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MangDynasty

MangDynasty
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  • Will Google Continue To Outshine Apple? [View article]
    No.
    Mar 27 01:20 PM | 10 Likes Like |Link to Comment
  • Part V: Hedged Convexity Capture Continues To Be The World's Best-Performing ETF Strategy [View article]
    He's shorting them. Short = borrow now, pay back later = you want the stock to drop.

    Short a stock @ $100, then "buy" it back later when it's at $50, and you've made $50.

    Short a stock @ $1, then it shoots up to $100, you have lost 99x your initial gain, your broker forces you to cover because they're afraid you might not have the money if the stock goes up any higher, they end up owning you.
    Mar 27 07:43 AM | Likes Like |Link to Comment
  • Part V: Hedged Convexity Capture Continues To Be The World's Best-Performing ETF Strategy [View article]
    Is it just me, or is this strategy just a leveraged ETF? Of course it looks awesome in an epic bull market -- what happens when the market bombs and you owe 3x what you own?

    Your charts certainly LOOK awesome, but you fail to address the inherent risk of shorting, borrowing issues, your comparison should really be against a leveraged S&P, and your charts exclude any period of time where the market was bearish.

    Am I misunderstanding the hedge portion of it?
    Mar 26 03:13 PM | 6 Likes Like |Link to Comment
  • Will Apple Ever Reach $700 Again? [View article]
    Yes. Title answered.
    Mar 13 04:43 PM | 16 Likes Like |Link to Comment
  • Futures flat, ignoring selloff in Asia [View news story]
    Gold is leet right now! Keep it where it is, nobody trade it!
    Mar 10 07:38 AM | Likes Like |Link to Comment
  • Chipotle Mexican Grill Is Anything But Overvalued [View article]
    I sort of see where you're coming from, but in all fairness Chipotle has been around for over a decade, with lines OUT THE DOOR selling burritos. When will people "tire of burritos"... 2050?
    Feb 25 09:28 AM | Likes Like |Link to Comment
  • Netflix Is Still Wildly Undervalued [View article]
    "I feel based on my typical family experience that Netflix could double in revenue with no additional services and quadruple if they added some premium services. Therefore I feel it is undervalued at this time."

    Your typical family experience has almost nothing to do with the overall Netflix population, it is merely 1 data point. I believe there are millions of people who are NOT willing to pay even a dollar per month more for their Netflix subscription, and plenty more who have free temporary subscriptions that are artificially boosting the subscriber counts.

    Netflix's stock commands the price it currently does due to GROWTH, by sacrificing revenue and charging less than they "could". As soon as it increases prices, it hurts growth, and the stock's price will crash as soon as people realize Netflix cannot both grow and increase prices to remain profitable.

    Adding premium services might be a new revenue stream, but also requires Netflix to pay for more (extremely expensive) content. Netflix is already taking on debt in order to purchase its current content. This is not some magic game where Netflix gets to add shows to its library and charge a lot more money than the content costs -- as soon as content providers realize the price they can charge THEY get to determine the price, not Netflix. Netflix is a middleman in an internet environment where middlemen only ever get razor thin margins, e.g. Amazon.

    Conclusion - every single thing about your initial premise is flawed.

    Finally, if Netflix is "extremely undervalued" then why don't you have a long position? Totally hollow article.

    I have put options expiring Jan 2015.
    Feb 12 05:45 PM | 4 Likes Like |Link to Comment
  • Can GameStop Adapt To New Trends? [View article]
    Answer to your title: no.

    Betteridge's law of headlines.
    Feb 11 06:37 PM | Likes Like |Link to Comment
  • We're Not In Kansas Anymore! [View article]
    "On my radar as possible short candidates when the time is right..."

    When is the time right? Tell us when you think the time is right! Oh you don't know?

    If you knew when the time was right, you wouldn't be interested in writing articles on Seeking Alpha. You'd be on your yacht. Or your spaceship.

    That's the thing about shorting - nobody knows when the time is right. You either bleed money to the ridiculous momentum and have to cover, or you've already missed the drop.

    Unrelated to your article, I have a 400 strike put on NFLX that expires in Jan 2015. I have my money where my mouth is.
    Feb 11 10:43 AM | 1 Like Like |Link to Comment
  • Wearable Tech: Forget Google And Apple, Think Different (Part II) [View article]
    You talk about all these companies, but you're only long AAPL. Kind of rings a little hollow if you don't have your money where your mouth is.
    Feb 11 10:12 AM | 2 Likes Like |Link to Comment
  • Tesla Earnings: 7 Things To Look For [View article]
    Ooooh a volatility spread - long both calls and puts. Good idea, I might have to join you there!
    Feb 11 09:57 AM | Likes Like |Link to Comment
  • Apple Can't Fix Its Biggest Problem [View article]
    "This situation really reminds me of Amazon. Analysts put the bar way too high, Amazon misses, and the numbers come down."

    THIS situation really reminds ME of Amazon: Analysts jump around banging on things like in 2001: A Space Odyssey, Amazon still makes zero money, their stock price skyrockets, their market cap is more than 1/3 of Apple's, but Apple makes 132 times the profit...

    These analysts... the monolith can't come soon enough.
    Feb 4 10:12 AM | 3 Likes Like |Link to Comment
  • Could This Thousand-Dollar Stock Be A Bargain? [View article]
    This might be one of the worst article titles ever. Like the nominal cost of a share of stock has ANY indication of whether or not it is a "bargain". FYI, a stock split or reverse split has ZERO EFFECT on the value of a stock. Market Capitalization, Earnings Per Share, Price per Earnings, Cash Flow... these are the key metrics that help determine if a stock is a bargain.

    You probably know how bad your title is, considering you mention Berkshire Hathaway in this article (one share of which commands over $11,500 in annual earnings, hence why the stock is valuable), but you still published this ridiculous title.

    I guess it DID manage to get me to click on the article... but for the wrong reason. End of rant.

    Also when you mention that Berkshire Hathaway trades for over $169,000 per share, you have BRK.B in parens next to BRK.A. BRK.B trades for around $110.
    Feb 4 09:52 AM | 1 Like Like |Link to Comment
  • Netflix, Inc. beats by $0.15, beats on revenue [View news story]
    Uh oh.
    Jan 22 04:04 PM | 1 Like Like |Link to Comment
  • GameStop defended after share meltdown [View news story]
    The dismantling of shares of GameStop yesterday was ACTUALLY due to the stock's price being obviously way too high for multiple reasons. Such as exuberant holiday expectations not being met, a terrifying increase in stock price all throughout 2013 that was very unjustified (just look back at what happened in the previous console cycle in '07-'08), management's inability to understand consumer trends, relying heavily on forecasts based on biased GameStop PowerUp subscriber data, the obvious move toward increased digital sales which won't be made by GameStop, etc.

    I had never seen a more obvious short opportunity -- and I'm clearly not alone, as GME is one of the most shorted stocks out there.

    I foolishly forgot that their earnings date was this early in the season so I didn't buy my puts in time. Realistic price target = $25 a share.

    My condolences to those who were long GME.
    Jan 15 11:18 AM | Likes Like |Link to Comment
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