Seeking Alpha

Krustyman

Krustyman
Send Message
View as an RSS Feed
View Krustyman's Comments BY TICKER:
Latest  |  Highest rated
  • Market Leadership Is Not The Same Thing As A Bubble [View article]
    Thanks, Dana
    Jul 30, 2015. 11:45 AM | Likes Like |Link to Comment
  • Making Sense Of GoPro's Earnings, Valuation And Future [View article]
    Gopro reminds me of Apple 10 years ago. Probably the best brand in consumer electronics (just behind Apple).

    A visionary CEO with 30% of the stock that shares some strategic thinking characteristics with Bezoz.

    A clear winner.
    Jul 30, 2015. 10:46 AM | 1 Like Like |Link to Comment
  • Market Leadership Is Not The Same Thing As A Bubble [View article]
    @Dana

    Thank you for another great article.

    When you say "Amazon will be able to monetize search in ways Google can't imagine".

    What do you see? How Amazon could achieve this?

    Keep up the good work!
    Jul 30, 2015. 10:27 AM | Likes Like |Link to Comment
  • Twitter beats estimates, issues solid guidance; shares jump (updated) [View news story]
    Revenue up 60% YoY. Quite impressive.

    A $100B business in 5 years.
    Jul 28, 2015. 04:45 PM | 2 Likes Like |Link to Comment
  • Twitter up 3.6% as M&A rumors fly again [View news story]
    KoacNation

    The point is not the profits they are making on that purchase. The point is that initially FB bought Whatsapp for $19B. At the time, people were saying that Zuckerberg was crazy to buy $10 Millions of revs for $19B.

    He was buying more than that.

    Same logic applies to Twitter.
    Jul 1, 2015. 05:06 AM | 1 Like Like |Link to Comment
  • Twitter up 3.6% as M&A rumors fly again [View news story]
    Firehouse92

    You got the answer!
    Jun 30, 2015. 03:11 PM | Likes Like |Link to Comment
  • Twitter up 3.6% as M&A rumors fly again [View news story]
    KoacNation
    No they don't regret buying Whatsapp. Not one bit. You should know why.
    Jun 30, 2015. 01:44 PM | 1 Like Like |Link to Comment
  • Twitter up 3.6% as M&A rumors fly again [View news story]
    Ron_R

    Instnagram had $0 revs when purchased for $1B by Facebook.
    Jun 30, 2015. 12:41 PM | 1 Like Like |Link to Comment
  • Twitter up 3.6% as M&A rumors fly again [View news story]
    Koacnation

    Facebook bought Whatsapp for $19B. At the time, Whatsapp had $10 Millions in revenues.
    Jun 30, 2015. 12:13 PM | 1 Like Like |Link to Comment
  • My Take On Amazon.com's Q4 2014 Earnings [View article]
    Staux

    I can name more than one, can you?

    I will certainly not spoon feed you for free. Named them a couple of times. See my archived comments.

    So tired to read the same thing here...post after post after post on Seeking Alpha.

    This website is not what it once was. Unfortunately...

    My last post on SA...

    I know I will not be missed. :)

    In the meantime, everybody should listen to the SA Oracle himself.

    Blood In The Streets, It's Time To Buy Russia
    Mar. 28, 2014 3:31 AM ET | 332 comments | About: Market Vectors Russia Small-Cap ETF (RSXJ), Includes: RSX

    RSXJ was at $30 when Paulo Santos told people to buy Russia in March. It is now below $19.

    Keep on drinking his KoolAid guys!

    Krusty
    Jan 30, 2015. 09:24 AM | 2 Likes Like |Link to Comment
  • My Take On Amazon.com's Q4 2014 Earnings [View article]
    Here is the bottom line:

    Sep 7, 2011. 11:23 AM
    You were bear all the way in your comments on AMZN at that time...we were at around $210.

    At what price is the stock today?

    That's the bottom line.

    You are probably smarter than the big value investors that were loading the truck on Amazon lately.

    We are into the market not to be theoretically right. We are into the market to make money.

    Keep your shorts...until you lose your shirt! :) That was an easy one!

    Krusty
    Jan 30, 2015. 08:02 AM | Likes Like |Link to Comment
  • Facebook Q4 2014 Review: Steady As She Goes [View article]
    Why holding the stock?

    We have a business that could generate revenue between $42B to $50B from digital advertising (including mobile) by 2019.

    Then, you have to add other revenue streams such as Whatsapp, Messenger (with David Marcus as the leader...hint to a payment solution here), Instagram, and the Occulus OS (which is without a doubt the next big thing). On Occulus, did you see what Occulus Studios are working on! Amazing!

    As a result, you may have $65B to $80B in revenues by then.

    Apply a PS multiple of 8 and you will have a monster.

    Be patient. Hold the stock for the long term.

    Krusty
    Jan 29, 2015. 09:09 AM | 5 Likes Like |Link to Comment
  • Should Hoteliers Be Concerned With Amazon Becoming The Next Mega OTA? [View article]
    Amazon does't need to buy anyone. They will build their own platform.

    With their large client base, there is no need for expensive marketing campain. An easy move. In addition, this would be a high margin business. Running a booking platform will not be costly for them. A real piece of cake.

    Krusty
    Jan 29, 2015. 08:53 AM | Likes Like |Link to Comment
  • DreamWorks Animation Implements New Strategic Plan To Restructure Feature Film Business [View article]
    Great strategy!

    Long Dreamworks.
    Krusty
    Jan 23, 2015. 07:23 AM | Likes Like |Link to Comment
  • AWS Spinoff Could Drive Amazon's Resurrection [View article]
    Lior Ronen:

    The hardware business was a complete failure?

    Kindle readers as well as Kindle Fire tablets have been a great success.

    Echo is coming.

    Krusty
    Jan 23, 2015. 02:36 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
674 Comments
603 Likes