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kata

kata
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  • Twitter Desperately Needs To Catch Up With Facebook [View article]
    Twitter should be looking to make a partnership deal with FB, not trying to outdo them. Aren't they both worth more together?
    Apr 15 11:50 AM | 2 Likes Like |Link to Comment
  • The Only 20 Companies That Matter [View article]
    Isn't that what they said about the last stimulus that supposedly made or saved jobs? It seems to me the only jobs they are concerned with are their own.
    Apr 14 12:38 AM | Likes Like |Link to Comment
  • Twitter's Numbers Game [View article]
    Twitter is an interesting experiment but isn't a business yet. It has to define its focus and its business model so that someone else might acquire it but at a much lower price. Maybe Yahoo once it gets its Alibaba cash.
    Apr 12 04:44 PM | 2 Likes Like |Link to Comment
  • Facebook buying VR headset maker Oculus for up to $2.3B [View news story]
    I see you left out GoogL and GoogC, not to mention, GoogB. Three different forms of stockholder and all attempts to manage founders power and the desire to never have to give it up to the owners of the Company, the shareholders.
    Apr 10 05:16 PM | 1 Like Like |Link to Comment
  • Is The Linn Energy Distribution Safe? [View article]
    And I thought he sold because like the rest of us, he was just tired of playing these stupid games with short sellers.
    Apr 8 03:44 PM | 3 Likes Like |Link to Comment
  • The Only 20 Companies That Matter [View article]
    BTW, I find most indices fun but totally useless since how they measure what they measure has been changed over the past few years and it was the amount of change that was truly being measured not the so called facts in the indices themselves. So trying to discern a real number from most of what the government measures is a political art form and not a reflection of the state of the economy.
    Apr 7 02:27 PM | 1 Like Like |Link to Comment
  • The Only 20 Companies That Matter [View article]
    Totally agree that resilience is a hallmark of the American character. I have no idea why but that it is, is clear. We seem to have the ability to re invent, to create, to be flexible, even in surprising and unpredictable ways. We have a fighting spirit that seems to survive the most earnest cries for change from one side or the other. I suppose other countries or societies would say about as much but from here, the future looks pretty good, if not entirely without bumps.
    Apr 7 02:22 PM | 1 Like Like |Link to Comment
  • The Only 20 Companies That Matter [View article]
    I remember some pretty rough years in the early 90's.
    Apr 7 01:56 PM | Likes Like |Link to Comment
  • Facebook buying VR headset maker Oculus for up to $2.3B [View news story]
    Whether you personally like FB or not isn't the point, as an advertiser, you have to be there or you are irrelevant. And that makes FB enormously profitable right out of the gate no matter what they do and they are 32xs next years earnings? Is that correct?
    Apr 5 12:46 PM | Likes Like |Link to Comment
  • Linn Energy: Making Sense Of The Recent Decline [View article]
    Well I hope that at least settles the tax issue, thank you.
    Apr 4 11:02 AM | Likes Like |Link to Comment
  • Linn Energy: Making Sense Of The Recent Decline [View article]
    Its very different today from just the recent past when it comes to knowing what kind of assets are in the ground, core labs is very good at identifying excellent frackable fields and estimating the amount of product available. And if necessary, there are lots of available partners and lots of available cash. BTW, my accountant says that LNCO is a passthrough LLC that is incorporated in Delaware and just so long as it has no discernible business or employees and acts as a vehicle to distribute LINEs returns of capital to those that would pay dividend taxes, then LNCO will owe no taxes of its own and LINE has such an understanding with the IRS. So if you know otherwise, please so state.
    Apr 2 03:25 AM | Likes Like |Link to Comment
  • Linn Energy: Making Sense Of The Recent Decline [View article]
    Its basically administrative overhead, taxes on the income are paid by LNCO shareholders, not by LNCO itself, no?
    Apr 1 01:45 PM | Likes Like |Link to Comment
  • Linn Energy: Making Sense Of The Recent Decline [View article]
    How many times can we whip the same dead horse? These are the same issues, minus the SEC scare that had been hanging over LINE, aka LINECO, since Barrons and Hedgeye started muckracking last October. And that's been settled now for a month and the Berry deal over and closed. Its been more than a 35% decline for petes sake. Do you see no value in the land or more accurately whats under it? Get it over it and move on. And that chix looks delicious.
    Apr 1 01:06 AM | 3 Likes Like |Link to Comment
  • Google Is About To Change The Market Forever [View article]
    The average Joe will understand it well enough when his C class stock is diluted for Larry and Sergei's whims while the class A retains its value. And then they'll sue for the theft of the value everyone seems to acknowledge they will lose. 100 shares of todays Goog will not equal 100 shares of GoogL, class A, plus 100 shares of GoogC, class C. And that's a theft of the value they held before all these presumably SEC approved shenanigans. Guaranteeing a 5% cushion to large institutions is not going to make the average Joe whole and is going to leave large questions about the good faith of Google's management not only to shareholders but to anyone who uses Google's products.
    Apr 1 12:58 AM | 1 Like Like |Link to Comment
  • Now Not The Time To Buy Google Shares [View article]
    Goog is a great company with a great future. I was talking about the stock price, not the business. Which shares would you buy if you were so inclined to now buy Goog stock? The one with the voting rights or the one without? Maybe you wouldn't care, maybe you think they would be priced by the public market at the same value. But those institutional investors that forced Goog to agree to reimburse C class share holders with up to a 5% differential in the even the C class shares don't equal the A class shares, do.

    And they are going to buy the A class shares. And so are other large institutions that get to choose. So its predictive to think the C class shares will trade for less, that's all and all those small investors who didn't sue are going to get hurt. But no more than the 5%, but who cares if Goog takes over the world?
    Mar 30 06:31 PM | Likes Like |Link to Comment
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