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MJ Pragmatist

MJ Pragmatist
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  • 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
  • Apple's iPhone unit sales miss expectations, iPads beat [View news story]
    Well, I think they could really expand their product offerings as well as deliver a new product. A larger iPhone is a no brainer, but I think they could also further expand their iPad offerings. And they continue to offer more software and services related products.
    Jan 27 08:41 PM | Likes Like |Link to Comment
  • Why Nu Skin Is Still An Attractive Investment Opportunity [View article]
    Well, what do you say about the Chinese pyramid scheme now?
    Jan 20 10:41 PM | Likes Like |Link to Comment
  • Chinese government to probe Nu Skin following allegations [View news story]
    Chinese sales were 12% of sales, right? These sales were growing very fast, but what's the probable outcome in China? Its sales likely won't go to zero...
    Jan 16 05:31 PM | Likes Like |Link to Comment
  • Michael Kors: Don't Get In Now (Part II) [View article]
    I'd estimate that its revenues will triple over the next 4-5 years. Does that make it extremely undervalued?
    Jan 6 05:51 PM | Likes Like |Link to Comment
  • IAC overhauls management, creates Match Group; shares +6.1% premarket [View news story]
    Maybe investors are happy that the existing CEO is stepping down and Diller will take a more active role?
    Dec 19 10:11 AM | Likes Like |Link to Comment
  • Yandex N.V. Management Discusses Q3 2013 Results - Earnings Call Transcript [View article]
    Good question. Also, what might be the potential ramifications of running afoul of the Russian government?
    Oct 26 10:52 AM | Likes Like |Link to Comment
  • Apple: Disappointment Is Likely To Be Temporary [View article]
    Could part of Apple's lower cost strategy be to refurbish phones from countries like the U.S. and sell many of them in poorer countries? It's trade-in program would help take care of this.
    Sep 13 11:11 PM | Likes Like |Link to Comment
  • IAC selling Newsweek to IBT Media, likely at a loss [View news story]
    Good riddance. A good CEO admits mistakes.
    Aug 5 08:17 PM | Likes Like |Link to Comment
  • Mansfield changes roles at Apple; company probing labor issues [View news story]
    Mansfield has done a great job. He's probably worth the money from a stockholder's perspective, but it is a lot of cash.
    Jul 29 10:38 AM | Likes Like |Link to Comment
  • Turf Wars: Apple And Google Face Off [View article]
    In addition to the iWatch and iTV, clearly a lower cost phone could be a needle mover. Advertising is another possible needle mover of which iRadio and maps are a part.
    Jul 22 07:31 AM | Likes Like |Link to Comment