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Deepv

Deepv
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  • Daily State Of The Markets: Are Stocks Really Overvalued? [View article]
    This time is different is supposed to be a dangerous phrase. We have had ZIRP since 2008! Zero interest rates!! That is different. Now can this normalize and will stocks get hurt? Perhaps. Perhaps not (see Japan). Perhaps stocks get hurt for entirely different reasons. You can't wish stocks down when T-bills are on 50x and real expenses (education, services etc.) are going up 3-5% a year.
    Aug 19 09:20 AM | 1 Like Like |Link to Comment
  • Daily State Of The Markets: Are Stocks Really Overvalued? [View article]
    For example if I give you $10 forever 100% certain how much will you pay me. Is $100 a good deal ? would $300 be a bubble? how much are you paying for your T-bill...
    Aug 14 11:11 AM | Likes Like |Link to Comment
  • Daily State Of The Markets: Are Stocks Really Overvalued? [View article]
    Stocks are only cheap or expensive relative to something else. As long as my money market is 0% it is hard for me to argue stocks are expensive.
    Aug 14 11:09 AM | 1 Like Like |Link to Comment
  • Devon Energy Shares Are Particularly Attractive Following Recent Correction [View article]
    $80 --->>74 a pull back? In 2011 the pullback was from over $90 to near $50 and the price of oil & gas not too much different today. Prefer APA.
    Aug 14 08:54 AM | Likes Like |Link to Comment
  • Update: Seaboard's Earnings [View article]
    The top coincides with the company tender (buyback) dude
    Aug 12 02:00 PM | Likes Like |Link to Comment
  • Update: Seaboard's Earnings [View article]
    IMJDV right
    Aug 8 04:13 PM | Likes Like |Link to Comment
  • Yahoo Tries To Catch Up With Its Competition And Earnings Call Content Was Expected [View article]
    @ Lior, the way I look at Yahoo is that it's content, and that content will take the baton from distribution in the next wave. In the last 10 years content has been undervalued as new forms of distribution captured imagination. Now we have distributions as more of a commodity (we all have cable, mobile, ipad) the value is in content (productivity enhancing information, entertainment, news etc)
    Jul 29 09:01 AM | Likes Like |Link to Comment
  • 3 Bright Spots From Yahoo's Quarter [View article]
    Number of shares has nothing to do with anything in isolation. It is ridiculous argument. An identically stupid argument would be to say: Yahoo stock is $33 a share. If it goes up $1 investors make 3%. Google stock is $600. if it goes up $1 investors make less than 0.5%. Buy Yahoo because Google's share price is too high! A marginally relevant point would be that $10m to Yahoo is a whole lot more than $10m to Google on an enterprise level!
    Jul 18 01:13 PM | Likes Like |Link to Comment
  • Yahoo Tries To Catch Up With Its Competition And Earnings Call Content Was Expected [View article]
    Alibaba is an exceptional business. That aside the Street misprices the value of the Yahoo! brand and its optionality as a debt free media biz. this is mainly over fear Yahoo! management will destroy value with excess cash.
    Jul 18 01:06 PM | Likes Like |Link to Comment
  • Yahoo: Why The Market Has Got It All Wrong And Why I'm Doubling Down Into The Alibaba IPO [View article]
    I think Yahoo has to pay tax on Alibaba "IPO" shares as shares will be exchanged for cash. The rump of BABA shares could be spun off to Yahoo shareholders no?
    Jul 17 11:08 AM | Likes Like |Link to Comment
  • Yahoo Tying Its Future Even More Closely To Alibaba Is Worrying [View article]
    Dont' forget Yahoo! Japan and Yahoo's cash balance dudes.
    Jul 16 04:39 PM | 1 Like Like |Link to Comment
  • It May Be Time For Yahoo's Board To Shop The Company [View article]
    Who cares about Yhoo core? Yhoo shares drop 5% that is like $2bn with most analyst assigning a $6bn value to it. The risk is that Alibaba cash gets destroyed trying to preserve the core. This is where rubber meets road.
    Jul 16 04:29 PM | 2 Likes Like |Link to Comment
  • This Portfolio Has 50% Upside And Will Outperform The Markets Again In 2014-2015 [View article]
    This looks like an outstanding short portfolio!
    Jun 27 03:49 PM | 4 Likes Like |Link to Comment
  • The Day Volatility Died [View article]
    VIX low volatility means that there's also less probability of big LOSSES or GAINS in the future! It isn't an assymetrical calculation. Low VIS is not at all bullish per se!
    Jun 21 08:19 PM | 1 Like Like |Link to Comment
  • Premature Accumulation As The Scuttlebutt Of The Small Investor And NovaGold [View article]
    NCQ also imploded. they own that in size too. Follow Klarman in healthcare,not gold.
    Jun 10 12:07 PM | Likes Like |Link to Comment
COMMENTS STATS
388 Comments
568 Likes