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cashawash

cashawash
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  • Facebook's Possible Plans For Its Messenger App [View article]
    Boo hoo!!! I am quite certain the remaining 1.5 Billion, Facebook Global user base will forever mourn both of the above departures.
    Thanks for using such a public forum to announce your departure, however; please continue your short positions in FB stock, eh!
    Aug 19 03:02 PM | Likes Like |Link to Comment
  • Facebook Will Continue Its Rise From The Pits [View article]
    <<<"Under the surface, the problem is that Facebook is no longer cool. It is old and gauche and embarrassing and disrespectful of its users and their privacy. It is starting to die in the U.S. Than it will die in Europe. Then it will peak and die in the rest of the world.">>>

    You provide no empirical, objective, nor verifiable evidence to support your premise? Absent that, it's mere conjecture, pal.

    Are you expecting that by repeating the same old warmed over and emotional arguments that they will magically become true?

    You need to dazzle investors with a more credible argument 'cause that ol' dog of an emotional argument just wont hunt, pal.
    Your argument is to feeble, eh!
    Aug 17 02:14 AM | Likes Like |Link to Comment
  • Juicy Details From The Allergan Lawsuit: Why Valeant And Ackman May Be In More Trouble Than They Are Letting On [View article]
    Agreed JGC320! I am convinced that Allergan's Board still has a few aces in reserve that can be played as the situation merits.
    The Pershing Square Q2 Letter contains the usual: "distortionate and self-serving rant" against the existing standard corporate structure and governance -- in use -- by a majority of companies in S&P 500.
    The letter is self-serving from the perspective that VRX management and board is being held up as: a "paragon of corporate virtue"?
    That's such a knee slapper!
    Aug 14 03:40 PM | 1 Like Like |Link to Comment
  • Facebook Is Serious About Unbundling [View article]
    Thanks for another informative and edifying presentation, Alex! It was totally straightforward and covered all the relevant points...
    Aug 12 12:17 PM | 1 Like Like |Link to Comment
  • Facebook Is Serious About Unbundling [View article]
    Great incisive comment Jta91!
    This is obviously a slow "business news week". All the attention being heaped on the Facebook Messenger App is excessively overblown.
    From a relevance and substance perspective, there is: so much more trouble in the world -- so to speak, eh.
    Aug 12 12:10 PM | 1 Like Like |Link to Comment
  • Juicy Details From The Allergan Lawsuit: Why Valeant And Ackman May Be In More Trouble Than They Are Letting On [View article]
    The evidence you present paints a rather dour, "smarmy and Machiavellian" picture of the characters behind this hostile take-over of a great company.
    Aug 11 03:23 PM | 1 Like Like |Link to Comment
  • Facebook Will Continue Its Rise From The Pits [View article]
    Gwynfryn: "Sooner or later, growth will falter, and then we can expect a huge fall-out..."

    Of course growth will falter out, the world's population is finite and growing at a low -- YOY -- multiple, however; Facebook will at some point become the Internet or its user base will make up some "gargantuan percentage" of it. Especially with the recent announcement of its inroads into the African continent.
    Is there a GLOBAL competitor of equal size and efficiency, in the Social Media space, to Facebook blazing the trail to link the planet to its platform?

    The other BIG question is: how do YOU define success? Isn't GLOGAL SATURATION the ultimate measure of success???
    If FB achieve a peak of 3.5 to 4 BILLION global users on its platform of a total 5 BILLION global population of connected users with a commensurate slowing of growth to the global population birth-rate: wouldn't this be an awesome achievement?

    What global business concern on Planet Earth would avoid promoting its products on FB's platform with such a gaudy global user base?
    Aug 8 01:39 PM | 2 Likes Like |Link to Comment
  • Facebook Will Continue Its Rise From The Pits [View article]
    Olarx: "More than 90% of FB's revenue comes from advertisement, essentially a parasite advertisement company with no product generating revenue."
    - I guess you would also throw into the mix, that other superstar "PARASITE AD COMPANY", Google, eh. Google's AD revenues only amounts to 94% of earnings!!!

    By golly, there is GOLD in them AD REVENUES -- albeit "parasitic GOLD" -- per your standards, eh!
    Your "investing logic" has drowned in your sea of emotions, pal.
    Emotional investing is anathema to sustained success in the Markets.
    Aug 8 01:10 PM | 3 Likes Like |Link to Comment
  • Juicy Details From The Allergan Lawsuit: Why Valeant And Ackman May Be In More Trouble Than They Are Letting On [View article]
    As we all know: the best laid plans of mice and men...
    When this case is presented in future MBA programs for analysis, students might focus, perhaps; depending the eventual outcome, on how the buy-out side, terribly miscalculated, and underestimated the collective resolve of AGN's management, and board to fend off this hostile takeover, while simultaneously winning the PR battle.
    Aug 7 04:01 PM | Likes Like |Link to Comment
  • Juicy Details From The Allergan Lawsuit: Why Valeant And Ackman May Be In More Trouble Than They Are Letting On [View article]
    @TB138
    I don't have a dog in this fight -- at least, not yet -- however; I wholeheartedly agree with your comment.
    Allergan is one of the best run, and great companies on the planet.

    To your point of caution: look at how VRX totally messed up the Medicis acquisition. Medicis was a good competitor to AGN in the Aesthetic Sector, primarily with a solid complement of facial fillers; and held it's own, although miniscule; in the neuromodulator market.
    Under VRX, the Medicis products bled market share and never performed matched its performance of stand alone company; until VRX recently sold off the unit at a huge discount to the acquisition price.
    -CONCLUSION: VRX / MRX was sold as a great marriage, with great synergies, and cost savings, but -- in reality -- turned out to be a disappointing, irreconcilable cultural mismatch.

    With forward PE of 18+, AGN is a resounding buy even at its current price! If this deal falls apart, I would consider taking a long position in AGN.
    I am much impressed by Allergan's leadership, experience, expertise and stability of it's management.
    AGN has great products, an established, world class scientific leadership dept, that keeps its enviable pipeline loaded, and products at the top in most of the global markets that it competes, and most of all; it's strong balance sheet with a proven track record of delivering some of the best projected growth in big pharma for the next 5 to 8 years!
    I consider AGN stock a buy, with a projected upside of $250 in the next 18 to 30 months as a stand alone enterprise.

    I am convinced this is a great test for Allergan's Management! They will emerge from this challenge, a stronger -- lean and mean -- more focused, and united team. This kind of ordeal for a stellar management team can only serve to enhance future shareholder value.
    Aug 7 01:00 PM | 3 Likes Like |Link to Comment
  • Facebook Has Become The Ultimate Fanboy Stock [View article]
    "I've read some articles stating that marketers are seeing good results from their investments in facebook. Of course I shouldn't make that claim without citing sources but I am simply too lazy for this..."

    Ultrac: this Is the latest edifying story on Facebook published last Saturday in the NY Times: http://nyti.ms/1pAXLj7

    This insightful story in the NY Times discredits this presentation and exposes the pretension of the source.
    Aug 6 01:16 PM | Likes Like |Link to Comment
  • Juicy Details From The Allergan Lawsuit: Why Valeant And Ackman May Be In More Trouble Than They Are Letting On [View article]
    Right on the money, Uncommon!
    Your presentations are the best and most informed articles -- bar none.
    You are building your "incisive journalist cred" on this story. Nobody's got the goods like YOU.
    I really don't care if you only cover this story 'cause your information is pure gravy.

    You seem to be well connected, with great sources "on the inside" of this unfolding drama, and readers -- like me -- can't read enough about this stuff.

    You are doing a great and responsible service to stockholders, investors, in fact; all stakeholders on every side in this battle of elephants!
    Please stay strong, to keep on keeping on.
    What a bonanza!!!
    Aug 5 07:12 PM | Likes Like |Link to Comment
  • Facebook Has Become The Ultimate Fanboy Stock [View article]
    "Cyber Bullying"? Escuse moi!
    Isn't that a preteen -- grade school -- to high-schoolish thang'? Boo-hoo!
    From my observations: on most SA forums, adults express strong opinions with some degree of panache, but usually grounded in civility.
    I am so tempted to use your "cyber bullying" label, on a couple of my bearish / short-trader pals, to see how it will go over.

    - Hey Mon and JH, you guys have been guilty of "cyber-bullying" me over the past 6 months! But I really don't mind 'cause... I love and enjoy the dust ups, eh.

    Mlauritz, I promise to never respond to any of your comments in the future. PEACE!
    Aug 5 02:53 PM | Likes Like |Link to Comment
  • Facebook Has Become The Ultimate Fanboy Stock [View article]
    Charles your protruding nose is showing!
    Please read the attached exposé on the effectiveness of Facebook's marketing platform published in the New York Times over the weekend.
    http://nyti.ms/1pAXLj7
    You will perhaps comprehend why your claims and statements in the attached exchange with Alex makes you look like: "a petulant, ill-informed, and out of touch light-weight".
    In fact, I am a bit embarrassed for YOU!
    Aug 5 01:26 PM | 1 Like Like |Link to Comment
  • Facebook Has Become The Ultimate Fanboy Stock [View article]
    Alex, if this were a pugilistic encounter, you would be guilty of beating your opponent into a bloody mess!!!
    Evidently, Mlauritz is so "hooked on phonics" that he ran into an hornets nest, and didn't know how to graciously extricate himself, eh.

    - It's not what a person say who they are that makes them who they are; it's what they do.
    Aug 5 12:54 PM | Likes Like |Link to Comment
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