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dbt01

dbt01
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  • You Can't Go Long Uber By Shorting The Taxi Medallion Financial Industry [View article]
    they warned that medallion prices would plummet because they have seen a significant increase? Make up your mind.
    Jan 12, 2015. 10:08 PM | 1 Like Like |Link to Comment
  • You Can't Go Long Uber By Shorting The Taxi Medallion Financial Industry [View article]
    well said
    Jan 12, 2015. 10:07 PM | 2 Likes Like |Link to Comment
  • Taxi Medallion Financial Industry Grossly Undervalued: Uber Threat Vastly Overstated [View article]
    One possible explanation is that in rideshare, through the app, all monies are taxable; tips, fares. In a taxi, lots of cash changes hands and unless it is reported, not taxed. So it can appear that Uber drivers make more than taxi drivers
    Jan 12, 2015. 12:37 AM | Likes Like |Link to Comment
  • Taxi Medallions Face Obsolescence [View article]
    How you can make such absurd statements when the taxi business is only 20% of their profits is obscene.
    Jan 11, 2015. 08:31 PM | Likes Like |Link to Comment
  • MiX Telematics: A Rare Opportunity To Buy A Stake In An Excellent Company At An Excellent Price [View article]
    IDSY does recurring revenue. You really should look into it. MIXT looks like a SCAM to me. No patents. Sketchy customer base. Multiple lawsuits. Almost no growth. Mix of bunch of thrown together companies. Hmmm. MIXT makes a good ticker for this company
    Jan 10, 2015. 12:02 AM | Likes Like |Link to Comment
  • Taxi Medallion Financial Industry Grossly Undervalued: Uber Threat Vastly Overstated [View article]
    Good point. Fairly substantial.
    Jan 9, 2015. 05:00 PM | Likes Like |Link to Comment
  • Taxi Medallions Face Obsolescence [View article]
    he said he talked to a guy. Isn't that enough?
    Jan 9, 2015. 03:30 PM | 6 Likes Like |Link to Comment
  • Taxi Medallions Face Obsolescence [View article]
    the medallion market is so illiquid with so few medallions sold, what is to stop TAXI from buying a few to prop up prices? Kind of like a stabilizing bid in the stock market. 3 Medallions sold in Chicago in the last 60 days for example.
    Jan 9, 2015. 02:14 PM | Likes Like |Link to Comment
  • Taxi Medallions Face Obsolescence [View article]
    Re UBER pay vs TAXI pay; I would guess all the UBER pay, including tips is tracked electronically via the app. Hence a higher UBER estimated pay scale. Taxi's are usually paid in cash including the tip in cash. The metered fair gets reported but who is to say they report all the tips as income?

    You have to think real world my friend. You are simply not doing that
    Jan 9, 2015. 01:29 PM | Likes Like |Link to Comment
  • Taxi Medallions Face Obsolescence [View article]
    what this author repeatedly fails to address is that Medallions make up only 20% of TAXI's profits. TAXI is essentially a subprime bank. Making TAXI the anti-Uber or the short of TAXI as a synthetic UBER long is simply barking up the wrong tree. TAXI should change their name, business description, and stock as they have essentially morphed in the last few years away from Medallions to subprime/high interest loans on RV's and boats. Maybe TAXI should become SUBP or something similar.

    Re the $60K/yr that a cabbie makes; I would guess much of the tip income is simply not reported. Just sayin.
    Jan 9, 2015. 01:12 PM | 2 Likes Like |Link to Comment
  • Taxi Medallion Financial Industry Grossly Undervalued: Uber Threat Vastly Overstated [View article]
    nothing. I'm thinking about a lot of things. Doing it and thinking about it are two different things.
    Jan 9, 2015. 01:08 PM | Likes Like |Link to Comment
  • CES: Who Wins From The Internet Of Things? [View article]
    I like IDSY in the IoT space. These other companies mentioned are just too big for IoT to move their needle. ORBC is also a close second
    Jan 9, 2015. 11:23 AM | Likes Like |Link to Comment
  • MiX Telematics: A Rare Opportunity To Buy A Stake In An Excellent Company At An Excellent Price [View article]
    to the downside to be precise.

    BTW - In reading the last CC transcript, they are saying revenue growth will be in the 3%-4% range. How can anyone get excited over that? M2M is growing double digits so they are losing market share. There will be no takeover. Maybe a takeunder in the $5 range.
    Jan 9, 2015. 11:08 AM | Likes Like |Link to Comment
  • MiX Telematics: A Rare Opportunity To Buy A Stake In An Excellent Company At An Excellent Price [View article]
    FYI - I found 4 active patent lawsuits vs MIXT. Being that they have ZERO approved patents, I am surprised there are not more.
    Jan 9, 2015. 10:47 AM | Likes Like |Link to Comment
  • The Downside For Medallion Financial Only Just Beginning [View article]
    I worked for a subprime company in the day, and interest rates of 15%-20% qualify as subprime. I don't care what the FICO score is or what they call it, I call it subprime. The company should change its name
    Jan 8, 2015. 09:11 PM | Likes Like |Link to Comment
COMMENTS STATS
592 Comments
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