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  • HubSpot: A Hybrid SMB CRM/Analytics Solution With Game-Changing Potential  [View article]
    Guys I'm specifically talking about his company comparisons and this specific comment in the article.

    "Still, I think these comparison are mid-level in correlation at best as I don't think there exists a truly comparable company to value HUBS against."

    I'm simply pointing out the fact MKTO is missed shows a huge lack of cross examination. Do you disagree with that?
    Jan 22, 2015. 03:44 PM | Likes Like |Link to Comment
  • HubSpot: A Hybrid SMB CRM/Analytics Solution With Game-Changing Potential  [View article]
    Siwanoy I've never heard MKTO described as "much more basic" if anything it's "much more complicated". Why do they have enterprise customers where HUBS focus is SMB?

    Fully disclosure I worked at HUBS for years back in the day so I'm extremely familiar with this space, these companies, their products and the competitive layout.
    Jan 22, 2015. 10:56 AM | Likes Like |Link to Comment
  • HubSpot: A Hybrid SMB CRM/Analytics Solution With Game-Changing Potential  [View article]
    For someone who claims to know this space really well how do you forget about Marketo (MKTO) in your comparison analysis?

    I am bullish on HUBS also but MKTO is another one to watch closely.
    Jan 21, 2015. 02:10 PM | Likes Like |Link to Comment
  • Nuance Investors: Quit Fretting About Apple, An Inflection Point Is Coming  [View article]
    Great analysis. I tend to agree. It's been a painful transition but Nuance's core focus is voice and you could name countless examples where the "startup" focused on a core competency beats out the giants trying to play in that market. This has always been a long term play for me and your article was a good reminder of why.
    Oct 30, 2014. 02:11 PM | 3 Likes Like |Link to Comment
  • Valuation and global expansion big themes with Under Armour  [View news story]
    It's amazing how the market is so short term looking these days. Beat it up some more just so it's a better opportunity for more people to get in for the long ride ahead!
    Oct 23, 2014. 10:50 AM | 1 Like Like |Link to Comment
  • Redbox Instant by Verizon bites the dust  [View news story]
    Tried It when it first came out but the fact you couldn't "rent" movies for as cheap as you could at a kiosk was the reason we cancelled. It really is pretty stupid that they couldn't get streaming costs down as cheap as a kiosk. I mean there is NO physical costs of a kiosk or disc manufacturing! Why would I pay $5 to rent a movie when I could go to CVS a mile away and get the same movie for $1.20? Sure I get convenience costs but it's also more convenient for them!
    Oct 4, 2014. 06:43 PM | 4 Likes Like |Link to Comment
  • Why Investors Should Worry About Titan's Cancellation  [View article]
    I think I'd rather them refocus those efforts into other projects instead of dropping $140M more into something that wasn't going to work. At this point ATVI has a proven track record and know how to put out financially successful hits and if this wasn't one I'm glad to be an owner in a company that can see the long term value of not putting out crap.

    To @Toby Wisdomcap's comment they are a great allocator of capital. I'm sure part (maybe most) of the work can be brought into other projects. Who's to say some of it hasn't already been used in additional WoW expansions or Destiny?
    Oct 3, 2014. 10:06 AM | Likes Like |Link to Comment
  • Activision pulls the plug on WoW successor Titan  [View news story]
    Cheap fads... have you ever played Hearthstone? It's amazing and regularly the second most watched game on Twitch.tv behind LoL. http://www.twitch.tv

    Heroes of the Storm is also getting good reviews in beta testing.
    Sep 23, 2014. 04:23 PM | Likes Like |Link to Comment
  • Ford preps for aluminum F-150 production in 'massive' undertaking  [View news story]
    2014 F150's are on sale right now. I know because I bought one earlier this month. Lots of excitement over the 2015 but lots of people, like myself, are buying the deals as they unload 2014's to free up inventory for 2015's. As much as I would have loved a 2015 F150 your not going to get any of the discounts that you can get on the 2014's right now. As a consumer and Ford buyer that's great but it's going to be even better in a few months for Ford when they are charging full sticker price for the 2015's and people aren't blinking an eye and buying those too. That's just the reality. In taking to my sales guy about all this I can't even begin to tell you how excited he is about selling the new truck. He's already got a lot of people interested and he knows he's going to make a killing.
    Aug 26, 2014. 09:56 AM | 2 Likes Like |Link to Comment
  • Why Activision Blizzard Stock Is A Good Investment Right Now  [View article]
    I would say a big piece of my thesis is the large and GROWING importance of video games in our society. The games being made and played today are exceptionally more complicated to make than those 20 yrs ago, but they are also much more engaging and also profitable. Sure there are challenges to the industry like mobile and free to play.

    With all that said I think about ATVI as "the Disney" of the video game industry. A smaller with lots more room to grow comparison. Maybe you agree or disagree with that comparison and that is the reason we all invest in different companies.
    Aug 22, 2014. 08:41 AM | Likes Like |Link to Comment
  • Why Activision Blizzard Stock Is A Good Investment Right Now  [View article]
    This stock was ignored for so long (pre-2013 and the Vivendi repurchase) and now everyone is on the bandwagon. Sure it's up 120% in the last 18 months but that move was long overdue. 18 months ago everyone was complaining about the cash cow that is WoW's subscriber count falling. It's amazing how that is still happening but with all the other launches people completely forget about it. The upcoming lineup is super exciting, but I still wonder where project "Titan" falls into all this and is that another huge catalyst that they are keeping secret for now?

    Great company executing on all cylinders! This is one that pays to buy and hold for a long time and I'm glad to say that is exactly what I have been doing and will continue to do.
    Aug 21, 2014. 09:35 AM | Likes Like |Link to Comment
  • Should You Buy Or Sell InvenSense Going Into Earnings?  [View article]
    Personally I'd love to see this stock get popped back down into the $17's after earnings. I'd nibble then but no way am I buying at the current stock price. The price on INVN is definitely ahead of itself right now.
    Jul 24, 2014. 11:23 AM | Likes Like |Link to Comment
  • Activision Blizzard: A Low-Risk Business Model In A Risky Industry - Compelling Value Here?  [View article]
    With mobile don't forget about Hearthstone. I'm interested to see how much revenue it generates. Right now analysts are thinking "tens of millions of revenue in 2014" (http://bit.ly/1tAwJcL) but with the new expansion out yesterday, Curse of Naxx, and it's growing popularity it could be just the nudge they need to get more into mobile.

    Also the beta reviews of Destiny have been extremely positive. I took a nibble back into ATVI just last month based on my belief in Destiny and Hearthstone alone. I had been a long time holder who got out earlier this year after the big run-up last year and looking back I wish I would have just held on.

    Honestly when I think what is the closest I can get to buying Disney without paying for crazy overvalued Disney right now Activision-Blizzard is the best thing that comes to mind. They have a long term loyal community and put out top quality polished products. This is a buy and hold investors dream company in my opinion.
    Jul 23, 2014. 12:40 PM | 3 Likes Like |Link to Comment
  • Intel issues solid guidance, adds $20B to buyback  [View news story]
    If your INTC though a 20B buyback means you have fewer shares in the future to pay dividends on and thus it's easier to raise it in the future. I wish they would have bought back $20B worth when the stock was sub $25 and not past $30 though.
    Jul 15, 2014. 04:29 PM | 19 Likes Like |Link to Comment
  • Verizon fights back over Netflix error message  [View news story]
    The sad thing is if you do the math worst case scenario it costs 10 cents to deliver a GB of data. It is well less than this in the US probably around 1-3 cents depending on the area/region. I'm also being EXTREMELY conservative here because here is an article that Netflix is stating that it costs less than 1 cent to transfer a GB.

    So let's assume they have an agenda to make this sound as rosey as possible and triple the estimate.

    So even if a user consumed 200 GB of data and to keep the math simple 1GB of data is approximately 1hr of high quality viewing. So 200/30 is equal to 6:40 minutes a day of Netflix streaming in a month. That's an insane amount of binge watching. Let's assume that it costs 3 cents/GB then it COSTS Verizon $6/month to support you (200 x 0.3). Most likely your paying about $50/month for that internet service.

    Yes I get there are setup and maintenance costs to lay and run the pipes but a heavy abuser of bandwith is NOWHERE CLOSE to costing an internet provider money.

    Internet provider margins are some of the juiciest around (600% marker in this conservative estimate). #JustSayin
    Jun 6, 2014. 01:41 PM | Likes Like |Link to Comment