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zorrow

zorrow
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  • How I Feel About Twitter [View article]
    If you knew cash flows, you'd have a bond like investment. Twitter bulls are like VC investors. We don't know that it will even be in business two years from now--but we are high risk investors and believe the concept can be tweaked by the right people. If you are not a high risk investor--get out of TWTR--this is not a bond like investment with predictable cash flows. Trying to analyze its potential that way is a big waste of your time--and can lead to self delusion.
    Aug 29, 2015. 12:32 AM | Likes Like |Link to Comment
  • Twitter Hashtags In Google Search Results Could Help New User Growth [View article]
    PIp

    Why do people buy dilapidated houses; fix them up and flip them. What does private equity do with brands that need rehabilatation? The way you cut a diamond matters.

    Answer: they see value that needs to be brought out.
    Aug 28, 2015. 01:27 PM | Likes Like |Link to Comment
  • Tesla: Actually, Consumer Reports Just Reiterated The Bear Case [View article]
    I was using call spreads to benefit from the over enthusiasm of my fellow muppets; but I got scared out of my positons when the volatility "accelerated like a Tesla". I think call spreads work in a lower volatility environment--so I'll probably be back in Tesla soon.
    Aug 28, 2015. 08:32 AM | Likes Like |Link to Comment
  • Twitter Hashtags In Google Search Results Could Help New User Growth [View article]
    Seattle

    I agree. Google board member Alan Mulally becomes CEO, either before of after acquistion.. That will be the catalyst. Their current "team" is incohherent. He would set it up to be acquired by Google.
    Aug 28, 2015. 07:51 AM | 1 Like Like |Link to Comment
  • Futures point to big opening bounce [View news story]
    Look, if you really want some good advice on how to play this market as a day trader. You need to read this message--it may be as salient and timely as Ron Paul's Message about gold.

    http://bit.ly/1fFCEez
    Aug 26, 2015. 07:32 AM | 1 Like Like |Link to Comment
  • Expect Twitter To Continue To Fall [View article]
    A former Microsoft executive is being considered for CEO at TWTR See this Business Insider Story.

    http://read.bi/1WQfXGw
    Aug 25, 2015. 11:11 AM | Likes Like |Link to Comment
  • Risk off: High-beta tech stocks down sharply as markets fall [View news story]
    Don't worry about GPRO. As long as the brand is the choice of alpha males to record their "daring- do" to impress the chicks and secure their status as ballsy guys among their peers--the brand will not fall to cheapo competition. Who wants to be the nerd with the Korean knock-off?
    Aug 23, 2015. 10:51 AM | Likes Like |Link to Comment
  • Averages suffer worst week since 2011 [View news story]
    Fiscal health (Treasuries at 4+ percent with low to moderate inflation (backed by strong, invincible army, and a united people with jobs geared to building and maintaining our infrastructure, (the matrix in which we raise our children). In such an environment, private investors make careful long term investments.

    Or we can have the phony financial world of manipulation, e.g. GE, we have now and cowed politicians like the current House of Reps--presided over by Crying Boytanno. Hopefully we will end up with something more torwards the ideal after the elections.
    Aug 23, 2015. 08:14 AM | Likes Like |Link to Comment
  • Averages suffer worst week since 2011 [View news story]
    These are high beta stocks. I own FEYE, AMBA, and GPRO. I have these stocks in my speculative portfolio. My opinion is that you should probably hold GPRO and FEYE,I expect they should recover a bit. I dumped AMBA.However my situation is somewhat different in that I cover all my speculative stocks by writing calls; so I did have some premium to cushion my losses.
    Aug 22, 2015. 06:46 PM | Likes Like |Link to Comment
  • Expect Twitter To Continue To Fall [View article]
    Two cents a tweet. Charge them two cents to put their two cents in. Make sense?


    punster@twitwit
    Aug 22, 2015. 06:32 PM | 3 Likes Like |Link to Comment
  • Averages suffer worst week since 2011 [View news story]
    Which stocks did you buy??
    Aug 22, 2015. 04:41 PM | Likes Like |Link to Comment
  • How Low Can Twitter Go? [View article]
    I switched out my stock for long term options. I figure by 2017--they will either get it together; or they will be gone the way of Pet.com. I see it as binary and no more than a year and a half to resovle.
    Aug 22, 2015. 08:42 AM | 1 Like Like |Link to Comment
  • Averages suffer worst week since 2011 [View news story]
    AAHHHH! Buy gold. AAHHH! Buy camp food and build a minicastle in Texas AAAHHH! Pray. Abolish the FED--Abolish Government. Declare Trump king, now, by affirmation--before its too late. AAHHHH!!!

    (or wait till the people running the market get back from vacation and assess the situation and start buying all the bargains when they do, your choice)
    Aug 22, 2015. 06:41 AM | 5 Likes Like |Link to Comment
  • Reality Check: Periscope, Twitter In General Just Aren't That Great [View article]
    They need Alan Mulally or a clone. That will be the catalyst. Their current "team" is incohherent. He would set it up to be acquired by Google.
    Aug 21, 2015. 11:31 AM | Likes Like |Link to Comment
  • Reality Check: Periscope, Twitter In General Just Aren't That Great [View article]
    Management just needs to think "lazy and stupid". Most of us do not want to "wrassle" with applications. Google is successful because, thanks to them, we don't need to do Boolean searches; we don't need a degree in symbolic language. Lazy and stupid people, like me, can find what I want. Even the World Wide Web is the lazy stupid interface to the internet. Only criminals and Geeks want to bother with the non WWW internet. So make an interface that makes it easy for stupid lazy people to connect in real time with celebrities and their interests. Stop trying to be too clever and show off for the smart people. There are more of us than there are of them. What would Steve Jobs say? Maybe no skate boarding, ping pong or trampoline, until you make this interface intuitive.
    Aug 20, 2015. 10:37 AM | 1 Like Like |Link to Comment
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