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MJ Pragmatist

MJ Pragmatist
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  • Chinese Internet stocks rise AH on Alibaba numbers [View news story]
    Down 30% on market rotation and mini corrrection. Up 1% on positive news.
    Apr 15 05:43 PM | Likes Like |Link to Comment
  • Yahoo beats by $0.01, revenues in line [View news story]
    At least their revenues are growing a tiny bit, but what I really care about is forward guidance and Alibaba.
    Apr 15 04:29 PM | Likes Like |Link to Comment
  • Risk on: Tech momentum stocks rebound [View news story]
    The herd mentality can be quite strong and overwhelming at times.
    Apr 8 05:25 PM | Likes Like |Link to Comment
  • Oppenheimer's InvenSense downgrade: Competition, product timing cited [View news story]
    Apple bought the vendor that supported the Xbox controller. Could he be referring to that somehow?
    Apr 1 10:02 PM | Likes Like |Link to Comment
  • Apple: Short-Term Caution Is Justified [View article]
    Certainly that was just a typo. The article seems logical overall.
    Mar 25 07:38 AM | Likes Like |Link to Comment
  • WSJ: Apple, Comcast in talks about TV-streaming service [View news story]
    Nice to hear of Apple doing something new that is near term tangible.
    Mar 24 07:39 AM | 3 Likes Like |Link to Comment
  • Yandex Post The Crimea Crisis [View article]
    Nice article. I expect this Russian political mess will be resolved within the next fe months. Putin will consolidate his gains before doing anything more
    Mar 22 10:18 AM | 1 Like Like |Link to Comment
  • Report: Apple holding music service talks, mulling Android iTunes app [View news story]
    iTunes became super successful in the first place because it supported non-Apple products (i.e. Windows). I think they could do the same with their streaming app without hurting their iPhone sales. I'm not sure about iTunes although the two do go together somewhat.
    Mar 21 06:08 PM | 5 Likes Like |Link to Comment
  • 8GB iPhone 5C rolled out; iPad 2 replaced with 4th-gen model [View news story]
    About time Apple swapped out the iPad 2 at $399 for the iPad 4. The iPhone 5C with 8 GB of memory is a good idea too. They need to spread out their product line a little more.
    Mar 18 09:59 PM | Likes Like |Link to Comment
  • Yahoo: Short The Alibaba IPO Hype [View article]
    Nice article except that it seems the cash and position Yahoo will have from Alibaba and Yahoo Japan needs to be taken into better account when determining future value.
    Mar 17 08:27 AM | 1 Like Like |Link to Comment
  • IAC/InterActiveCorp: Plenty Of Upside As Tinder Approaches 1B Daily Profile Views [View article]
    This could help explain the IACI reorg. Good article.
    Mar 8 10:39 AM | Likes Like |Link to Comment
  • Yahoo Needs To Invent A Useful Everyday Product To Be Relevant In The Long Term [View article]
    Alibaba has been doing great. The jury is still out on how well she has been doing. I can't even access my Yahoo portfolios anymore from my computer.
    Mar 7 10:01 PM | Likes Like |Link to Comment
  • Short Palo Alto Networks, Downside Risk Based On Upcoming Patent Infringement Trial [View article]
    I wish that I had time to dive into these claims. I'd be surprised if either company won 100%, but it certainly could be a lopsided win one way or the other.
    Feb 24 10:34 PM | Likes Like |Link to Comment
  • ModernGraham Quarterly Valuation Of Yahoo Inc. [View article]
    It would be nice to see the assumed growth rate with various Alibaba and Yahoo Japan valuations.
    Feb 12 09:10 AM | Likes Like |Link to Comment
  • Align Technology Is Lined Up For Years Of Growth [View article]
    Nice article. I'd be interested on the impact of some of their recent product announcements/improvem...
    Feb 11 07:26 AM | Likes Like |Link to Comment