Seeking Alpha

english major

english major
Send Message
View as an RSS Feed
View english major's Comments BY TICKER:
Latest  |  Highest rated
  • Angie's List: Stuck In Neutral And Facing Increasing User Churn Costs [View article]
    You can take anything Bill says with a pinch of salt or a teaspoon of sugar. Most of what he spews is misleading at best, while he cashes out relentlessly.
    May 14 12:27 PM | 1 Like Like |Link to Comment
  • Angie's List: Stuck In Neutral And Facing Increasing User Churn Costs [View article]
    Very good analysis. What you fail to mention is the sentiment of the CEO and Angie herself, who continue to sell their stake in the company at an alarming rate. What is the dilution effect of the options issued to management?
    May 7 11:10 AM | Likes Like |Link to Comment
  • Does Angie's List Pass The Financial Fitness Test? [View article]
    ANGI will fail when the institutions decide to exit. They are going to need a secondary "offering" to survive. If the institutions want to save face they will bid it up once again and exit after this "offering". When that will happen is anyones guess, but time is a runnin'.
    Feb 20 09:46 AM | Likes Like |Link to Comment
  • Angie's List Is Melting Down To $0 [View article]
    We used to play bullshit bingo during earnings calls, back in the 90's. Words listed then were: synergy, win-win, data metrics blah, blah, blah. Yesterday was epic, new words being thrown out over and over and over. Funnel, scale, Star Wars, what a fing joke
    Feb 13 09:03 AM | 8 Likes Like |Link to Comment
  • The Gold Floor Fallacy [View article]
    The biggest two unknowns are how much physical gold is really out there and where it is, and how many times this gold has been sold on paper. If there was ever a rush on physicals the sky will be the limit. That's when governments will again make owning physical gold illegal.
    Dec 9 01:00 AM | 4 Likes Like |Link to Comment
  • Why Almost Free May Be Better Than Free In Consumer Reviews [View article]
    Well said, this is exactly what is going on. No chance of survival and the management know it. Watch insider sales increase, they have a lot to dump before this is worthless. I bet they have straw buyers playing options on their behalf.
    Dec 1 09:20 AM | Likes Like |Link to Comment
  • Why Almost Free May Be Better Than Free In Consumer Reviews [View article]
    I have to agree with J Mintzmyer. I've covered my short and will short again if it gets back to 15. This is a totally broken business model, revenues from advertisers goes contrary to their claims of being customer driven. $0 within two years is m 2 cents worth.
    Nov 27 06:11 PM | Likes Like |Link to Comment
  • Even With A Change In Business Model, Angie's List Is Overvalued [View article]
    perhaps the new CFO once he understands what is going on, or the CEO who can then dump all his options?
    Nov 3 11:31 AM | Likes Like |Link to Comment
  • Even With A Change In Business Model, Angie's List Is Overvalued [View article]
    If I was the CEO I would call a meeting and discuss this article. Maybe he is too busy working out a way to sell more of his options as quickly as possible. I don't envy the directors except for the massive options they all have. A broken business model with no way to change for the better.
    I think we will see more execs jumping ship soon.
    Oct 30 11:45 AM | 1 Like Like |Link to Comment
  • Imperial Sugar: Should You Be Greedy or Fearful? [View article]
    "Actually this is a finite business operation and is more complex then
    it appears. The current buddy buddy management wasn't aware of this
    and have made way too many changes that have both refineries
    reeling. It may take forever to find some people that can straighten
    out the internal issues that have been created by poor decisions."
    It's a little more complicated than that. They have to compete with beet sugar and now Mexican sugar. That is what squeezed their margins. They also have to run efficiently and have a good sales team. Unfortunately, most of the good people are gone.
    Sep 16 06:02 PM | Likes Like |Link to Comment
  • CF Buyout Bid Grossly Undervalues Terra Industries [View article]
    Dude, where did you learn English? Your post shows total ignorance of your language, so why should your comments be taken seriously?


    On Jan 21 08:52 AM legmaker wrote:

    > Tim, good insite into the subject. I believe there is a misunderstanding
    > with respect to TRA's business. They were bid down like any other
    > nitrogen business, when theirs is worth much more do to higher margins.
    > Either way you are right and these companies were good apart, but
    > now they look fantastic together. CF has well positioned themselves
    > for this takeover.
    Jan 27 07:47 AM | Likes Like |Link to Comment
  • Imperial Sugar: Coping with Disaster [View article]
    Port Wentworth is in Ga. How knowledgable can you be not even knowing this "small" detail?
    May 12 08:40 AM | Likes Like |Link to Comment
COMMENTS STATS
12 Comments
14 Likes