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  • Should You Be Worried About Amazon's Losses? [View article]
    Investors are rewarding companies that sell debt to buy back their own stock, yet it punishes a tech company that is investing its cash. Jeff Bezos is smart enough to understand a tech company can't stand still and do nothing...
    Jul 31 12:59 AM | 1 Like Like |Link to Comment
  • - Crazy Growth Assumptions Necessary To Justify Valuation - At Least 55% Downside With Clear Catalyst [View article]
    The company needs to cut its affiliates payout... many of the mom blogs that promote the site are earning up to $0.50 per printed coupon, while Smartsource and RedPlum pay like $0.02 ... there could be significant upside and I don't believe that these's mom blogs would quit promoting, as they are still doing it just as often for other coupons at far lower payouts...
    Jul 30 12:03 AM | 1 Like Like |Link to Comment
  • The Day I Sold Everything [View article]
    among many things mentioned above...KO not exactly the best benchmark to base a thesis... CSD continue to decline, which is why they keep investing in other things like GMCR
    Jul 26 01:56 AM | Likes Like |Link to Comment
  • Can Starbucks Weather The Coffee Drought? Probably. The Competition? Maybe. [View article]
    Investors forget SBUX has already gone through its near death experience and has learned from its past complacency. Its made the company a lot stronger, as verified in the incredible comeback and equity price. But there's a lot of things that are going right for SBUX that will make it difficult for any competitor too many to name but here's a few... 1) SBUX app has been widely successful with over $1 billion in payments its 5% of the entire U.S. mobile payments market. It's the envy of nearly every retailer that it may start licensing its technology to others. 2) It's benefits program, health, stock, college, allows it to attract the best employees to give the best customer experience 3) SBUX already competes with 30,000 Mcdonalds, 10,000 dunkin donuts 1,000 The Coffee Bean .... etc etc etc ...

    Caffe Bene is a franchiser and building that many stores will be hard to maintain quality and service standards, not to mention the heavy cost of mindshare and stickiness.... there's coffee shops everywhere ...but even on the streets of Seoul, you can see how many people are walking around with often empty Starbuck's a brand, and image nirvana..that's a level of loyalty that only a few brands every century pull off .... the true risk to SBUX is SBUX.... I am long SBUX....
    Jul 11 12:01 PM | 1 Like Like |Link to Comment
  • FCC to review Netflix's peering deals [View news story]
    Meanwhile the rest of the world laughs at our broadband speeds and costs....
    Jun 14 11:53 PM | 6 Likes Like |Link to Comment
  • EBay turns from auctions with new designer shop [View news story]
    near term, if you take a look at the retail landscape this past quarter + the negative impact from the security breach .... I would rather be short than long at this point. i agree that the company has lost a little bit of its identity, however, in the fight for space on mobile apps... SBUX, AMZN and EBAY dominate ... so to characterize it as a ship who's time is running out is a bit extreme.
    Jun 11 01:46 PM | Likes Like |Link to Comment
  • Report: Google in talks to buy Pandora rival Songza [View news story]
    there's just no original thinking - amzn, appl, goog, samsung .. just copying each other and buying other companies.... what ever happened to building cool stuff ??
    Jun 6 02:59 PM | Likes Like |Link to Comment
  • The Alibaba IPO [View article]
    The best way for the average investor to ride the Alibaba coat tails is to buy Softbank SFTBY .... you could also play YHOO , but due to existing agreements, unless it's modified the YHOO is forced to sell roughly 40% of its stake at the IPO price... SFTBY is trading well below the sum of its parts, that include YHOO JAPAN, Sprint and other tech and telecom properties as well as pending large investment in TMUS ... the company doesn't need to sell any stock.

    As for the article ...The author is confusing pre-ipo and early round and angel investing with IPOs. I don't think he makes clear, that ground floor employees, early investors and founders, of course will make out the best, they've actually invested their capital and time into the company to get it where it's even possible to offer it to the public in an IPO (just like regular investors these guys lose more than they win that's why they throw darts at dozens of companies) Many early employees forgo salary in exchange for stock, and are only rewarded when a company goes public or is a big success. To become investors in private equity funds, yes you need a lot of money, the SEC requires you to be an accredited investor (money and knowledge) to legally become an investor.

    2nd - investors should never invest in anything based on what is "hot" ... do some homework, go through the S-1 and learn how to understand the financials, and write out your own scenario analysis to where the company might be valued 1 yr, 5 yr, 10 yrs from now... that's what the professional investor is doing.. and those who don't are truly just gambling.... that's not investing....

    3rd - the IPO is managed by the lead underwriters named on the S-1 ... the FB IPO was poorly done and you can look up the firms responsible... I think Wall St. learned a lot from those miscues and Alibaba will be much cleaner... whether it goes up or down, depends on what valuation investors feel its worth.... the retail investor should stick with their long-term investment thesis, usually in the end you'll end up far better... just ask Mr. Buffett.
    May 30 11:49 PM | Likes Like |Link to Comment
  • Apple Stock Price Likely To Peak Before Long [View article]
    There's no doubt that Tim Cook is on the hot seat. He needs to deliver, if the the new iPhone does not have a bigger screen, there's some plausibility to this opinion. Yet, these type of pieces would be a lot more educational if it added a little more scenario analysis on the financial side. Most of this piece is conjecture with little evidence to support a financial thesis.
    May 28 11:08 AM | Likes Like |Link to Comment
  • Wal-Mart's Revenge: Has A Big Problem [View article]
    We live in Seattle, where AMZN is located and have paid sales tax for years, but it hasn't stopped us from buying or being a prime member, the convenience will always beat TGT and WMT ....
    Apr 24 10:48 AM | 6 Likes Like |Link to Comment
  • Fidelity reportedly working on new low-cost exchange [View news story]
    If anything costs for the little guy are going to go up. Trading commissions for the little guy and institutional accounts are at rock bottom, and the HFT controversy is only designed to either self promote new products, or to get institutions out of the machines .... ie ... Wall St. makes more money..
    Apr 10 02:38 PM | 1 Like Like |Link to Comment
  • Target warns in filing that data breach could be worse than reported so far [View news story]
    Gregg W. Steinhafel CEO @TGT made $21 million last year... sends his CTO to take the knife, when she probably walked out saying "i told you so"...meanwhile, instead of going public, they just hide the dirt deep in the 10-k like Congress does and hopes nobody actually reads it.... Americans need to wake up.... they want to make Wall Street into villains... but what happens when a CEO of a major retailer knows about a security breach and decides to do nothing and a bad guy walks away with personal information of 70 million customers....? Really he should go to jail.
    Mar 14 09:48 PM | Likes Like |Link to Comment
  • Report: Target fiddled while the breach burned [View news story]
    Holiday sales > beats customer protection ...
    Mar 13 03:48 PM | Likes Like |Link to Comment
  • Taking their time, Fannie and Freddie plunge on wind-down proposal [View news story]
    Nothing like a little market manipulation.....
    Mar 11 06:56 PM | 1 Like Like |Link to Comment
  • Digging into K-Cup data [View news story]
    GMCR margins are evaporating... that's going to catch up at some point...
    Mar 7 04:07 PM | Likes Like |Link to Comment