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  • Update: Microsoft Is A 'C' Student [View article]
    This article only mentions parts of Microsoft, it does not not say anything about e.g. enterprise IT, where Microsoft is strong and companies like Google or Apple are weak. The article is therefore misleading. Not helpful.
    Jan 27, 2015. 04:03 AM | 4 Likes Like |Link to Comment
  • SAP: To Cloud And Infinity [View article]
    Main competitors in enterprise IT are SAP, Microsoft and Oracle. All three have a wide moat in this long term growing segment. The whole segment of enterprise software is a safe long term bet. Much safer than e.g. consumer area, where the moats are not that strong and therefore more competitors. In consumer IT, even if you build excellent products like Apple, there is still a higher risk that one day people switch to a different product. E.g. competitors products could become more fashionable. In enterprise IT this risk is almost not existing.
    I am very long SAP, Microsoft and Oracle.
    Jan 19, 2015. 04:53 AM | 1 Like Like |Link to Comment
  • More Senior Citizens Are Using Facebook [View article]
    I do not care much about fake accounts or hip youngsters or their grandmas. I use facebook very rarely and never use Instagram. It all does not add much value to my life .... but as an investor I am very long facebook (the company !)
    Jan 14, 2015. 05:20 AM | 2 Likes Like |Link to Comment
  • Why Google Underperformed In 2014 [View article]
    Indeed. Some weeks ago I sold (had to) half of my FB shares to diversify with BABA.
    Google is on my watch list for a decade but I never bought shares. They have a great cash cow with their ads indeed, but they invest this money into too many projects. Instead they should have copied the Microsoft strategy: Microsoft used cash cow windows to invest into enterprise IT. Very sustainable. Very profitable.
    Nov 13, 2014. 04:26 AM | 1 Like Like |Link to Comment
  • Alibaba: Winner In Both Growth And Profitability, But Overvalued [View article]
    Very insightful article. It confirms my opinion that Alibaba has a wide moat and good fundamentals. On the price we will see, if it is overvalued. I hope you are wrong, because I just went long. Anyway, I have a longterm horizon on Alibaba and do not really care much if it temporarily dips, as long as the story is intact.
    Thanks for a great article.
    Oct 2, 2014. 11:13 AM | 3 Likes Like |Link to Comment
  • Will Ello Disrupt Facebook? [View article]
    - Facebook is a complex social network,
    - Instagram is a communicator where you "chat" via pictures,
    - snapshat similar only the pictures dissappear, it is more like "phoning" via pictures
    - Whatsapp is quick and easy communication, where you mainly "chat" via text

    FB the company owns most of that already, each having a high moat - mainly because of the network effect.

    A competitive tool would need to invent something completely new to the above. If it only copies one of above products then no chance.

    Ergo: Ello has no chance.
    Oct 2, 2014. 05:48 AM | 2 Likes Like |Link to Comment
  • Alibaba's IPO Is A Beginning, Not An End [View article]
    thanks for this insightful article. Especially the 11main "premium shopping" attempt sounds interesting. The future of Alibaba looks bright, good products, good strategies. I am now long Alibaba - this was unplanned but with the huge profits from FB they had too much weight in my portfolio. I feel safer with a combination of FB + BABA.
    Oct 1, 2014. 09:03 AM | Likes Like |Link to Comment
  • Facebook Can Weather Any Storm [View article]
    fxfx, you seem to have a negative attitude against "Zuckerbergs monster", but those are your emotions only, not relevant for investment decision.
    And your reply is only full with negative emotions.

    I know a lot of people who always said: no need for a smartphone ... but once they heard that friends around them building Whatsapp groups and did a lot of chatting via these groups ... then the rest simply followed.
    And please do not call this nonsense only because you did not make the same experience.
    Also your judgement about FB/WA you should reconsider: Most people are just using Whatsapp as a communication tool, they do not really know it is part of FB.
    Oct 1, 2014. 06:12 AM | 2 Likes Like |Link to Comment
  • Facebook Can Weather Any Storm [View article]
    Macro, well said. In Germany, where I live, everyone is now buying a smartphone, just to have Whatsapp. It is cheap and easy to download, easy to use ... and it allows creating groups. Simply brilliant - because it is simple. Monetization will soon follow, once user number reaches 1 billion.
    Sep 30, 2014. 12:17 PM | Likes Like |Link to Comment
  • Facebook Can Weather Any Storm [View article]
    the same you could say about paper or TV ads. I also do not really understand "advertising", but companies are spending money for it all the time, in the past and in the future ... and a lot moves to digital media
    Sep 30, 2014. 12:13 PM | 1 Like Like |Link to Comment
  • Facebook Can Weather Any Storm [View article]
    Even if Ello was better, what relevance does this have for investing decision ?
    Sep 30, 2014. 12:11 PM | 1 Like Like |Link to Comment
  • Facebook Can Weather Any Storm [View article]
    Kyle: You are spending your time with reading and commenting SA articles about facebook and then you do not even know the name of one of their core products ? And then you judge about this product.

    Good luck with your investments, you might need it.
    Sep 30, 2014. 12:09 PM | 2 Likes Like |Link to Comment
  • Facebook Can Weather Any Storm [View article]
    Markos, I also read your linked article - back in summer 2012 - about FB, where it stood at $29 and you rated it a buy. Well done ! Still a lot of investors do not seem to understand the power of the network effect that FB has and also the power of their product mix of facebook/Instagram/Wha...
    Many people seem to be afraid that facebook could tomorrow become another MySpace. This is very very unlikely.
    Long FB
    (Long for me means: I own the shares and plan to keep it for at least 10-20 years)
    Sep 30, 2014. 02:58 AM | 6 Likes Like |Link to Comment
  • Facebook May Become Bigger Than Google AdSense [View article]
    This all sounds quite promising, but I do not really understand how it works. If e.g. user number on FB goes towards 0 one day, would Facebook the company still be able to sell these third-party ads ?
    Sep 26, 2014. 11:45 AM | Likes Like |Link to Comment
  • Is Microsoft Remaining Relevant? [View article]
    The main business of MSFT is enterprise IT products, cash cows for many years to come.
    MSFT always tries to attack Apple or Google in the consumer area, and they normally fail ... but you can never be sure, maybe one day they will be successful, then Apple and/or Google will be in trouble.
    Therefore MSFT is a safe longterm investment. Apple/Google not, these companies are threatend by MSFT but cannot threat MSFT, they have zero enterprise IT products.
    Sep 26, 2014. 11:28 AM | 4 Likes Like |Link to Comment