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Akimbe

Akimbe
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  • Wal-Mart's Revenge: Amazon.com Has A Big Problem [View article]
    Pretty sure the only reason they are announcing they are for a National Sales tax is due to the fact they have to pay sales tax now in most places but not all. Thus this leaves some online retailers in certain parts of the country open to do to AMZN what AMZN did to bricks & mortar stores. Can't have that!!
    Apr 27 02:50 PM | Likes Like |Link to Comment
  • My Latest Thoughts On The FCC's Statements And The Netflix/Comcast Dispute [View article]
    bo

    Regarding a few things here:
    - 50k shows are not comparable to 500+ channels. Show counts are going to be similar with more of the latest and greatest on Cable. If you use a DVR, it's all on demand to boot
    - If Netflix had to pay for infrastructure and content (particularly sports) that Cable pays for, the rate would be a LOT higher than 8/month.
    - personalized algo based UI & recs from friends: that's nice, but just not a big deal: it's all about the content.

    And you know Cable used to be commercial free. I think you can count on Netflix adding ads sooner rather than later.
    Apr 26 03:22 PM | Likes Like |Link to Comment
  • Pandora Reminds Us Why Shorting It Is A Great Idea [View article]
    I guess it's all subjective, but iTunes Radio has been pretty great for me. I measure that based on tracks I have found that I liked enough to buy. I think both P and AAPL can implement smart algorithms here. But no one has the added edge of all of those music libraries.
    Apr 26 02:57 PM | Likes Like |Link to Comment
  • Google: Early Thoughts On The Split [View article]
    Bill

    What's bizarre to me is that GOOG and GOOGL shares together are priced such that they represent 100% of the value. But together they really just represent 35% of the value (if class B has 65% control). Google is having it both ways at the moment. A private company with ability to print money with publicly traded shares which for now are valued as if they represent the whole company (at 3x higher than they should be).

    Seems to me it's inevitable that the class A and class C shares eventually have to fall inline to the proportion of the company they represent which means at least a 65% hair cut.
    Apr 26 04:25 AM | Likes Like |Link to Comment
  • Wal-Mart's Revenge: Amazon.com Has A Big Problem [View article]
    Wow. Now down 31 pts. The bloom if off
    Apr 25 03:07 PM | Likes Like |Link to Comment
  • Why Amazon Is Heading To $400 [View article]
    I think the David has a point.

    The high stock price has been fuel to undercut other businesses in a way I would describe as unfair. No other retailer can do that w/o seeing their stock crushed. No profits? No problem. AMZN has not had to fear for lack of capital or income for growth when it can just print shares.

    The other fuel was the huge tax discount advantage.

    I don't blame shoppers because you would be chump not to take advantage of the cheapest prices.
    Apr 25 01:29 PM | Likes Like |Link to Comment
  • My Latest Thoughts On The FCC's Statements And The Netflix/Comcast Dispute [View article]
    30% of network traffic is Netflix traffic. So 1/3 of the Internet infrastructure out there supports their playback. But do 1/3 of internet users actually use Netflix. No, they don't. We really are subsidizing Netflix given this asymmetry. And they want the free ride to continue. I pay a monthly fee for broadband, but that doesn't entitle Netflix to free transit on the pipeline system they are shoving bytes into.
    Apr 25 06:31 AM | 4 Likes Like |Link to Comment
  • It's academic: Consumers don't need dealerships [View news story]
    Dig ditches and then just fill them up, huh? Who needs added value.

    Anyway most of a dealership is the service department anyway.

    But that's besides the point. Even tesla sees the value in a retail presence... They just want to own the retail presence like for example apple does. The current auto dealer setup is perverse in that it rewards bad dealers who through malice or incompetence drive up service costs and negatively impact the value of the auto maker's brand.
    Mar 27 02:34 AM | 1 Like Like |Link to Comment
  • Amazon Delivery Drones: Pie In The Sky [View article]
    And how profitable was that? What have we done since those first steps? I'm not saying we shouldn't have gone to the Moon (a Cold War space race for prestige is better than armed conflict any day). I'm saying just because it's a big dream doesn't mean it makes economic sense.

    This was a gigantic 15 min ad in the middle of a regularly scheduled highly rated TV show. Massive publicity grab to get AMZN on people's minds for xmas and trot yet another thing for analysts to point to regarding investment so they don't pay attention to profits.
    Dec 2 03:36 PM | 2 Likes Like |Link to Comment
  • Amazon planning to deliver products using drones [View news story]
    The bloom has come off the rose a little bit with this, dare I say, "jump the shark" moment.

    This whole company's valuation is based on a 150 billion dollar assumption that AMZN will one day dominate all and flip that profit switch due mainly to Bezos's genius. And then we see this rare window into what the genius is thinking. And it's neighborhood delivery drone aircraft? WTF
    Dec 2 12:56 AM | 6 Likes Like |Link to Comment
  • Amazon contends with uproar from BBC investigation [View news story]
    Aren't these the awesome Jobs politicians have been praising AMZN for providing in various state-to-state distribution center ribbon cuttings?
    Nov 26 06:31 PM | 1 Like Like |Link to Comment
  • Pandora Is Done [View article]
    Many people said it wasn't superior at the time. No keyboard alone was considered a deal breaker for many analysts at the time.
    Sep 22 03:56 PM | Likes Like |Link to Comment
  • Pandora Is Done [View article]
    So far iTunes Radio has proven quite good, both the featured stations and my custom ones (based on Rush and Starts, two very different acts).
    Sep 22 03:54 PM | 2 Likes Like |Link to Comment
  • With the major averages edging towards pricey territory, Andrew Bary of Barron's screens the S&P 500 for stocks trading at single-digit multiples, then narrows the list to those whose prospects can be argued to be good. The names are all familiar ones, but their presence on the list may surprise: VLO, MPC, HPQ, FCX, ESV, PSX, GM, MET, WDC, PRU, APA, JPM, C, DE, AAPL[View news story]
    Ted, AAPL's P/E ex cash is so cheap right now, negative growth is priced in. If they just roll around at the same income they ought to at least hit a P/E of 12 ex cash (still less than market average).
    Jul 21 12:59 AM | Likes Like |Link to Comment
  • Google's Phony Beat [View article]
    Yeah, the revenue slowed to a halt. And cash flows flat to negative. PE is 24. And on this revelation it goes up 4%. Weird market we are in.
    Apr 20 01:24 AM | 1 Like Like |Link to Comment
COMMENTS STATS
55 Comments
54 Likes