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Krustyman

Krustyman
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  • 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
  • Amazon up 4% after eBay's earnings [View news story]
    Gary

    Yep! :)

    Krusty
    Jan 22, 2015. 06:45 PM | Likes Like |Link to Comment
  • Amazon up 4% after eBay's earnings [View news story]
    Allan Mason

    Yeah, it is a mobile world. That's exactly why Echo will be a huge hit.

    Seems that nobody realize what Amazon wants to achieve with Echo. Really? C'mon guys. All the experts here on SA should see this. I am surprised but that's good news!

    Krusty
    Jan 22, 2015. 03:06 PM | Likes Like |Link to Comment
  • Amazon up 4% after eBay's earnings [View news story]
    Allan Mason:

    Did you try it?

    Your comment demonstrates how bright you are.

    Thanks for sharing so much.

    Krusty
    Jan 22, 2015. 02:50 PM | 1 Like Like |Link to Comment
  • Amazon up 4% after eBay's earnings [View news story]
    It seems that in 2015 people are still missing the point.

    While Amazon e-commerce will be huge, the best part is wiithout a doubt AWS. This business segment alone could easily be valued at $100B in 5 years.

    Also, on the device business, Echo will be a huge hit. Keep your eyes on the ball, fellows.

    Krusty
    Jan 22, 2015. 02:24 PM | 1 Like Like |Link to Comment
  • Amazon up 4% after eBay's earnings [View news story]
    See ya at $425

    Krusty
    Jan 22, 2015. 12:51 PM | 3 Likes Like |Link to Comment
  • What To Expect From DreamWorks In 2015 [View article]
    Mattel would the perfect company for Dreamworks. They have all these toy lines that could be turned into movies, series...

    Imagine the Hotwheels Adventures or Polly Pockets' City...

    They should buy Dreamworks. A great fit.

    Bought today at an average of $20.70.

    Krusty
    Jan 21, 2015. 04:00 PM | 1 Like Like |Link to Comment
  • Amazon.com Wants To Flop In Movie Theaters [View article]
    Paulo,

    Did you make money?

    Because most of the time you don't have a position on the stocks covered in your articles/comments.

    We are in the market to make money, not to be right on theories. If you have all that time to waste...your choice. Seeing the amount of comments you are making every day I am wondering how you can possibly do anything else than...writing articles.

    I'll stick to what I do best...

    Making money.

    By the way...you should recalculate the upside/downside % that you are indicating. Like CYOU...it is not +46 or 47% upside but in the range of 15-20%. So, half of what you are indicating. Just sayin lol!

    Good luck!

    Krusty
    Jan 21, 2015. 03:55 PM | Likes Like |Link to Comment
  • Amazon.com Wants To Flop In Movie Theaters [View article]
    Paulo,

    While you may be a great guy in accounting, you are clearly not a great investor, trader or speculator...

    Here are some of your great calls on Seeking Alpha:

    Sep 7, 2011. 11:23 AM
    You were bear all the way in your comments on AMZN at that time...we were around $210. We are at $296 today.

    Oct 16, 2011. 09:25 AM
    You were bear on Netflix. The stock was at $200 and is now at $400.

    Jul. 10, 2012 1:21 PM ET
    You were bear on the market at time. QQQ was at $65-70. We are at $101 today!

    My favorite is your article on Portugal Telecom on August 7, 2014.
    Your title was: Buy Portugal Telecom Right Now

    ''You should be out there today buying Portugal Telecom (NYSE:PT) at $1.86, $1.87, $1.88.''

    Hey Paulo...It was $1.88 when you told people to go out and buy. It is now at $0.81. 81 CENTS...down 56%!!

    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

    You wrote: Disclosure: I am long RSXJ

    Was at $30 when you told people to buy Russia in March. It is now below $19.

    Down 35%!!!

    I have tons more if you want...

    Keep up the good work, Paulo! :)
    Jan 21, 2015. 02:43 PM | 2 Likes Like |Link to Comment
  • Why Amazon Is Expanding Original Content To The Big Screen [View article]
    What we are seeing right now is a shift that will lead to the death of conventional theatres. The same thing that happened to video clubs.

    Soon, people will no longer go to a cinema to watch a movie. Movies will be released directly on-line. Amazon knows that.

    Only movies that will remain in theatres will be 3D, IMAX etc.

    We'll get there within 5 years IMHO.

    Krusty
    Jan 21, 2015. 04:44 AM | 1 Like Like |Link to Comment
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