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greenlite86

greenlite86
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  • Twitter Q1 2015 Preview: All The Right Pieces, Waiting For Execution [View article]
    And 65 Friday.
    Apr 27, 2015. 09:38 PM | Likes Like |Link to Comment
  • Twitter Q1 2015 Preview: All The Right Pieces, Waiting For Execution [View article]
    Long term bearish, but playing the earnings call with some Sep calls. It's speculation but still...can't completely ignore the Feb gap up on strong volume.
    Apr 27, 2015. 03:35 PM | Likes Like |Link to Comment
  • Facebook Q1 2015 Preview: Ready For The Kickoff [View article]
    While there are those who are juvenile enough to think that dying with the most money is what makes you a winner, I don't think Zuck would fall in that category. He's bringing the internet to the poorest corners of the world with no payoff in the foreseeable future. It's the face of the new capitalism. Making a company more successful is not always about greed. There are those who sincerely want to make this a better world. I could go on, but hey, the Tao that can be told is not the real Tao. And the kickoff is yet to start despite what analysts may think about the first quarter.
    Apr 22, 2015. 09:20 PM | 1 Like Like |Link to Comment
  • Facebook Q1 2015 Preview: Ready For The Kickoff [View article]
    STEM has been overrated. A liberal arts background is really an advantage when combined with tech. Zuck was into computers but he majored in psychology and he also studied ancient Greek and is now learning Chinese. There's an interesting article by Fareed Zakaria in the Washington Post about the benefits of a liberal education: http://wapo.st/1DiNH2V
    Apr 22, 2015. 03:07 PM | Likes Like |Link to Comment
  • Facebook Q1 2015 Preview: Ready For The Kickoff [View article]
    Look at the financial statements to see the profits. Accounting 101 should tell you there's a difference between expenses and investments. Whatsapp comes under the latter.
    Apr 21, 2015. 10:01 PM | Likes Like |Link to Comment
  • Facebook Q1 2015 Preview: Ready For The Kickoff [View article]
    Zacks Consensus Estimate is only $0.24, though there are other sites (CNN Money, Marketwatch etc) that have $0.41. There have been a lot of downward revisions for Q1. The lower the better. So hope Zacks is right.
    Apr 21, 2015. 02:51 PM | Likes Like |Link to Comment
  • Expect More Gains From Autohome [View article]
    Chinese auto show today, and they've banned "sexy models", i.e. the women, not the cars. Hopefully, buyers will now focus on the latter.
    Apr 20, 2015. 11:19 AM | Likes Like |Link to Comment
  • Netflix Bull Thesis Is Profoundly Flawed [View article]
    Some things defy logic, and all the number crunching and rational conclusions and flawless analysis won't help. Even if one is right, the timing could be off by years. And the usual metrics like P/E ratios, DCF, free cash flow, etc. are rendered useless in the face of fear and greed. An insight into tulip manias and bubble psychology may be more appropriate.
    Apr 16, 2015. 09:18 PM | 4 Likes Like |Link to Comment
  • Netflix Bull Thesis Is Profoundly Flawed [View article]
    Going below $350 is doubtful just looking at the weekly chart. It's been range bound for over a year and finally broke out over the $500 resistance on high volume. It may retest the 450 - 500 area. But $100? no way Jose. A snowball's chance in hell.
    Apr 16, 2015. 02:51 PM | 1 Like Like |Link to Comment
  • Netflix Bull Thesis Is Profoundly Flawed [View article]
    Regardless, never fight the tape.
    Apr 16, 2015. 10:51 AM | 7 Likes Like |Link to Comment
  • BitAuto: Another Dying Chinese Canary [View article]
    Ford is expanding operations in China. So is Toyota and Hyundai and other auto companies. Even though the market has cooled off, it's still growing at 7%. Smog and pollution are causing some (not all) local governments to discourage auto sales. However, that doesn't apply to used car sales which is still very active. Overall, I think it bodes well for BITA and ATHM.
    Apr 15, 2015. 08:32 PM | Likes Like |Link to Comment
  • BitAuto: Another Dying Chinese Canary [View article]
    China bubble? Don't bet on it...... http://bloom.bg/1FFKCQu
    Apr 13, 2015. 11:12 AM | Likes Like |Link to Comment
  • Is The Long Awaited Correction At Hand? [View article]
    Ain't gonna happen till the fat lady sings and Time has a bull on its cover and the cabbie and the janitor advise you on what stocks to buy.
    Apr 10, 2015. 12:27 PM | Likes Like |Link to Comment
  • The Philosopher Series, Part XVII: What Would Plato Invest In Today? [View article]
    Ayn Rand was too selfish, even made a virtue of it (The Virtue of Selfishness). So she wouldn't buy FB, considering Zucks is more of a humanitarian as he is investing in bringing the internet to remote corners of the world without any immediate payoff. I wonder where conservatives fit into this worldview. Perhaps big oil and big pharma would be Ayn Rand's thing - and Paul Ryan's and Rand Paul's and gosh is there something similar with those names?
    Apr 1, 2015. 03:47 PM | Likes Like |Link to Comment
  • Facebook F8 Wrap-Up: Bullish On Messenger And Oculus [View article]
    "FB has in fact yet to make a single dollar of profit"???
    2014 profit was $3b on revenue of $12.5b. That's double the prior year profits of $1.5b on revenue of $8b. So the profit margin also increased from 19% to 24%. Your credibility is at best questionable. If you get such a basic statistic wrong, all your other blabber is suspect.
    Mar 30, 2015. 02:40 PM | 6 Likes Like |Link to Comment
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