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DD Sage

DD Sage
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  • Berkshire Hathaway Is Undervalued By 20%-25% [View article]
    Hate to state the obvious, but maybe the title might have been a little misleading.
    May 2 10:40 AM | 0 Likes Like |Link to Comment
  • 6 Reasons I'm Short ChinaCast Education [View article]
    It's interesting to look back at all of these articles and commentary. Real business but shady management seems to be the norm for Chinese RTOs, no?
    Apr 5 07:06 PM | 0 Likes Like |Link to Comment
  • 6 Reasons I'm Short ChinaCast Education [View article]
    Looks like the China Cast website is still down, even after all this time. Anyone have any updates?
    Apr 5 07:05 PM | 0 Likes Like |Link to Comment
  • Angie's List Financials Show A Train Wreck In Progress [View article]
    If I'm not mistaken I believe Think Equity is out of business.
    Mar 29 01:24 PM | 0 Likes Like |Link to Comment
  • Apple's Living Room Strategy Can Conquer Gaming [View article]
    Interesting patent filing you found. I happen to be bullish on Apple and I am hoping they do come out with an Apple TV set top and would be very happy to have them all over my living room and house - but I'm not sure if the filing shows they are actually headed in that path right now or if it's simply something the company might have been playing with.

    As you mentioned guess we'll wait to see what happens in April / May and beyond.
    Mar 19 07:59 AM | 0 Likes Like |Link to Comment
  • J.C. Penney: Is The End Near? [View article]
    I'm not sure good prices alone can do the job. That's kind of the wait and keep your fingers crossed strategy.
    Mar 12 10:05 AM | 1 Like Like |Link to Comment
  • iWatch? iTV? Apple's Innovation Death A Media Construct [View article]
    Great blog link to the Apple iWatch - whether or not all the authors hypothesizing pans out time will tell, but it actually got me a little jazzed about the possibilities for the product.
    Mar 8 09:59 AM | 1 Like Like |Link to Comment
  • Driehaus Confident In Apple, Still His Top Pick [View article]
    I happen to agree, at this point I feel that Cook could say the earth was round and APPL would sink lower.
    Mar 8 09:31 AM | 0 Likes Like |Link to Comment
  • Lihua International Looks Significantly Undervalued [View article]
    Institutions and everyone else are going to stay far away from anything with Chinese and RTO in it for god knows how long, maybe forever, they don't want to bother with the possibility that these companies might be frauds, might not, who knows. Sorry to bring up old news. They could take the time to do the due diligence if they wanted to.
    Mar 7 06:17 PM | 1 Like Like |Link to Comment
  • Why Angie's List Will Never Be Profitable [View article]
    I was simply pointing out the PE relative to the obvious that will not turn any type of a profit to speak of.
    Mar 7 11:41 AM | 0 Likes Like |Link to Comment
  • Driehaus Confident In Apple, Still His Top Pick [View article]
    Glad to see that someone still believes in Apple, the negativity has almost become too much to "bear" these days.
    Mar 7 11:34 AM | 3 Likes Like |Link to Comment
  • Billionaire Julian Robertson's Cheap Stock Picks [View article]
    Never heard of SFUN sounds like it might be an interesting idea, but I am not typically in the least bit a fan of Chinese Companies.

    Cut Apple, but still holds a big chunk. Entertaining but sad to see how the company has performed since Sept.
    Mar 7 11:33 AM | 0 Likes Like |Link to Comment
  • Sunshine Heart: Potential '10 Bagger' In 4 Years, '100 Bagger' In 10 Years [View article]
    Okay, I thought I was the only person with the same opinion, glad I'm not going insane.
    Thank you.
    Mar 7 10:22 AM | 6 Likes Like |Link to Comment
  • Why Angie's List Will Never Be Profitable [View article]
    Upgrade is a load of BS - company makes $0.04 in one and only one quarter and for some reason it's worth $1.4b? People are out of their minds. Pushing almost a 100 forward PE?!?!
    Mar 7 10:20 AM | 0 Likes Like |Link to Comment
  • Better Place Failure Teaches Lessons To EV Investors [View article]
    I like the idea of CCGI, but quite frankly they have no real revenue to speak of and they don't seem to have any cash on the books. I like that they're growing by acquiring companies, but they need cash. Time will tell, this is a good wait and see.
    Mar 7 10:00 AM | 0 Likes Like |Link to Comment
COMMENTS STATS
157 Comments
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