the Meltdown of this Year, but I'm completely prepared to be wrong. Besides, it's not like there are not a lot of other candidates for that honor.
    Jan 3, 2014. 02:26 PM | Likes Like |Link to Comment
  • Netflix: The Netscape Navigator Of 2014  [View article]
    Do you really believe trees grow to heaven? Because they don't. I'm not short NFLX now but I really do believe you'd have to be a cherry-flavored lollypop to consider buying this latex wonder at $350+.
    Nov 27, 2013. 03:28 PM | 4 Likes Like |Link to Comment
  • Sirius XM's Frear Not Expecting Material Decline In Content Cost  [View article]
    I bought a Lexus that has commercial-free Pandora as part of an "App Suite" which also includes Yelp, iHeartRadio, Open Table and a couple of other webby things; this requires a smartphone for connection, but is accessed through the car's navigation system interface (which is very good, especially for Pandora). When I bought the car three months ago, this suite was a one-year free trial that would cost a very pricey $7.95/month to renew, but since then Lexus has abandoned this and said that the suite will now be complementary. I don't know if that means I keep the commercial-free Pandora after the first year, but based on my experience so far I'd gladly pay $36/year for it alone.

    Data usage seems minimal; I'd estimate streaming Pandora uses <1GB/month and I use it a lot, in the high quality mode.
    Nov 1, 2013. 09:39 PM | Likes Like |Link to Comment
  • Sirius XM's Frear Not Expecting Material Decline In Content Cost  [View article]
    I'm in the bay area on Verizon and an iPhone 5 and I get zero dropouts with Pandora set to its high quality mode; I'm sure it doesn't work this flawlessly everywhere on every carrier. The more I use it, the more impressed I am with the depth of the Pandora music library, which I've read is actually one of the smaller streaming libraries. Could have fooled me; it comes it with interesting stuff I've never heard almost every time I'm in the car.
    Oct 31, 2013. 03:30 PM | Likes Like |Link to Comment
  • Dear Tesla Bulls: That's Not How You Calculate Tesla's Value  [View article]
    I've driven the car; the only thing I didn't like is the silly, bound-to-break trick door handles. That and the fact that it doesn't repeal the basic tenants of accounting and finance.
    Oct 31, 2013. 03:10 PM | 3 Likes Like |Link to Comment