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Gloube

Gloube
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  • Downgrades roll in for Microsoft following earnings; now down 7.8% [View news story]
    Great analysis
    Jan 27, 2015. 08:09 AM | 5 Likes Like |Link to Comment
  • Twitter prices IPO at $26 [View news story]
    Remember during the Facebook IPO: people went MENTAL and insulted anyone buying the shares at $38. Now the shares are at fucking $49.

    Lesson: don't listen to people who think everyone else is a retard, because most of the time they are the retard
    Nov 7, 2013. 06:10 AM | Likes Like |Link to Comment
  • KKR - Value At The Gate [View article]
    Stopped reading when you got the 3 levers of value creation in an LBO wrong
    Oct 30, 2013. 12:27 PM | Likes Like |Link to Comment
  • Apple's Phase 2A Is Complete [View article]
    So you mean losing 40% stock price was a "strategy" by AAPL? These guys are geniuses!
    Jun 18, 2013. 09:15 AM | Likes Like |Link to Comment
  • Ever on the alert to defend its film and music sectors from being swamped by Hollywood, the French have threatened to torpedo EU trade talks with the U.S. unless measures to protect France's cultural industries are left intact. The U.S. wants all issues to be on the table, with the U.K. taking a similar position. The dispute comes as trade tensions increase between the EU and China. [View news story]
    I'm French and I think people should realize that we already all live in America. Nothing wrong with that imo
    Jun 6, 2013. 05:17 AM | Likes Like |Link to Comment
  • "You can't see the other side of the trade," says Jim Chanos, holding court on CNBC for the hour. Be careful looking at 13Fs, he cautions, as managers cleverly put on positions designed to hedge or even mask their true intentions (he's currently long DE, but short other machinery stocks). "Servers are PCs on a rack," he says, not surprised Blackstone backed off DELL (he remains short, along with HPQ). Apple (AAPL)? He's long both it and Samsung (SSNLF.PK), but reminds it's more of a hedge against his PC shorts. China - along with any company (VALE) dependent on it - is still a short (presentation). [View news story]
    Soon all servers will be replaced by iOS running tablets, because iOS is the safest OS. Ain't nothing you can do about it.
    Apr 24, 2013. 12:53 PM | Likes Like |Link to Comment
  • Microsoft (MSFT) roundup: 1) ZDNet's Mary Jo Foley reports Microsoft is thinking of bringing back the Start button with Windows Blue, and of also allowing PCs to boot in desktop mode. The report follows major criticism of Win. 8's UI changes, and ugly Q1 PC data partly blamed on the OS. 2) In starting coverage at Overweight, Morgan Stanley asserts Microsoft "can still grow revenues with PCs declining 5% a year over the next five years." Also, an MS CIO survey found 20% of respondents using Windows Azure, compared with 13% using Amazon Web Services (AMZN). (earlier: I, II[View news story]
    Why do you think iOS has so few viruses? It's not because it's safer, it's only because the user base is infinitely smaller and hence noone is developing viruses for this platform. Windows is universal, so if you want to create a virus and spread it, you do it on Windows.

    How hard is it to understand?
    Apr 17, 2013. 03:30 AM | 1 Like Like |Link to Comment
  • Apple: Would You Be Okay With A Kitchen Sink Quarter? [View article]
    "I'm long AAPL and have quite a big position already, but I'd be extremely happy if AAPL reports terrible results next week and stock drops below $400. That'll allow me to buy more"

    Jesus Christ...
    Cut your losses already, what is wrong with you? You HOPE that you'll lose money? Best strategy ever
    Apr 16, 2013. 04:08 AM | 1 Like Like |Link to Comment
  • Microsoft's 'Secret' Projects That Will Completely Rock Your World [View article]
    Hasn't the Lightspace project been around forever?
    Apr 15, 2013. 04:37 AM | Likes Like |Link to Comment
  • Morgan Stanley's (MS) private-equity arm and Apax Partners are reportedly thinking about selling Chicago-based insurance brokerage Hub International in a transaction that could be worth $2B. The considerations come six years after Morgan Stanley and Apax took Hub private for $1.8B. [View news story]
    6 years for 1.1x money multiple?

    great deal
    Apr 12, 2013. 03:39 AM | Likes Like |Link to Comment
  • Will Nokia Revolutionize Text Messaging? [View article]
    "Church groups"? Where are you from? The XVIIIth century?
    Mar 28, 2013. 04:52 AM | 2 Likes Like |Link to Comment
  • Apple: Up 10% From The Bottom And Going Higher [View article]
    Perfect example of brainless AAPL investor. You have obviously no notion of portfolio management since 50% of your retirement money is placed on a single volatile stock. You jumped in the bandwagon when AAPL was on the rise, and of course you had no stop-loss. Now the stock has fallen big time and you are still making positive comments about your investment, although you do realize that you've lost almost all your gains (and possibily your capital).

    What is wrong with you? Please open your eyes: if you have been long AAPL for the past 3 months, it has been a VERY BAD investment and you should rethink your strategy.

    People, stop falling in love with the stocks, they'll break your heart harder than your ex-wife did.
    Mar 25, 2013. 05:40 AM | 4 Likes Like |Link to Comment
  • Another day, another low-cost iPhone (AAPL +1.3%) report. RBC's Amit Daryanani says his checks indicate a cheaper iPhone with a plastic case and a 4" non-retina display is on the way. He thinks it will arrive in the June/July timeframe, sell for less than $400, and (after modeling various scenarios in a spreadsheet) add $22B in sales and $5 in EPS to Apple's 2014 results. For those keeping score, RBC, Jefferies, KGI Securities, Sterne Agee, and Goldman have all predicted a cheaper iPhone will arrive, but the details they provide vary plenty. [View news story]
    Will you ever accept that you made a bad decision and lost a lot of money on AAPL? Stop being so emotional about this stock
    Mar 22, 2013. 01:05 PM | 3 Likes Like |Link to Comment
  • Baidu Is A Buy, Dude [View article]
    A better title would have been: "Baidu is a buy, duh"
    Mar 14, 2013. 02:08 PM | 4 Likes Like |Link to Comment
  • Don't Buy The New Microsoft Xbox Tease [View article]
    Great article about your personal opinion based on nothing.
    Mar 13, 2013. 01:06 PM | 18 Likes Like |Link to Comment
COMMENTS STATS
105 Comments
119 Likes