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Jordache Ferragamo

Jordache Ferragamo
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  • Bravo Brio: The Little Italian Restaurant That Could [View article]
    Thank you for the wonderful article - I am following you now.

    I have had some good dining experiences with them and some bad ones (intestinal issues), but I always eat well.

    I have 1 questions for you:
    1. Are you worried about potential spikes in the price of wheat or corn?
    2. How would they be impacted by rising rates - most of their diners have mortgages and might not eat out as much?

    Thanks for being a fun writer who helps me help myself. Best - Jordache.
    Nov 22, 2013. 01:01 AM | 1 Like Like |Link to Comment
  • Arcos Dorados: A Value Investor's Feast [View article]
    I think this is a very wonderful article (I am going to follow you), but I have 2 questions:
    1. You have a lot of charts, tables (comp tables), etc., and this is great useful stuff, but doesn't every analyst at every hedge fund have this information? What is the insight that every analyst doesn't have? Maybe if you said you did proprietary surveys on eating habits in Brazil. Do you know for sure that the Bolsheviks won't be devalued further.
    2. What are same-store-sale comps versus the peers group?
    3. Do they have specials sauces for the local market (i.e. spicy salsa instead of ketchup)?
    4. Have you thought of a potential Latin America ("Lat-Am") currency short to hedge your position in case of a black ("negro") swan event and ARCO faces major problems because of political instabilities.

    Thanks very much in advance for the thoughtful responses.
    Nov 22, 2013. 01:01 AM | Likes Like |Link to Comment
  • Intel Gets Its Act Together: Analyst Day Takeaways [View article]
    This article is very wonderful indeed. What am I missing? Intel has underperformed semis this year, and yet seemingly they are in the best position ever.
    But with all great today, after 2014 guidance of flat (share losses?) the stock is in-line with the market and it underperformed SMH.
    Did you like the exciting new technologies? 14nm is tiny. Was Ashraf so excited? That's very wonderful, but it does not explain mediocrity.
    How do you make Intel one of your biggest positions. YTD it has underperformed AMD, ARMH and AMCC (only on As so far) and SMH by a lot. I bet clients still must pay you. Do you feel proud of Intel and are you aware this is negative semiconductor alpha.
    I admit Stacy is usually a female name, so Stacy Smith might be more busy with psychological ramifications of man with ladies name, than making more profitable decisions.
    Foundry is exciting perhaps. Please tell me multiple of TSM? Not so high my friend, so will it actually do favors for investors. Perhaps.
    You write "It's hard not to see analysts reevaluating their stances and target prices after this. Intel reaffirmed that PCs are stabilizing, DCG is growing, and mobile is exploding." So why guiding 2014 flat. What are you missing my analyst friends?
    The truth needs to be told of course.
    Nov 21, 2013. 09:59 PM | 1 Like Like |Link to Comment
  • Johnson & Johnson's 12-month Price Target At $105 [View article]
    Hi, wonderful, wonderful. Very informative, brings back memories of Johnson's baby shampoo.

    Anyhow, I am not long, but am considering (STRONGLY).
    So I have just one question:
    1. Is there a margin of safety here? If we use 10.5% discount rate instead of 10.0% then stock is above value. 50bps appear to make all the difference. Also, if growth is 4.5% instead of 5.0% then stock is worth $97 and I make a buck and a quarter. Can't even buy a cup of coffee. If your assumption are even a tiny bit aggressive then a not so very good investment.
    2. Why do authors follow themselves on seeking alpha? We are following you on seeking alpha bc you are witty and brilliant, but following yourself seems somewhere between unnecessary and narcissistic (but what's 50bps between friends).

    Thanks for the write-up. Can you do a new one on Pfizer soon please!
    Nov 21, 2013. 09:57 PM | Likes Like |Link to Comment
  • The Market May Be Set For A Sell-Off [View article]
    It's now a month later and Dow up 4 1/2 % and NFLX up 8%. It seems like you not only missed the field goal, but were kicking at the wrong goals posts. Do you waive client fees when you have a month like this.

    PS - great work, I followed you!
    Nov 21, 2013. 09:52 PM | Likes Like |Link to Comment
  • Voxeljet - Printing Red Flags In All Dimensions [View article]
    This is a great, article. I am very proud of you, young man. Your mom would be too. Mazel Tov!
    Nov 21, 2013. 09:51 PM | Likes Like |Link to Comment
  • Voxeljet - Printing Red Flags In All Dimensions [View article]
    Great, great work. Mazel Tov! I am following.
    Nov 21, 2013. 09:51 PM | Likes Like |Link to Comment
  • Investors Should Follow Carl Icahn's Lead On Transocean [View article]
    Payal - this is great. I am now following you.

    What a wonderful article (especially for a woman - I can say that as a fellow member of the female species).

    I think Carl Icahn "conned" them into doing exactly what he wanted. Are they really improving margins by $800 million? Might the lowering expenses result in lower sales? How did "King" Carl know that they could change cost cuts to $800 million instead of $300 million - do his cousins work in human resources and operations, respectively.

    I have just one question:
    1. Since you titled your article "Investors Should Follow Carl Icahn's Lead On Transocean" don't you kill the whole thing by disclosing that you don't own the stock? I mean, I really liked this article, a lot. (I'm following first follow). But your title is completely at odds with your own behavior. I'm surprised at you. The picture of you with your child makes you appear so sincere and earnest. I guess I'm more disappointed than surprised, nothing really surprises me any more.
    2. RIG and the drillers in general do well when oil prices are sky high. With a domestic resurgence in oil production, possible dropping/scaling back of sanctions in Iran and other developments, isn't now the time to be selling them, not buying them, regardless of what Icahn is doing?

    Despite my question, I hope we can still be friends (good friends). I look forward to your next article and hope that you follow me back (that would be the chivalrous thing to do).

    Yours Truly
    Nov 20, 2013. 08:27 PM | 2 Likes Like |Link to Comment