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  • My Bet On Seeking Alpha's Future [View article]
    David;

    Sorry to hear that you move aside because familiar and personal matters, I understand you very well as that, being my case some years ago and is quite difficult to handle the constant pressure and drama involved.

    David enjoy the change of life....you are aside but not out, so care yourself because I think that we´ll see you in SA somewhere in the future.

    Mr. Hoffmann, trying to get finally SA into a public company is a harsh process for a company like SA, editorial business in the internet era is very difficult task,

    I wish the best, you have head, and intelligence but this also requires stamina....a lot of it.

    Good luck and best for you both, and SA team.
    Jul 3, 2015. 09:30 AM | 1 Like Like |Link to Comment
  • Ultimatum: Greece Given 24 Hours To Comply [View article]
    They have a restructuring of their debt ( 150 years) in a way to allow them to grow, problem for Syriza is political, they were elected to save and keep some laws that are non decent in Europe, one is the right to retire with 47 years as a full 65 pensioner, and some others were in process of correction by the previous government basically related to tax evasion and corrupted practices in public spending.

    If you read the European offers, are the most beneficial and kind on planet Earth.
    Jun 14, 2015. 10:09 AM | 2 Likes Like |Link to Comment
  • Tesla's Crushing Battery Supply Constraints [View article]
    Solving the problem at this moment in my opinion is reducing production sustainable levels, 40 K to 80 K luxury cars per year, for a niche market, not a global trend.
    Jun 14, 2015. 08:45 AM | Likes Like |Link to Comment
  • Tesla's Crushing Battery Supply Constraints [View article]
    Have you ever bought a $ 85,000 car?
    Jun 14, 2015. 08:40 AM | Likes Like |Link to Comment
  • Tesla's Crushing Battery Supply Constraints [View article]
    The wrong for America is that Lithium is in Bolivia with a populist president.

    The problem for America is that Lithium is that sources are not here, battery plants are not here,

    The problem for America is that Mr Musk, being a formidable man can make mistakes too.
    Jun 14, 2015. 08:38 AM | 1 Like Like |Link to Comment
  • Tesla's Crushing Battery Supply Constraints [View article]
    Same happened with Molycorp ( MCP), if you read comments 4 years ago the were the same fundamentalist approach that you read here.

    Mr Musk is a extraordinary human being but can make mistakes also...
    Jun 14, 2015. 08:33 AM | 1 Like Like |Link to Comment
  • Tesla's Crushing Battery Supply Constraints [View article]
    Problem here, if you read the article is that " ALL" already know lithium mines available in the planet in a decent possibility are already here, THERE IS NO MORE.

    In the other point, as JP says, there are other uses that can PAY MORE for the same lithium, because you can easily handle 5 watts in a phone in a easier way that 80K in a car.

    You will answer then..." there are billions of tons of lithium dissolved in the oceans water", the answer is that recovering that mineral from water is "energy negative", you need more energy to extract it that the value of energy that can generate.

    The question is why having this obvious points in front analysts in JPM, GS or any other firm are recommending it. and why the investors are using their money in this so clear scenario.

    Rgds
    Jun 14, 2015. 08:22 AM | 1 Like Like |Link to Comment
  • Carl Icahn Is Wrong, Apple Is Not Worth $240 Today [View article]
    You are right, the author seems to be a click counter only
    May 31, 2015. 09:18 AM | 1 Like Like |Link to Comment
  • Why Goodyear Tire & Rubber Co. Stock Is A Buy Right Now [View article]
    Arie, please don´t think I´m ironic, simply that P/E´s of this atypical market suggests that future results from an investor point of view will be more difficult to obtain.

    As I mentioned before I follow you because your methodology is sound, but what call my attention is that never publish a "don´t invest in this" , but i must assume also that you decide to publish only the good ones. evidencing that the others are not.

    I apologize if you think that I was saying something different.

    Regards.
    May 27, 2015. 02:53 PM | Likes Like |Link to Comment
  • Why Goodyear Tire & Rubber Co. Stock Is A Buy Right Now [View article]
    Is any investment you analyze Arie which is not a good opportunity?
    May 26, 2015. 08:27 AM | 1 Like Like |Link to Comment
  • Carl Icahn Is Wrong, Apple Is Not Worth $240 Today [View article]
    Listen from an investor ( me) who decided that AAPL was not moving ( after many months as author says) that become a 3.5 million cost of opportunity and a loss of 500k.

    aapl is the only " currency" that hedge funds use as cash account that's why it has non fundamental or irrational trends, can you imagine AAPL. With a valuation style as SHAK or NFLX?
    May 23, 2015. 08:31 AM | Likes Like |Link to Comment
  • Active Managers Strike Back - But Are They Worth It? [View article]
    If you try to be more educated also could help, your nick to start with, and the mexican slang writes bato, not vato.
    May 21, 2015. 09:45 AM | Likes Like |Link to Comment
  • Lower For Longer: Why You Should Stand Aside On U.S. Oil Producers [View article]
    When we analyze the case we see that NG had an important reduction in the NUMBER of wells operating but what we saw was a sustained volume of gas in the market, so less wells were producing the same amount of gas.

    I don´t know if that could be the case for fracking, but base in the NG case we should not think that a reduction in wells correlates with a reduction in production.

    Very good article, by the way.
    May 20, 2015. 11:30 AM | 2 Likes Like |Link to Comment
  • Telefonica lower after Spanish Q1 results disappoint [View news story]
    This bastards have more than 2 million lines with no service in Spain due a strike of the repairmen team (over 15,000) the strike has been running since April 4th. with no solution ( TEF was asking to reduce the salaries of personnel earning $1,100 /month). there are customers with 6 weeks without line, internet and TV
    May 14, 2015. 11:02 AM | 2 Likes Like |Link to Comment
  • Molycorp: Creditors' Restructuring Plan Is Too Little, Too Late [View article]
    Another MoMo that make some crooks millionaires and a lot of small investors smaller....
    May 6, 2015. 11:59 AM | 1 Like Like |Link to Comment
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