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Alphauser12

Alphauser12
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  • Sears - 3 Investment Cases [View article]
    Average stock held for 11 months on a portfolio, most of the crowd in sears temporary.
    Mar 4, 2014. 09:24 PM | Likes Like |Link to Comment
  • Groupon: Is Irrational Selling Creating A Buying Opportunity? [View article]
    ....................and they say market efficient? Misplacing value of GRPN is so obvious. Also OIBR, super imposed Unipol merger recast. Good article.
    Mar 3, 2014. 02:45 PM | Likes Like |Link to Comment
  • Tracking Mohnish Pabrai's Portfolio - Q2 2013 Update [View article]
    Just pick up two, these big boys going to miss and make every one who follow them miss the boat on wonderful stocks, that don't hurt to pick a few at all.
    Big bets are viable though, but I do not have any hesitance picking up few, whether it's NQ, YY or GIS, MCD.
    Feb 24, 2014. 05:05 PM | Likes Like |Link to Comment
  • Groupon: Betting On Flash Sales And Online Travel Bookings [View article]
    Very aggressive growth, I wish that TRIP and YELP type of sister site floated out. Travel and local food plus the ratings. Mom and pop need more business than any one else where big chains taking over. Mom and pop carry the owner interest where cost can be reduced due to labor and other factors of high intestacy to succeed. GRPN platform just what it needs.
    Long term prospective well intact.
    Feb 10, 2014. 02:13 PM | Likes Like |Link to Comment
  • Revenue Growth Guidance Is King In This Market [View article]
    Groupon adding travel and augmenting local, city specifics. Mobil user growth and revenue guidance is the key. I actually put hem close to TRIP YELP and PCLN.
    Feb 9, 2014. 02:53 PM | 1 Like Like |Link to Comment
  • Take The Emotion Out Of Apple [View article]
    If it's a bargain now, I'm not waiting on future day predicting further bargain, rather secure some thing meaningful now. If it's to fall further I'd accumulate. We really can't predict the future and 8X to 9X EBITDA, we are officially MSFT.
    Jan 28, 2014. 01:02 PM | 3 Likes Like |Link to Comment
  • Whisper Number Impact: Can Apple Top Earnings Expectations? [View article]
    9X to 10X EBITDA, street standard, we are officially MSFT. Write calls.
    Jan 28, 2014. 01:56 AM | Likes Like |Link to Comment
  • Apple suppliers, Nasdaq futures sell off AH [View news story]
    May be every one short on AAPL, or writing calls, if the market cap not big enough may be a squeeze in play.
    Jan 28, 2014. 01:50 AM | Likes Like |Link to Comment
  • Sears Holdings: A Turnaround Is Unlikely [View article]
    If this touches 27, Eddie should liquidate Autozone and Autonation to take this thing private. $27 is the magic number where $23 pure liquidation entry point.
    Funny how market never touch this 27 or better yet 23, not during 2008/2009 even,
    Jan 9, 2014. 05:34 PM | 1 Like Like |Link to Comment
  • A Visit To The Front Lines Of The Sears Holdings Cold War [View article]
    No one force me to read I guess,.........
    Dec 31, 2013. 09:10 AM | Likes Like |Link to Comment
  • Sears Holdings' Valuation Part Two: Credit Flows For Subsidiaries Inside A Permanently Embedded Capital Structure [View article]
    Good job
    Dec 16, 2013. 01:51 PM | 1 Like Like |Link to Comment
  • DeVry: Is There An Opportunity In This Heavily Shorted Stock? [View article]
    Transitional school and city employees are all too comfortable having that entitlement ring around them. Makes me wanna have framed picture of President Reagan on my desk.
    Oct 17, 2012. 11:36 AM | Likes Like |Link to Comment
  • Sprint's Unreasonable Post-Deal Valuation [View article]
    Sweet deal for Sprint, over paid.
    Oct 16, 2012. 07:49 PM | Likes Like |Link to Comment
  • What Is The True P/E Multiple For Berkshire Hathaway? [View article]
    I really think market not recognizing the value behind Berkshire. The fusion behind the firm is beyond words.
    Oct 10, 2012. 12:03 PM | Likes Like |Link to Comment
  • Facebook Can't Hold $20 With Analyst Negativity [View article]
    I have had Yahoo account for more than a decade, didn't cost me a penny. I will use FB, but making money for yahoo was hard with user base. Google had business model where they sell data. FB data in my opinion is limited. Search is more valuable than personal data. I have no idea how will they make money, I know how Deer will do it or Google will do it.
    Oct 10, 2012. 11:59 AM | Likes Like |Link to Comment
COMMENTS STATS
24 Comments
6 Likes