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AlanBike

AlanBike
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  • Netflix: Fair Value $128/Share, 67% Downside - Primed To Plunge [View article]
    This article is all conclusions, no facts and arguments.
    Mar 25 02:02 PM | Likes Like |Link to Comment
  • Emmy nominations or not, House of Cards made up less than 1% of the TV show viewing done by Netflix (NFLX) subs during an April week, per a study from research firm GfK. Breaking Bad and Mad Men each made up 3% of viewing, and Heroes and Family Guy 2% apiece. Moreover, 45 different shows claimed a ~1% share. GfK qualifies its findings by pointing out House of Cards viewing may have been much higher in February, when the show launched to considerable buzz. Meanwhile, a Cowen survey of Netflix subs found 20% claiming to have cut the cord; an outsized % of them were in the lucrative age 30-44 demographic. [View news story]
    I am way above the NFLX target demo and if I needed to save a few bucks, I would quit streaming. Instead of supplying quality films, they're squandering a fortune on dubious projects like an American rendition of a British drama. Imagine how many great films $100mil buys! Disgusted.
    Jul 20 05:11 PM | Likes Like |Link to Comment
  • Putting David Einhorn To The Taste Test [View article]
    I learned about the Cantina "threat" several months ago in Seekingalpha, so I tasted these items. Pure, standard Taco Bell garbage. Every ingredient is grossly inferior to the same item at Chipotle. Based on this, Einhorn is very reckless.
    Oct 6 03:53 AM | 1 Like Like |Link to Comment
  • Chipotle (CMG) CFO Jack Hartung dismisses the idea that a Mexican food trade-down is in the works, saying Chipotle is so different from Taco Bell (YUM) that the two aren't even direct competitors. It's a bit of a curious take after Taco Bell's Q2 same-store sales gained 12% Y/Y as it rolled out its Cantina Bell menu with more fresh food options and gourmet-level burritos. [View news story]
    Believing that Chipotle's run was coming to an end, I tried Taco Bell's Cantina chicken tostada salad that competes with Chipotle. What a joke! The chicken had that ground & processed "baloney" kind of texture. Corn looked like canned, and the guacamole was definitely reconstituted from powder. The difference from Chipotle was stunning.
    Aug 3 11:57 AM | Likes Like |Link to Comment
  • Brunswick Looks to Capitalize on Pleasure Boating Rebound [View article]
    Do you think Brunswick will continue the trend in 2012?
    Jan 12 03:40 AM | Likes Like |Link to Comment
  • How do you like your fudge? [View instapost]
    As Senior Editor, can you explain why the publication date is missing or buried and hard to find in so many SA articles? I frequently read something that looks hot only to realize that it was written 3 years earlier. Thanks.
    Dec 21 01:28 PM | Likes Like |Link to Comment
  • Why I'm Bullish on Darden [View article]
    After a 3 year hiatus, my family of 3 ate at Olive Gdn in Ventura, CA in January. We remembered it as very inexpensive and decent and fair---but not gourmet food. While prices, menu, wait and host staff were really good for this level of restaurant, we were shocked at how he food has degraded. Pizza crust and texture of ingredients were no better than the cheapo $2.95 supermarket brands. The bottomless salad bowl had only 1 small, mashed olive and only a few shreds of tomato. Chicken entre was really pathetic. Boxed wine is served along with all the ingredients that live in a can or vacuum freezer bag before "cooking." The cheapening of everything is unmistakable. However, judging by the mainly working-farming class clientele and parking lot full of beater cars, the food is probably good enough. The real investment play is probably for the microwave manufacturer. One can get a lot better even in this rural community, for the average $10 ticket here.
    Feb 18 11:35 PM | 1 Like Like |Link to Comment
  • What Year Is Ben Stein Living in? [View article]
    Ben Stein is an egomaniac buffoon and local LA yenta who loves attention. I watched him recommend Citi in May 2007 at $33 with the comment, "well run, will always be around, pays a nice 5% dividend." It's incomprehendable that his TV career endures. But then Fox TV isn't known for high standards.
    Feb 9 09:59 PM | Likes Like |Link to Comment
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