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sophos2

sophos2
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  • What Groupon Has To Offer This Time [View article]
    Groupon at 200$ is equivalent to a market cap of 130B for a coupon website with no competitive advantage.

    This is the market cap of Facebook which have a huge competitive advantage whith the network effect and already have a huge amount of clients. And btw facebook is overvalued too...
    Jan 5, 2014. 04:43 PM | 1 Like Like |Link to Comment
  • Facebook sells off again; report provides fresh data on European use [View news story]
    and other congtries at 70% have just room to go lower...
    Dec 30, 2013. 05:34 PM | Likes Like |Link to Comment
  • Time Is The Friend Of Herbalife Shorts [View article]
    Time is on my side,

    I pay no borrowing cost to short HLF other than the dividend.

    I do not think they will serve formula 1 in McDonald`s any time soon.
    Dec 24, 2013. 02:18 PM | 2 Likes Like |Link to Comment
  • Netflix: The Value Creator [View article]
    I saw the reverse relationship with the nasdaq. But in fact Netflix have been weak for a week compared to the market other than the day it moved up 10$ on a down market because someone upgraded Netflix.

    I would be a good analyst. It works like that : I upgrade Netflix because it`s price went up more than I estimated 3 months ago which is when I upgraded the stock for the exact same reason, over and over again...
    Dec 21, 2013. 01:38 PM | Likes Like |Link to Comment
  • Futures gain ahead of Fed decision; Bitcoin in free fall [View news story]
    at least tulip bulbs are real and can grow into a tulip
    Dec 18, 2013. 09:22 AM | 7 Likes Like |Link to Comment
  • Positive read on Thanksgiving sales for Amazon and eBay [View news story]
    who care about profit when we talk about Amazon?
    Nov 30, 2013. 12:04 PM | Likes Like |Link to Comment
  • Netflix: Reloaded [View article]
    yes something wrong with all this missing cash.

    Otherwise we need to talk about big dividends
    Nov 26, 2013. 08:33 PM | Likes Like |Link to Comment
  • Why Netflix Is A Solid Buy [View article]
    Yes there is no competition where there is no profit, your right. We will need to wait to see profit from Netflix before we see real competition.
    Oct 30, 2013. 11:14 PM | Likes Like |Link to Comment
  • Carl Icahn Or Netflix: What Are You Really Selling? [View article]
    "Net income was also stellar" should be "Net income growth was also stellar" because $31.8M net income is very small for a 20B market cap. And we need to note that it grew from close to zero last year.
    Oct 29, 2013. 07:59 AM | 4 Likes Like |Link to Comment
  • Netflix beats by $0.03. [View news story]
    wow 15% in one day on no beat

    what would it be with a beat?
    Oct 21, 2013. 04:14 PM | Likes Like |Link to Comment
  • Netflix strikes U.K. deal with Nokia; JPMorgan lifts PT [View news story]
    would be as good as buying skype or the yahoo offer back then
    Oct 14, 2013. 05:16 PM | Likes Like |Link to Comment
  • Netflix in negotiations to provide service to cable operators [View news story]
    if a deal is struck it means more revenue and this compagny is valued uniquely on revenues so its a big deal for them in the short run. When profits will become important, I am with you that it wont help them much since they will have to slice the pie with cable...
    Oct 14, 2013. 11:25 AM | Likes Like |Link to Comment
  • Salesforce.com Might Be Riskier Than It Seems [View article]
    It would be pretty hard for CRM to fail because they could stop booking new clients and live well on its base of clients on a cash flow basis. That is the world of RMR business models.

    But well the stock is massivly overvalued for sure...
    Oct 10, 2013. 10:50 PM | Likes Like |Link to Comment
  • Is High Flying Netflix Finally Losing Its Mojo And Ready For A Hard Landing? [View article]
    in the last 5 trading days in fact
    Oct 9, 2013. 11:22 PM | 1 Like Like |Link to Comment
  • The Debt Ceiling Debate And How It Relates To The Tech Bubble [View article]
    the main thing is to short something that has a low probability of beeing acquired and the higher the market cap, the lower the odds.
    Oct 9, 2013. 07:55 AM | 1 Like Like |Link to Comment
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142 Comments
100 Likes