Little Dude

Little Dude
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  • Weak oil markets could be a factor for PII, ACAT, and HOG  [View news story]
    The higher the price of gas, the more people decide to switch to motorcycles
    Jan 26, 2016. 01:30 PM | 2 Likes Like |Link to Comment
  • The Worst Mistake Apple Investors Can Make Right Now  [View article]
    Unless a company is about to go out of business and the only thing the stockholders will have left is the actual net assets, who cares about book value? If the compeny is profitable, who cares about the value of the assets necessary to produce it? P/FCF, thats the metric.
    Jan 7, 2016. 04:32 PM | 15 Likes Like |Link to Comment
  • Disney -3.3% as BTIG downgrades to Sell, pointing to ESPN  [View news story]
    I'd even say that ESPN is not the important part, as long as Disney owns the vehicle by which live sporting events are transmitted to the viewer, whatever that may be.
    Dec 18, 2015. 03:17 PM | 1 Like Like |Link to Comment
  • If Disney Were Brave, It Would Do This For 'The Good Dinosaur'  [View article]
    Seems like bad marketing - the (very poor) title and trailers all make it seem like this is a movie for 3-5 yr olds, but I know a group of 8-9 year old boys that saw the movie and loved it. Seems the story is a bit deeper than the trailers would have one believe.
    Dec 15, 2015. 08:26 AM | 1 Like Like |Link to Comment
  • Disney Investors Should Be Concerned - Not Panicked - About ESPN  [View article]
    That 'chump change' is half the company
    Nov 27, 2015. 08:49 PM | 1 Like Like |Link to Comment
  • Disney Investors Should Be Concerned - Not Panicked - About ESPN  [View article]
    But the millennials will age. Younger people never watch as much sports as the older generation, they have other things to do. But when they get to the stage where they have a house and family and they're sitting at home on weekends, that's when they'll start watching sports.
    Nov 27, 2015. 08:48 PM | 5 Likes Like |Link to Comment
  • Visa and MasterCard sued over processing fantasy sports payments  [View news story]
    Only the ones who lost money didn't understand.
    Nov 20, 2015. 02:20 PM | 5 Likes Like |Link to Comment
  • Coca-Cola Is Not About Sugar  [View article]
    I believe in science too - and I'll be surprised if I ever see a truly scientific study come out of Harvard. Now if a U of C study shows that soda kills people, I'll have to reconsider...
    Nov 19, 2015. 10:01 PM | 3 Likes Like |Link to Comment
  • Coca-Cola Is Not About Sugar  [View article]
    I assume most people think that heroin is worse than Coca-Cola. Also, just how did Ackman "clearly show" Munger to be immoral and unethical?
    Nov 19, 2015. 03:54 PM | 2 Likes Like |Link to Comment
  • If You Buy Starbucks Now, You're Asking For Trouble  [View article]
    Cool - do you have a mobile app?
    Nov 11, 2015. 04:25 PM | 7 Likes Like |Link to Comment
  • Qualcomm: Is There Life After Samsung?  [View article]
    QCOM didn't pay Obama - am I right? What do I win?
    Nov 5, 2015. 09:48 PM | Likes Like |Link to Comment
  • Whole Foods Disappoints Again But Some Green Shoots Emerge  [View article]
    you're right - I gotta get that line trademarked!
    Nov 5, 2015. 11:00 AM | 1 Like Like |Link to Comment
  • Whole Foods Disappoints Again But Some Green Shoots Emerge  [View article]
    I agree they should have pushed / built up their private brand more, but it always has seemed to me that they could have come up with a better name. If I see "365" I think number of days in a year, not Whole Foods.

    Also, it seems that they need to define their overall brand bettter - get their customers to think "I'm smart for buying this - its healthy for me and I'm not paying as much as those other fools" or "hey, look at me - I'm gonna live longer and be healtheir and I can afford to shop here, unlike those poor people that have to buy garbage that will kill them". Seems to me that Whole Foods started with the latter message, but got scared and tried to dilute it with the former.

    Still, there aren't many stores that get so much love from their customer base - people go out of their way to announce that they shop at Whole Foods; this doesn't happen so much with Wal-Mart or Kroger.
    Nov 5, 2015. 08:26 AM | 3 Likes Like |Link to Comment
  • Disney: Is The Recent Selloff An Opportunity?  [View article]
    I don't see anything wrong with the first bullet point of the summary. I, too, believe Disney is worth at least $85 / share. At least.
    Oct 23, 2015. 03:00 PM | 3 Likes Like |Link to Comment
  • Starbucks: My Mind Says Sell But My Heart Says Hold  [View article]
    I sold MCD in 1985 because it was too high, and because it obviously didn't have much more room to run - I mean McDonalds were everywhere and there was no way that the company would ever have a market cap of more than $10 billion, right? I probably put the money into Kodak or Lotus or something.
    Oct 3, 2015. 10:14 AM | 10 Likes Like |Link to Comment