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  • Springleaf Holdings Is A Big Winner In A Post-Crisis Financial World [View article]
    How often does credit crisis like 2008 happen? And when it does happen, which industry stocks don't tank?
    Feb 12 09:35 AM | 1 Like Like |Link to Comment
  • My Thoughts On Brightcove Acquiring Unicorn Media; Why Company Won't Be Profitable In 2014 [View article]
    Excellent article with insight and great discussion.

    What's your opinion on companies like YUME, MM, TRMR... How do they compare to BCOV? Are these different business models or technologies?

    Also, do you believe that being the early management of Limelight, Reinhart and McGowen had large contribution to their success? Or it succeeded only after these guys left?
    Jan 17 07:19 AM | Likes Like |Link to Comment
  • Peregrine Semiconductor Warrants A Serious Look [View article]
    This is good reading,, and like almost all of Ashraf's articles, quite insightful.

    Challenge with this space is that you can write pretty much same article on almost all of the PSMI's competitors. RF front end is highly competitive business and unless you show a substantial technical advantage that can be retained at-least for a year, you are more likely to see repeat of quarterly boom and bust cycle.

    May be a good bet for a quarter or two.. But its for those who can jump ship in and out really fast.
    Jan 5 11:57 AM | 1 Like Like |Link to Comment
  • 4 Undervalued Companies With High CEO Approval Ratings [View article]
    This is a great way of filtering. I agree that employee approval may be very valuable for long term success of business.

    However, there is an issue in taking Glassdoor rating literally is its selection bias. Those employees who are not web savvy wouldn't be represented well on Glassdoor. So for mining companies like FCX, you only have around 50 employees reviews vs say Safeway at 600+ where a larger number of lower rank employees share their frustration on the web.
    Sep 8 03:51 PM | 1 Like Like |Link to Comment
  • Green Mountain's Trademark Doesn't Hurt SodaStream One Bit [View article]
    Seth has the best understanding and knowledge of SODA's business. Excellent write up!
    Jul 17 11:15 PM | 1 Like Like |Link to Comment
  • Pandora Proves Business Model, Non-GAAP Profitable In 2Q14 [View article]
    Pandora plays > two minutes of ad per hour for more than a year now in areas where they can get ad sales. I hear 30 seconds ad every 9 to 15 minutes on an average. The rate is different in the work days commute time vs week ends.

    Do you have an opinion of how will the new purchase of terrestrial radio statition affect their cost of music royalty?
    Jun 27 10:13 AM | Likes Like |Link to Comment
  • The Danger Of Shorting Tesla Motors: The Amazon And Salesforce Factors [View article]
    Excellent article. Thank you for sharing this insight.
    Jun 11 11:23 AM | Likes Like |Link to Comment
  • Why We're Boosting Payments To High-Value Contributors [View article]
    Eli, enabling paying subscribers to decide who gets bonus money is brilliant. Would make me think of Pro subscriber and / or writing.
    Jun 8 01:03 AM | 4 Likes Like |Link to Comment
  • The Realities Behind The Pepsi And SodaStream Rumors [View article]
    Or Coke buys it to gain leverage over Pepsi..

    Either way, SODA has demonstrated its ability to disrupt current models of Coke and Pepsi and they would be wise to something about it. Ignoring SODA is probably not in the best interest of either of them.
    Jun 7 12:22 PM | 1 Like Like |Link to Comment
  • The Fresh Market: Put It On Your Grocery List [View article]
    Thanks Philip.

    I appreciate your insight into ROIC. Analytics used smartly can help big time. Another point I was thinking is in general is TFM serves richer clientele and their margins are higher for same level of investment which should drive ROIC.


    I agree and excited to see TFM trading action. I added to my position yesterday and will likely add more in coming days.
    Jun 6 10:15 AM | 1 Like Like |Link to Comment
  • The Fresh Market: Put It On Your Grocery List [View article]
    Great article. Thank you for putting this efforts and sharing.

    One question - in your opinion, what makes TFM ROIC much better than other two. Any insight will be appreciated.

    NR
    Jun 5 10:15 AM | 1 Like Like |Link to Comment
  • SodaStream Q4 Results Prove Strength Going Forward [View article]
    Didn't SODA forecast <30% growth for 2012 and delivered >50%?
    If I remember right, 2011 had similar outcome as well.
    Likey hood of 2013 growing significantly more than 2012 seems very high.
    Feb 24 02:05 AM | Likes Like |Link to Comment
  • United Natural Foods: Perhaps The Best Way To Experience Organic Growth [View article]
    Great article. Thanks for sharing such detail insight.
    UNFI looks interesting thanks to your article.

    NR
    Feb 9 02:47 PM | Likes Like |Link to Comment
  • Pandora Announces January 2013 Audience Metrics [View article]
    Wow.. That's a huge increase.. It will be interesting to see if this means P will make more money or lose more money! Too bad we won't know until end of May with Q2 results.
    Feb 6 09:21 AM | Likes Like |Link to Comment
  • Is This A Chance To Pick Up II-VI For The Rebound? [View article]
    Stephen,

    Impressive article. Thank you for sharing your views.

    I wonder if you have an opinion on IPGP. I have been holding small position for a long time and wondering if its worth adding to. I just don't understand how much longer can it keep growing wihtout some big competitior coming on its tail.
    Jan 25 01:28 AM | Likes Like |Link to Comment
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91 Comments
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