grza29

Errors in Overstock's Submissions to SEC: What Do They Signify?

I read a little of this article, but thought it could use more bolds, italics, and brackets.

A few things:
- stock valuation doesn't include inputs for analyst expectations.
- how would you know what the consensus analyst expectation is anyway? As in what defines an analyst? Couldn't be just sell-side research, because they don't make buy / sell decisions for mutual funds. Also, did the consensus analyst expectation include Sam Antar's estimate? His very accurate estimates of negative infinite per quarter, would bring down the consensus, and make the surprise even higher.
- What's the consensus estimate on Sam Antar's IQ? Over/under 100?

Overstock Circus, Take #2

I would be interested in a piece about Barron's. Has their readership been increasing/decreasing over the years? It seems like their articles have very bad editorial management. We all know about the Amazon.Bomb cover from years ago, and I someone forwarded me a negative article from COGT (I own) last year and the analysis was all wrong, from the balance sheet figures they were quoting, and the overall call which was that it could go down to $4, with their source being an "unnamed hedge fund". There's 2000+ hedge funds, and your only source is an anonymous hedge fund. Then I see this Gary Weiss guy, with Barron's in is bio and his source is "reformed felon ____"!!! Since when did serious journalists start thinking a "reformed felon" was a better source than let's say Warren Buffet, Peter Lynch, any sell-side analyst sitting on the earning's call, a chimpanzee that throws darts at the Wall Street Journal.....?

I can't believe I just added to this guy's hit rate! I think I'll contact Seeking Alpha and ask them what type of filters they use to select writers.