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Nostradavis

Nostradavis
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  • NQ: You Can't Fool All Of The People All Of The Time [View article]
    No, that would be more like a man not speeding down the street because he's got a car filled with a banks stolen cash. He has more scrutiny, because he has more to lose.
    Apr 15 02:51 PM | Likes Like |Link to Comment
  • I Wouldn't Bet On Frac Sand Going Parabolic [View article]
    Sand in Canada, is sand in Canada. If you look at a map of SLCA holdings, their best benefit is the delivery network scattered near key fields throughout the US. Their delivery network is an overlooked asset here.

    Guar in India, is Guar in India. These guys are looking to back up a dump truck into a nearby lot of their chosen sand. Not wait on a world-round delivery of materials with a separate distribution structure.
    Mar 9 08:10 PM | 3 Likes Like |Link to Comment
  • Cobalt International Energy Management Discusses Q4 2013 Results - Earnings Call Transcript [View article]
    A fantastic quarter, yet still trades well below NAV.
    Mar 1 09:48 PM | Likes Like |Link to Comment
  • Seadrill Impresses Again With Continued Growth [View article]
    me, the guy who gets paid them...
    Feb 25 04:36 PM | 5 Likes Like |Link to Comment
  • NQ Mobile to resell Samsung's mobile security services [View news story]
    The share price has already pointed out that the burden of proof really isn't on them anymore, it has shifted back to Muddy Waters, who have come up with nothing new to help their cause. I've stuck around through the drop, and just don't understand how all these major companies (Sprint, Ubisoft, Samsung, iTunes games returning to the store, etc.) could somehow be working with a shell. The claims just don't seem to hold water.
    Feb 24 10:48 PM | 1 Like Like |Link to Comment
  • Chinese Stocks Slide After U.S. Judge Ruling: Is This A Buying Opportunity For Investors Amidst Overreactions? [View article]
    Nice strategic partnership with Ubisoft announced. Are you going to poopoo that too? Pretty sure its MW that needs saving.
    Jan 24 02:40 PM | 4 Likes Like |Link to Comment
  • Seadrill: This Sell-Off Provides A Buying Opportunity [View article]
    MF Articles are a hack job.
    Jan 7 12:38 AM | 1 Like Like |Link to Comment
  • Seadrill: This Sell-Off Provides A Buying Opportunity [View article]
    See history on that one. They have stood for higher yields for over ten years, doubt that would change now.
    Jan 3 11:35 AM | 5 Likes Like |Link to Comment
  • NQ Mobile - Special Attestation Report [View article]
    Audits detect fraud.
    Jan 3 11:15 AM | 2 Likes Like |Link to Comment
  • NQ Mobile - Special Attestation Report [View article]
    Yes, its a classic forewarning of "Well we don't like the audit we wanted in the first place...so we'll pay for another one... Until we hear what we want to hear." ( so we can get another three months to back out of our soon to be bungled short call." )
    Jan 3 11:13 AM | 4 Likes Like |Link to Comment
  • Destiny Media Technologies' CEO Discusses F4Q 2013 - Earnings Call Transcript [View article]
    The videos are hosted and streamed based on data subscriptions. A user purchases a certain subscription level and is paid by that, not just through clicks or views.
    Jan 2 11:53 AM | Likes Like |Link to Comment
  • NQ Mobile: When Emotion Trumps Reason, Opportunity Arises [View article]
    Agreed.
    Jan 1 10:35 AM | 2 Likes Like |Link to Comment
  • NQ Mobile continues soaring, short squeeze likely taking place [View news story]
    Agreed, we've only just begun.
    Jan 1 10:27 AM | Likes Like |Link to Comment
  • Our 2014 Double: Destiny Media [View article]
    My reference was to clipstream. And you are incorrect in stating that the product hasn't launched. One model (cloud) has been launched, and a revenue model has also been explained. (Yes, it is still in its opening quarter and it hasnt posted in a quarterly call yet. ) 2014 will see a number of other products launched around clipstream, based on an interview with Steve. Considering this is a clunky 5 bln dollar market, the investors here are only seeing a net penetration of .01% of that market. At this point, I dont feel that level of expectation is overblown.

    In regards to a great point you made earlier, it would be worth while to see what level of cost savings is applied to a potential customer. With the high degree of automation in this product however, it does not have the scalability issues you seem to be implying.
    Dec 30 11:19 AM | 1 Like Like |Link to Comment
  • Our 2014 Double: Destiny Media [View article]
    To revisit the question, i am assuming by your silence that you havent listened to a call. Calling it a digital courier solution is a watering down of the application.
    Dec 29 02:16 PM | Likes Like |Link to Comment
COMMENTS STATS
136 Comments
124 Likes