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  • Rayonier Advanced Materials: Small-Cap Cash Cow In-The-Making Trading At Steep Discount To Intrinsic Value [View article]
    wow...looks like RYAM is in deep trouble.
    Aug 19, 2015. 03:35 PM | Likes Like |Link to Comment
  • With The WilHunter Warm Stacked, Where Does Awilco Drilling Go From Here? [View article]
    I'm actually wondering why the press release didn't specify whether Awilco was getting paid by Hess for the remaining period. What's the point of keeping it intentionally vague?
    Aug 5, 2015. 02:33 AM | 1 Like Like |Link to Comment
  • The Curious Case Of Automodular [View article]
    Nice article, cheers.
    May 27, 2015. 07:57 PM | Likes Like |Link to Comment
  • Blucora: What's The Cash For? [View article]
    Thanks for the article.

    Each note is convertible offers 46.1723 shares of BCOR right? So the main upside here is in case BCOR share price goes above $21.66 ?

    Also, what happens if the interest rates rise? The note will come down in price (yield will go up) - or am I missing something?

    May 21, 2015. 12:45 AM | Likes Like |Link to Comment
  • Finding Awilco Drilling's Bottom [View article]
    why do you assume a 12℅ tax rate?
    Apr 1, 2015. 02:30 PM | Likes Like |Link to Comment
  • Awilco Drilling - Best Of A Bad Bunch? [View article]
    Awilco bonds were traded last in the 70s ( any thoughts on what that means? Would the company be better off if it could retire the debt at 60-70 cents on the dollar rather than pay dividends?
    Mar 22, 2015. 07:15 PM | Likes Like |Link to Comment
  • Untangling Seadrill's Complicated Debt Structure [View article]
    It seems the one (if only) reason why JF/SDRL created all the disparate entities is to borrow as much as he can get away with, during the good times of the cycle. And to extract as much money out of it as possible via ridiculously high dividend. while the market is still sanguine, and store it in his personal bank account.
    For example, notice how any money loaned to SFL effectively ends up in the shareholders' pockets via sale leaseback and then via dividend.
    Then once the cycle turns, all the retail suckers/yield hogs/dividend investors panic and when the market dives in despair/hopelessness, he can tap into that same bank account to rescue the company as a white knight at the bottom of the cycle.
    Jan 17, 2015. 02:48 AM | 1 Like Like |Link to Comment
  • Is Las Vegas Sands Worth A Leap Of Faith Right Now? A Resounding Yes Vote Here [View article]
    Jan 15, 2015. 01:31 PM | Likes Like |Link to Comment
  • Google: Is The Future Gloomy? [View article]
    Jan 14, 2015. 02:10 PM | 3 Likes Like |Link to Comment
  • The Internet Monopoly I Want To Own Forever [View article]
    @MrMatt: Agree on #1

    As for #2...yeah probably the unsophisticated users who don't know a search ad from a search result. By and large, most users know that Google is the gold standard of search (it's a verb, after all). Just imagine this - if a malicious software changed your default web browser from Google to say - why wouldn't the user quickly change it back to what he/she is used to, i.e. - Google?

    Besides, there are many users still who like to actually type into the address bar and then begin their search from there. For them, the default search setting doesn't change much.
    Jan 10, 2015. 01:55 AM | 1 Like Like |Link to Comment
  • The Internet Monopoly I Want To Own Forever [View article]
    "I didn't think this could happen; Google was supposed to be invincible."

    The true value of a search engine is judged by the users, not a 3rd party middle-man. If Firefox users, for years, have been accustomed to Google and like what Google provides (much better than Yahoo ever could), why would they be happy to see their default engine switched to Yahoo? Moreover, how much effort will it take to switch the engine back to Google?
    Jan 9, 2015. 03:48 PM | 1 Like Like |Link to Comment
  • Examining Ebix Through The Eyes Of The Most Famous Value Investor [View article]
    Where did you hear about this? And do you know what % of sales it would be? I'm guessing not a huge % since EBIX has thousands of customers, but would still love to know, thanks.
    Jan 4, 2015. 11:31 PM | Likes Like |Link to Comment
  • Medallion Financial: Classic Case Of A Thought Virus Gone Wild [View article]
    >>@sid18, Google Ventures an investor in Uber. This is very sad for Google and I find it questionable that senior management of Google would allow such an investment... especially given Google's motto. But, I suppose, Google is a fairly large organization at this point. If Page approved the investment then he will have fallen dramatically my eyes.<<

    Well...if the success of any investment is measured by getting a good ROI, then they have certainly succeeded. Nothing prevents them from cashing in their chips at this point and setting up an Uber competitor...or am I missing something?
    Jan 2, 2015. 01:30 PM | Likes Like |Link to Comment
  • Medallion Financial: Classic Case Of A Thought Virus Gone Wild [View article]
    It's a scary thought, because there are companies that don't necessarily want to profit out of everything if it helps them solidify their existing business.

    For example, if Google decides to build an Uber alternative, with a revenue cut of 0% to 3% of the revenue cut instead of 20% - that'd be a huge blow to Uber's business model. They already have tens of thousands of smart engineers, better data (on users and the geographic landscape), a payment processing unit (Google Wallet) and I'm sure they wouldn't mind subsidizing the Uber-killer with their ad business profits.

    Google already has users (over a billion Android activations), brand awareness and user trust. Why hasn't Google jumped into it already? Maybe it's the regulatory hurdles and headaches that come in the long-run ?
    Jan 1, 2015. 05:34 PM | Likes Like |Link to Comment
  • Awilco Drilling: A Whopping 39.1% In Dividend. What Is The Catch? [View article]
    What does this portend for Awilco?

    Positive as one rig is reduced from the supply?


    Negative as Transocean doesn't think a JW McLean - (which seems to be a rig slightly inferior to WilHunter) is worth more dead than alive?
    Dec 20, 2014. 10:50 PM | Likes Like |Link to Comment