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Thepugdog

Thepugdog
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  • Investment Recommendations: My Track Record [View instapost]
    Justin,
    Hey nice work and I also determined Netflix should be shorted earlier this year although did not trade the idea. Just thought I would point out where I decided that I had gotten wrong to compare notes so to speak. First I underestimated the brand value and traction of the international market for NetFlix. Second I believe investors reward firms who are at the front of changing market dynamics much like AMZN who has literally changed the world we live in, how we read, etc. If you could look forward twenty years would you see a sky full of drones delivering AMZN sold products and an AMZN that now has 30-60% of the entire world's publishing market? Finally and MOST importantly I believe that I looked at the massive rising tide of competition (AMZN again lol) including products I consider to be superior from a value perspective (offer a more compelling value to the customer) and thought surely people would be dropping NetFlix. The error there is that I thought of the services as mutually exclusive, no one has cable AND Dish right? Wrong in this case I now see because it's affordable enough and offers proprietary content on and off line. I still question future profitability based on rising costs as more competition enters the arena and buy content it should give content providers vastly increased pricing power. Suddenly there are 8 or ten companies bidding on a supply of products which has not grown much so that increased demand for its products has made them considerably more valuable.
    Dec 3 05:24 PM | Likes Like |Link to Comment
  • NQ Mobile: Still Too Many Red Flags, Remains Highly Suspicious At Best [View article]
    There are so many parts of this article that aren't just biased but outright incorrect. IMO that makes me claim the veracity of the rest. Just to point out one very easy point, the author states that Leovo denies having a relationship with NQ. That is patently false, even Bloolmberg (whose coverage has been decidedly bearish on NQ) admitted in their article on NQ that Lenovo confirmed being a customer of NQ's!

    In addition the suggestion that NQ partners remaining silent implies guilt on NQ's part is also absurd. Why would China Mobil comment, it would be a lose-lose proposition. They have nothing to gain by commenting and would only get themselves mentioned in articles alleging fraud, I'm sure that's just what every corp wants.

    Finally no one in ide has heard of NQ? Until I started researching NQ I couldn't name any mobil security copanies in the US. Many of NQ products are licensed which means they may not be gaudily branded to the end user, rebranded or unbranded depending. You can open your phone now and buy quite a few products from NQ, award winning products.
    Nov 5 12:14 PM | 1 Like Like |Link to Comment
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