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MrMatt

MrMatt
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  • Android Vs. iOS: Which One Will Make The Most Money? [View article]
    A proper backup strategy is a good idea, if you don't have one, you're destined to lose data.

    iCloud is nice, but dropbox is nicer.
    For about the same price, you can get 50GB on iCloud, which only works on Apple devices, or you can get 1TB that's 1000GB on dropbox which works on Apple, Windows, Android and Linux devices.

    iCloud is far more expensive than the competition, and less functional for a user like me.
    That's the magic at Apple, they can less capable services at dramatically higher prices, and their customers LOVE it. As a shareholder it's great, as long as they can keep it up, and I fully expect they do.
    As a technically proficient user, I just shake my head at it.


    "lots and lots" that was not backed up?
    Purchase history, email, calendar, contacts and web browsing are all stored by Google automatically.
    My photos are also backed up (I do a one way backup, device -> service because I have too many photos to fit on my phone or iPad)
    Aug 28 11:08 AM | Likes Like |Link to Comment
  • Android Vs. iOS: Which One Will Make The Most Money? [View article]
    I have an Android phone, I have an iPad.
    I see no compelling reason to switch to an iPhone.

    How exactly would an iPhone 6 lure me away? Will it offer the power and usability of an Android device? I hear rumours that iOS 8 will address some of the OS shortcomings, but what about the actual device?
    Will the iPhone 6 be waterproof? Offer more than 1 GB of memory? Allow the use of SD cards? Have wireless charging?

    The problem with Apple bulls is they don't understand that there are power users who don't want to pay the Apple premium for a lesser device.
    I do understand that there are very satisfied Apple customers who will snap it up like crazy, I'm just not one of them.

    (Long AAPL, Long GOOG, I think they can both "win")
    Aug 27 04:18 PM | 2 Likes Like |Link to Comment
  • The Keurig 2.0 Comes With A Bevy Of Risks For Keurig Green Mountain [View article]
    I buy a few licensed K-cups occasionally, a few boxes at Costco every now and then. They made some money from me.

    Tassimo, with their better system, didn't make any money from me. I expect Keurig 2.0 will make as much from me as Tassimo did.

    What is the value proposition for this new system? The existing Tassimo system offers everything it does, and pods are widely available.
    Aug 22 06:41 PM | Likes Like |Link to Comment
  • The Keurig 2.0 Comes With A Bevy Of Risks For Keurig Green Mountain [View article]
    I use predominantly my own grounds in a my kcup holder.

    The reason i bought a keurig is because it isn't locked in like a more flexible tassimo system is.

    Given the choice, why would anyone choose a keurig 2.0 system?
    Aug 22 04:32 PM | 1 Like Like |Link to Comment
  • Wal-Mart: The Time To Buy Is When No One Likes A Quality Dividend Company [View article]
    As a customer, I'm really liking what MCD and WMT are doing.

    MCD continues to improve and freshen products, I think their new "McCafe" is a good idea.

    The biggest problem is that the restaurant and retail markets are incredibly difficult. I think both are leaders, and doing well, but are they really capable of outperforming the market going forward?
    Aug 19 08:30 AM | Likes Like |Link to Comment
  • The Internet Monopoly I Want To Own Forever [View article]
    DCF is just fine.
    If they're playing with the model to get the result they want, then the playing is the problem.
    Aug 15 11:41 AM | 1 Like Like |Link to Comment
  • Smith & Wesson: Begging For An LBO [View article]
    "Socially responsible investing" underperforms, yes.
    "vices make money"

    I'm arguing that this is a market inefficiency.
    There is more demand for "Socially Responsible Investments", so the price gets bid up, which is why it under-performs.

    Now if we take the market as the sum of SRI & non- SRI investments, given that SRI underperforms, wouldn't non-SRI have to slightly outperform the market average to balance it out?
    Looking at the formula, it's obvious to me.
    Market return=Market Weighted Average(SRI return, non SRI return)

    I believe that as you progress through SRI to the "worst vices", the potential returns get better, however you could argue you are taking on more risk, with tobacco and guns, it is political risk in particular.
    Aug 15 11:39 AM | Likes Like |Link to Comment
  • Smith & Wesson: Begging For An LBO [View article]
    They sell guns, investors don't like guns, so their stock prices remain low.

    Cerberus wants to sell Freedom Group, I think the biggest holdup is getting the market to pay a reasonable price. SWHC and RGR are both cheap.
    Aug 14 02:16 PM | 1 Like Like |Link to Comment
  • The Internet Monopoly I Want To Own Forever [View article]
    Youtube benefits from the network effect or at least being the most popular.
    They have the best content, so people look there, so people post it there.

    Search dominance is simply that it is the most effective tool for finding information.
    The oft mentioned "competitor" bing doesn't even let you filter by date, a feature I use quite often, and is really a basic function.

    Ebay, Alibaba & Facebook are network effect companies.
    Seeking Alpha is too actually.
    Aug 14 02:10 PM | 1 Like Like |Link to Comment
  • The Internet Monopoly I Want To Own Forever [View article]
    Pandora is neat, but why not tweak up Songza & Google Play - Music?

    Google + is buggy? So? Don't use it.
    Aug 14 10:55 AM | Likes Like |Link to Comment
  • Intel: Losing Dominance In The Server Segment? [View article]
    I keep hearing the ARM is more power efficient than Intel.
    The reality is Intel new atom product is more power efficient.

    With only competitive power consumption at the low end, and nothing at the high end, why anyone would switch to ARM?
    Aug 9 08:01 AM | 4 Likes Like |Link to Comment
  • Ford Motor Company: An Underappreciated Value And Income Play [View article]
    Consumer interest rates matter less when people get jobs.
    Aug 9 07:45 AM | 1 Like Like |Link to Comment
  • The Downward Trends Of The Firearm Industry [View article]
    I don't think SWHC spent all that money on a new ERP system to build up inventory during a slowdown.
    Aug 7 06:43 AM | Likes Like |Link to Comment
  • Sturm, Ruger Is A Strong Buy Under $50 A Share - Here's Why [View article]
    The hard part is deciding if RGR or SWHC is the better buy.
    Aug 4 01:01 PM | 1 Like Like |Link to Comment
  • What The Heck Is Wrong With Big Tech? [View article]
    Apple is just like every other company.
    They've got piles of acquisitions and partnerships.

    Their published mission statement doesn't sound much like that vision you just stated.
    Aug 4 07:47 AM | 1 Like Like |Link to Comment
COMMENTS STATS
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