Seeking Alpha

Sir Ebitda

Sir Ebitda
Send Message
View as an RSS Feed
View Sir Ebitda's Comments BY TICKER:
Latest  |  Highest rated
  • The Amazon.com 'Come To Jesus' Earnings Report [View article]
    This earnings report means that no manager can now take a position in this stock. Buy guiding down to more losses next quarter, no fund in their right mind will now take a position. As more investors take to the sidelines to see how this plays out I don't think enough buyers will step in to support the stock. At this point Paulos thesis appears to be coming to fruition and selling rallies be the best bet.
    Jul 25 10:10 AM | 7 Likes Like |Link to Comment
  • eBay's Earnings, Amazon's Misery [View article]
    They also need to get MINDSHARE, when you need something, you type in EBAYdotcom or AMAZONdotcom. Those two WORDS pop into your head. It will take at least five years to 11MAIN to pop into an American's head.
    Jul 14 04:46 PM | 2 Likes Like |Link to Comment
  • This Is Amazon.com's D-Day And The Alibaba Troops Are Disembarking [View article]
    Just for the record, http://www.11main.com is still not open.
    Jun 26 02:11 PM | Likes Like |Link to Comment
  • Trading Uncertainly In Iraq [View article]
    Gold up strong today too.
    Jun 19 05:54 PM | Likes Like |Link to Comment
  • This Is Amazon.com's D-Day And The Alibaba Troops Are Disembarking [View article]
    You gotta be kidding me. This report is based on a consumer site not even open yet?

    From Wiki: On June 11, 2014, Alibaba launches U.S. shopping site 11 Main. The 11 Main marketplace hosts more than 1,000 merchants in categories such as clothing, fashion accessories and jewelry as well as interior goods and arts and crafts and it plans to keep adding more, the company said

    I went there today and site is not yet up. http://bit.ly/T2fLa6 Again this is second rate research not worthy of the headline. Your headline implies imminent tradeable material news and this does not qualify.
    Jun 16 07:00 PM | Likes Like |Link to Comment
  • This Is Amazon.com's D-Day And The Alibaba Troops Are Disembarking [View article]
    I looked at another item I ordered from Amazon recently for $18.00, Alibaba has it as well but the minimum quantity is 50 so that is at least $900 order.

    This is very bad research on your part Paulo and I cannot see how Alibaba affects Amazon at all. Also keep in mind, China is a large manufacturing economy so it makes since that importers here would find such a site useful.

    Your motives for publishing this "report" are highly suspect as well as your methodology. Comparing these two companies is like comparing Apple with Siemens.

    I doubt you even tried to look at a few items and tried to buy them on Alibaba before you wrote your "report".
    Jun 16 05:55 PM | Likes Like |Link to Comment
  • This Is Amazon.com's D-Day And The Alibaba Troops Are Disembarking [View article]
    This is a valid question. For instance. I just looked up "Puppia Soft Dog Harness" something I recently purchased on Amazon. On Alibaba all of the price quotes were for 100 units to 1,000 lot orders. Then one 3P vendor who sells in single lots does not quote price and Alibaba only provides the link to contact the seller.

    By the time I found the page, my order would have been complete and the product in transit on Amazon.

    Paulo, this is very bad research on your part. You should go on there and try to buy something. Completely different market. Amazon and Alibaba can coexist forever as they are currently targeting different markets.
    Jun 16 05:25 PM | 1 Like Like |Link to Comment
  • I Was Wrong About Apple [View article]
    I had the Samsung Galaxy S3 and before that the Samsung Moment. I thought I had the best phones in the world. Last year I started buying Apple stock and this year I said I might as well try the phone too. The reason for my conversion was I was sooo happy with the iPad and my wife was soo happy with her iPhone 4.

    In Feb of this year I got the 5S. I cannot BELIEVE the difference. I now know I have the BEST PHONE IN THE WORLD. The difference compared to what I thought was leading edge is huge. As long as Apple delivers this ecosystem, I think they have a lead for many years to come.

    Also, in regards to new products. Medical devices is HUGE. There are a LOT of crappy products in that space. Apple is only getting started. I think it is very likely we will see $120 in the next three years.
    Jun 9 10:26 AM | 2 Likes Like |Link to Comment
  • Here's What Amazon.com's Smartphone Will Do [View article]
    Yes and since they are still printing then you have to be careful shorting these types of stocks. Just look at the rally recently in NFLX for example. Anyway in the long run (5 years +) your analysis is correct but in the short term you could see a pretty vicious rally.
    Jun 8 04:09 PM | 1 Like Like |Link to Comment
  • Here's What Amazon.com's Smartphone Will Do [View article]
    You're talkin' smack again now that Amazon is up last week but you sure got quiet after their last earnings report. Oh wait you were mouthing off immediately after the report when AMZN was up after hours but then you disappeared over the next week when it was down in the 280s.
    Jun 8 04:02 PM | 1 Like Like |Link to Comment
  • Now Is The Time To Sell Apple [View article]
    Well it looks like it was a great call! I think a lot of people here owe the man an apology.
    Jun 8 03:52 PM | Likes Like |Link to Comment
  • What To Do With Apple Stock Ahead Of Split [View article]
    MasterCard and Visa are more like utility stocks. They pretty much have 100% penetration so there is really not much growth. How can anyone compare one stock split anyway? If you had shown data from maybe 300 splits over the last 10 years I think that would have been more helpful.

    All in all not very well thought out arguments.
    May 20 11:02 PM | 1 Like Like |Link to Comment
  • Apple Depends On Strong Demand For The iPhone 6 [View article]
    I love how he shorts AAPL on the way UP and buys BBRY all the way down.

    It must be tough watching AAPL eat BBRY's lunch.
    May 7 05:02 PM | 3 Likes Like |Link to Comment
  • Apple Depends On Strong Demand For The iPhone 6 [View article]
    Please chabig next time MB makes submits an "article" try to be first post so we can just skip to your comment.
    May 7 04:51 PM | 1 Like Like |Link to Comment
  • Amazon Falls On High Spending, But Topline Growth Remains Strong [View article]
    "Some analysts have estimated Amazon Web Services to be $5 billion a year business with gross margins north of 90%."

    I think the recent price chop by Google is a strategic long term move that cuts to that significantly changes those early estimates.
    Apr 28 03:36 PM | 1 Like Like |Link to Comment
COMMENTS STATS
87 Comments
73 Likes