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  • MobileIron beats by $0.06, beats on revenue  [View news story]
    what is good about a company like MOBL?

    are they profitable? are they going to be? how much? why?

    is it not crystal clear that this company will never earn the cost of capital? we are not discussing a company with a long term track record of earnings that hit a bump. We are essentially talking about a company with 1 product that is almost half a decade old and a company that has yet to generate a dollar for shareholders.
    Feb 5, 2016. 08:05 PM | Likes Like |Link to Comment
  • Goldman Sachs says ignore Tilson on Wayfair  [View news story]
    Wayfair won't make a profit because of (1) S&H (2) deeper pocket competitors (3) no sustainable long term competitive advantage. The three factors are interrelated.

    No doubt if you sell dollar bills for $0.90 you will see revenue increase. The question is, how long will it take to even make a sustainable $10 million?

    There are many short term levers the company can pull but long term, this is just a website with many furniture connections. Fact is, it is very costly to produce a high level of customer service with its model, and as a result, customers will deflect and will not remain loyal.
    Feb 4, 2016. 11:47 PM | Likes Like |Link to Comment
  • Congressional hearing on drug price hikes in session  [View news story]
    Valeant has said it many times. You new to the story or what?
    Feb 4, 2016. 10:57 PM | Likes Like |Link to Comment
  • Congressional hearing on drug price hikes in session  [View news story]
    I think VRX goes bankrupt within 5 years.

    The table has been set for lower revenues, untested business model, possible accounting irregulaties, etc.

    $30 billion dollars worth of debt is a lot of money for a company that needs to spend more but receive less.
    Feb 4, 2016. 10:03 PM | 1 Like Like |Link to Comment
  • Valeant: Shorts In The Cold  [View article]
    funny I am short Sears too lol.

    When a company admits their previous model isn't working and they have $30 billion in debt, what would happen next is to say the least, interesting.
    Feb 4, 2016. 09:50 PM | Likes Like |Link to Comment
  • MobileIron beats by $0.06, beats on revenue  [View news story]
    Companies don't normally IPO and get bought out after a year. What hype are you talking about? like the shares going from $10 to $3 in 12 months?

    A year ago, they had $150 million in cash/invt. Now they have about $100. They can forecast cash flow breakeven all they want. they focus on maintaining cost, they will see their revenues suffer.

    Revenues have grown though profits are still not there. With BlackBerry as your competition, best case scenario is both companies crumble together.

    MobileIron personnel is leaving the company for greener pastures. The company is falling apart from the inside. Unless this CEO is somehow a turnaround artist, which he is not, he will have a difficult time turning a profit in a company that has NEVER eked out a profit. Do you have any idea how hard that is? This is not a broken company, this is a company that has never worked but was sold to the public and bagholders like you bought and are there for the slaughter.
    Feb 4, 2016. 09:17 PM | Likes Like |Link to Comment
  • MobileIron beats by $0.06, beats on revenue  [View news story]
    if they were going to be bought out, they would have never went public a year ago.

    This company might get bought out in a fire sale eventually. But they won't ever make any money.

    they simply don't have the people, technology or resources to compete. the EMM space is going to be won by BlackBerry. Its a winner take all and the margins will be low. As John Chen mentioned, eventually it will be given away for free.
    Feb 4, 2016. 07:21 PM | 1 Like Like |Link to Comment
  • Goldman Sachs says ignore Tilson on Wayfair  [View news story]
    Why anybody follows the advice of goldman sachs is beyond me.
    Feb 4, 2016. 09:20 AM | 2 Likes Like |Link to Comment
  • Sears Holdings: A Once In A Lifetime Investment Opportunity  [View article]
    the author is good at talking about other great investors. not so good at talking about investments here.
    Jan 26, 2016. 09:04 PM | 4 Likes Like |Link to Comment
  • Shake Shack: The Next Chipotle Is Reasonably Priced And Outperforming Projections  [View article]
    value investor ha?
    Jan 5, 2016. 10:56 PM | Likes Like |Link to Comment
  • Shake Shack: The Next Chipotle Is Reasonably Priced And Outperforming Projections  [View article]
    so you are a bull who have never eaten there. great.
    Jan 5, 2016. 10:50 PM | Likes Like |Link to Comment
  • Fitbit: Crushing Blow?  [View article]
    The company is a fad. I know a few people who bought the product, then just put it away. Its really that simple. The company should trade in the low teens at best.
    Jan 5, 2016. 06:56 PM | 17 Likes Like |Link to Comment
  • Fairholme signals activist role in Sears  [View news story]
    This has been a huge loss. Immaterial he is going down with the ship. A great track record won't stop SSS declines. Nope.
    Dec 31, 2015. 09:35 AM | 2 Likes Like |Link to Comment
  • Valeant Pharmaceuticals: CEO Pearson's Medical Leave Is A Non Event And Presents Compelling Buying Opportunity  [View article]
    Writer: I write on seeking alpha about stocks

    Me: you don't know what you writing about. Its just drivel.

    Writer: I know. But I get clicks. Thats how I get paid cause I am not a real investor.
    Dec 31, 2015. 09:26 AM | 9 Likes Like |Link to Comment
  • Valeant Plummets 10% On CEO's Leave Of Absence  [View article]
    when i call in sick cause i don't want to work, i make up an illness. When a CEO doesn't want to do his job anymore for whatever reasons, I reckon he also makes up an illness. Or rather, the stress may be getting to him.
    Dec 28, 2015. 04:22 PM | 3 Likes Like |Link to Comment
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