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sid18

sid18
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  • Google-Twitch reportedly thwarted by antitrust issues; Amazon rallies [View news story]
    Interesting take. Why would twitch's investors have a problem with AMZN stock? AMZN has plenty of liquidity. More like Jeff Bezos thought paying cash was a better deal for him than offering stock?
    Aug 26 04:29 PM | Likes Like |Link to Comment
  • Google-Twitch reportedly thwarted by antitrust issues; Amazon rallies [View news story]
    "I never understood why Google was interested in the first place"

    Because Google wants to dominate the live stream market (which Twitch does), just as it dominates finished, recorded videos market (with Youtube).
    Aug 26 04:27 PM | Likes Like |Link to Comment
  • Blucora's Strong Fundamentals Obscured By Overblown Headwinds [View article]
    Any analysis on BluCora without separately valuing each of the segments, is incomplete analysis.
    Aug 26 03:55 PM | Likes Like |Link to Comment
  • Update: Awilco Earnings [View article]
    The thing about this company is that (according to the management), these rigs are poised to last so long that the dividend increase/decrease in the interim is meaningless as long as oil prices don't crash. Someone mentioned earlier that even if management is optimistic by 10 years and the rigs are only competitive till 2021, it's still a home-run because the dividends would exceed the current price without counting the residual scrap value of the rigs + BOPs.

    I'd love to pick the major shareholder's brain and try to understand what his end game is. Is he waiting for a top? Does he really want to keep these rigs operating until 2030++?
    Aug 19 03:34 AM | 1 Like Like |Link to Comment
  • Update: Awilco Earnings [View article]
    In your model, is depreciation and amortization included in the "Operating, g&a, other" expense?

    If so, I see the income tax rate you're using is around 19-20%
    Aug 18 04:07 PM | 1 Like Like |Link to Comment
  • Update: Valeant's Tender Offer For Allergan - Just 4% Of Shares Tendered In Dismal Failure [View article]
    Is the valeant price supposed to go up if the acquisition is successful (and if so, how much approximately?) Because at this price, 1.226 share of VRX is worth only 137.37808
    Aug 18 12:58 AM | Likes Like |Link to Comment
  • Chapman And Hempton On Herbalife: The Blind Are Leading The Blind [View article]
    "No matter what you call it, Herbalife is an evil company. Their mission is not to be noble and help people to lose weight, that's just their cover up. Their mission is to get rich, which means that they constantly need to invent new scum methods. I'm surprised that they ever made it to the stock market."


    Åsa Stenström, I hate to burst your bubble but there are plenty of companies that have "made it to the stock market" such as Tobacco companies, Defense contractors, Debt collection companies, Patent Trolls

    Shall we all take action because their mission is "not to be noble" ?
    Aug 17 06:25 PM | 4 Likes Like |Link to Comment
  • The Internet Monopoly I Want To Own Forever [View article]
    Why hasn't MSFT been able to do it yet?
    Aug 17 01:18 AM | Likes Like |Link to Comment
  • The Internet Monopoly I Want To Own Forever [View article]
    Thanks for that.
    Aug 14 07:48 PM | Likes Like |Link to Comment
  • The Tile Shop: Taking A Mea Culpa On This Unmitigated Disaster [View article]
    Really heavy insider buying - wow.
    Aug 14 07:16 PM | Likes Like |Link to Comment
  • Awilco Drilling Is Still The World's Most Undervalued Company [View article]
    Company.
    Aug 14 07:08 PM | Likes Like |Link to Comment
  • The Internet Monopoly I Want To Own Forever [View article]
    @Spolas01: I wasn't aware of the potential div if yearly VWAP is higher than 1%. Where can I find more info on this?

    Thanks.
    Aug 14 03:26 PM | Likes Like |Link to Comment
  • The Internet Monopoly I Want To Own Forever [View article]
    Google is an excellent business and but we might have a difference of opinion whether it's a good buy at this price. I'm of the camp that we've yet to experience the bear market in internet stocks and Goog will be dragged down along with all the high flyers of the market. We shall see.

    I also don't understand the "network effect" for search. There is network effect for Google Adsense for websites (ie: the more websites that are on the network, the more advertisers join, and vice versa) and Youtube. As for search, it just has a huge mind share and tremendous user loyalty that they have engendered over the years. The moat comes from the fact that "Google" is now a verb rather than just a noun. Something similar to Coca Cola. It's not hard to recreate a dark liquid that tastes like Coke, but it's very hard to convince people to drink that new liquid that "tastes like Coke" rather than Coke itself. This is because Coke holds a special place in people's minds, and people trust Coke. They have subconsciously associated it with happiness and satisfaction, thanks to Coke pumping billions into advertising.

    The moat comes from the fact that not only it would take a lot of money to create something as sophisticated as an intelligent search engine, but also to convince the masses to use some other search engine rather than Google. The moat also comes from the fact that Google can afford to buy pretty much anything that has the remote possibility of jeopardizing its core business.

    I specifically love Google because it's a utility business rather than a product business. IE - AAPL can be out of flavor 5 or 10 years from now, if people get tired of iPhones or iMacs or whatever. But the masses will still need a search engine and it seems very unlikely to me that Google will just fade away into oblivion.

    It's also important to realize that the ancillary offerings such as Drive, Maps, Translate, News, etc don't necessarily generate big revenue themselves, but bolster the brand value. Users love using Maps, Drive, Translate and become even more loyal to the Google brand and tend to stick to Google when it comes to search.
    Aug 14 02:40 PM | 2 Likes Like |Link to Comment
  • Outerwall, Inc: An Attractive Out Of Favor Business [View article]
    In my opinion, prices for streaming will only go up. The studios are trying to recoup their declining DVD sales by pushing movie by download that costs $15+ per movie download and margins are being squeezed from all sides. Studios want their cut, ISPs want their cut, middlemen (AMZN, AAPL, NFLX) want its cut and consumer wants a cheapest way to view a movie.

    And because online movie rentals only yield $5-$6 the studios will no way in hell lower those prices, because online movies for rent are already seen as cannibalizing online movie downloads.

    In a perfect world, the studios would have forced OUTR to stop renting out DVDs but it can't happen due to first sale doctrine...

    Which gets me wondering...why can't studios buy OUTR, spinoff/sell ecoATM and coin business, keep the DVD business and raise the prices.
    Aug 13 10:49 PM | 2 Likes Like |Link to Comment
  • Outerwall, Inc: An Attractive Out Of Favor Business [View article]
    I can't say for sure the net effect of that is positive or negative.

    In your example, having a kiosks close to your apartment might also compel you to rent more often - which is a good thing. If you have to travel far for a kiosk, you might not want to not rent the movie in the first place.
    Aug 13 07:23 PM | Likes Like |Link to Comment
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