DealMan

3 Comments

    • ON: Mon Feb 11th 15:14 PM
      Commented on:
      An Inglorious Anniversary: Fortress Investment Group
      Greg:

      You have amazing economy with words and an uncanny ability to state the obvious-i.e. Fortress has declined since its IPO.

      It is a shame that you offer no insights or analysis.
      View article »
    • ON: Fri Feb 1st 17:09 PM
      Commented on:
      Amazon vs. eBay: Battle of the Online Auctions
      Nibble on Ebay if it hits $20?

      That's a forward PE of around 11. My friend, the only way that will occur is if the whole market tanks 20%.

      Otherwise its wishful thinking especially w/2.5 Bill buyback supporting the stock.

      Keep dreaming of those Eastern Bonds!
      View article »
    • ON: Mon Jan 14th 14:32 PM
      Commented on:
      Choosing Amazon Over eBay
      I don't know how you can say Ebay is floundering.

      Best last 4 qtrs.

      User Experience is better than a year ago

      Classifieds is growing at a rapid clip

      PayPal is growing beautifully and international growth is terriffic

      Even Skype had great growth this qtr.

      StubHub was a huely successful aquisition

      I won't say Ebay is perfect but they have a powerful business model and they are making solid progress on all fronts.

      View article »
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