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  • Will iPads Replace Textbooks In K-12 Classrooms?  [View article]
    Assuming the trend towards a more digitzed classroom is a pretty safe bet:

    Apple's products generally are considered "luxury" and rightly so because of the high quality, style and price that comes along. Wouldn't it be a better use of tax payer money to get something like a kindle for 1/2 the price and simliar functionality, though admittedly not as sexy?
    Nov 1, 2012. 10:03 AM | Likes Like |Link to Comment
  • A Serious Problem With ClearSign's Story  [View article]
    Actually, investing in this "world-changer" without 3'rd party verification doesn't even make sense now.
    Oct 18, 2012. 05:37 PM | 2 Likes Like |Link to Comment
  • A Serious Problem With ClearSign's Story  [View article]
    Marlett -

    Attacking Seeking Alpha? Way to go. I am guessing you are OK with Seeking Alpha publishing Mr. Basenese's article on CLIR?

    I believe time will show that Mr. Berry is doing the investment community a service by researching & writing these articles. It doesn't take a genius to know that "something is rotten in Denmark" here.

    I have no position in CLIR but it is literally calling out "short me, short me, big boy". Especially after reading Marlett's dodgy retorts.
    Oct 18, 2012. 05:18 AM | 2 Likes Like |Link to Comment
  • Chipotle Gets Einhorned: Why David Einhorn's Thesis Is Flawed  [View article]
    Have you tried doing that? Does it work for you? People listen to Einhorn because of his track record. As long as it is disclosed, I see no harm in someone having a stake in it, long or short, in fact I prefer it.

    I don't own any CMG, but I think Einhorn is wrong on Taco Bell. Just because TB got some new molds to extrude some new menu items does not mean they will be a threat. I think the author of the article is right on when they state that people go to CMG for the experience and food quality, something not exactly associated with Taco Bell.
    Oct 3, 2012. 01:16 PM | Likes Like |Link to Comment
  • I'll Take The High Dividend; You Take The Low Volatility - Which ETF Road To Take? Part 1  [View article]
    ...on the bonny, bonny banks of loch lomond.

    Best title I have seen yet, and the article is good too!
    Oct 3, 2012. 09:05 AM | Likes Like |Link to Comment
  • Are Apple Bulls Aware Of The Downside Risk To The iPhone?  [View article]
    More articles like this should have been written about RIMM in 2007 (maybe they were?). Never does any harm to consider potential downsides. Always enjoyable to read cogently written articles by this author, whether I agree with the conclusions or not - chapeau.
    Sep 22, 2012. 06:11 AM | 1 Like Like |Link to Comment
  • Activision's Market Leadership And Best-In-Class Margins Represent Additional Downside Risk  [View article]
    "ECON 101 teaches us high margins equal future competition."

    This is certainly true but it is more meaningful if a company is enjoying a LACK OF COMPETITION, implying that if a competitor moved in, the margins for the previously unchallenged firm will trend downward. I think it is highly debatable to make the claim that this market is not hotly contested.

    On the flip side, it is my opinion that maintaining this impressive margin in the face of brutal competition can only be a positive indicator and a sign of quality management.

    I think on a general note this article is too backward looking and downplays the ability of ATVI to create entirely new profitable opportunities. To release a wildly successful franchise (skylanders) with margins ~40% in a contracting market is quite an achievement. The article is frozen in time and precludes new innovations. Long ATVI.
    Sep 15, 2012. 09:17 AM | Likes Like |Link to Comment
  • 'No QE' Bernanke Will Disappoint Markets Friday  [View article]
    ...because when Nixon instituted controls it worked out so well!
    Aug 28, 2012. 01:26 PM | 2 Likes Like |Link to Comment
  • Zillow And LinkedIn - Headed In The Right Direction  [View article]
    Holy Moly - the tables in the article look like they were drawn by crayon and sent through 3 facsimile machines!

    To echo some previous comments, I think linked-in has a valuable service to offer - just not as valuable as the market is pricing it. My experience with the linked-in website: I like it just as long as it is free. (I would never pay for the premium membership) I hope the other two revenue generators mentioned deliver, because I don't think too many users like me will fork it over.
    Aug 16, 2012. 02:32 PM | Likes Like |Link to Comment
  • Signs Of Amazon.com Mismanagement  [View article]

    I am sure Bezos just woke up one day and said, "lets give something away for free".

    Offering free videos might lead to more prime memberships / less attrition of existing ones. I say "might" because it is a calculated risk and no one knows for sure yet, we need more time to get a reliable look at how this affects the bottom line. I am not convinced by a completely qualitative argument that ignores the possible upside altogether.

    You are tossing the label "mismanagement" around pretty carelessly. It certainly would be a surprise if your thesis is right, because everything I read above seems flimsy.
    Aug 14, 2012. 01:24 PM | 2 Likes Like |Link to Comment
  • Randgold And The Secret To Successful Contrarian Investing  [View article]
    Did I miss something? I haven't seen any news that would be driving GOLD back down 2 days later. Is it just the taureg thing?
    Apr 12, 2012. 05:01 AM | Likes Like |Link to Comment
  • Finding A True Value For Gold And Silver: Part I  [View article]
    2 different theses, which we have the ability to test in the near future. You are contending by extension that nearly all common commodities (energy, agricultural, etc.) are in a speculative bubble. Metals have basically trended with every other commodity indicator since 1990, albeit with more gyrations.
    Apr 10, 2012. 06:52 PM | 1 Like Like |Link to Comment
  • Finding A True Value For Gold And Silver: Part I  [View article]
    Thanks for the response - I understand you have done your own independent valuation on gold... Now let me expand on my last post:

    1) Real Inflation (measured as expansion in money supply without corresponding increase in productivity, i.e 'ctrl+p' money) has gone off of the reservation since 1990, we have papered over the dotcom and the housing bubbles...and those were the good old days before the militantly inflationary QE franchise.

    2) In 2010 the market did not agree with your valuation - I would contend that the market is pricing in this new near global regime of inflation that your model is completely blind to. I would suggest getting some more current data and incorporating into your valuation.

    3) To add to his legacy, President Nixon fudged the officially reported inflation calculation to look more rosy. I don't have to remind you why it behooves the government to under-report inflation. If you want numbers with less fudge I suggest John Williams' ShadowStats.com.

    Apr 10, 2012. 11:00 AM | 2 Likes Like |Link to Comment
  • Randgold And The Secret To Successful Contrarian Investing  [View article]
    Fantastically well written article - love the clearly stated caveats and assumptions.

    Bought in a about a week after the putsch (missed the bottom) and was happy to read of the news over the weekend.
    Apr 10, 2012. 10:38 AM | 1 Like Like |Link to Comment
  • Randgold And The Secret To Successful Contrarian Investing  [View article]
    "entire mining operation could shut down due to military action by one or more rebel groups"

    Highly unlikely considering the Taureg rebels in the north do not seek to overthrow the government in Bamako, apparently they only seek to carve out an autonomous region for themselves about 700 miles to the north of any mining operations. I would worry more about strong arming from the mutineers in the military.
    Apr 10, 2012. 10:32 AM | Likes Like |Link to Comment