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Jed Fan

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  • Berkshire Hathaway: Shooting Dead Fish In A Drained Barrel [View article]

    Thank you for this detailed analysis of BRK.B. Personally, I am long the stock myself simply because: (1) historically, BRK.B tends to perform well if the market performs well, and (2) when the market contracts, it does not necessarily contracts that much.
    My strategy is simple. Load up on BRK when it goes sideways/trade below at an attractive BV. Slowly load up on VIX, namely VXX, when the market is at all-time highs. The VXX provides decent downside protection and BRK does not give up the edge when the market is performing well.

    Jan 18 10:42 AM | Likes Like |Link to Comment
  • New Console Launch Will Drive Sales For Gamer Stocks [View article]
    The reasons why TTWO isn't soaring right now is because of two things:

    1. The cyclical nature of the company, if it can prove that GTAO is a sustainable source of income for the company, then we can see some potential upside for the company.

    2. The quarter ended before the introduction of GTAO, so we're limited on the sales of GTAV.


    What I would like to see in their 10-Q earnings call is some future guidance on their ability to generate a brand name as strong as GTAV so that investors can benefit, not once in five years, but once in every two years from new products.

    Also as hinted by the CFO of the company, there is a possibility of a share buyback plan in the near term (take it with a grain of salt though)


    Sadly, unlike what most people think, I don't expect activism from Carl Icahn until mid-next year or even year end of 2014 due to his current involvement with Apple (might get heated). However, if Brett Icahn can prove that being the son of Carl Icahn, he can provide much more activism than just sitting on board and do nothing, then we might be able to see some more upside.
    Disclaimer: I am long TTWO.
    Oct 28 02:20 AM | Likes Like |Link to Comment
  • Clear Skies For SolarCity [View article]
    haha nice titile!
    Sep 29 12:07 PM | Likes Like |Link to Comment
  • Short Tesla Motors: Valuation Is Unsustainable, Premium To Peers Is Unjustified [View article]
    Just another value guy evaluating Tesla. Shorting momentum stocks pose huge risks, tread lightly my friend.
    Sep 25 06:33 PM | 1 Like Like |Link to Comment
  • Linn Energy: Market Does Not Like The Quarterly Results [View article]
    Guys, this Kaiser guy at Hedgeye doesn't even own shares of $LINE. They covered at 27.63$ ( They're just bashing on the stock because they're a research firm; and for that reason, if people observe them as "right" on twitter (no research, ad hominem all the way), eventually they will start purchasing their subscriptions. This is a very sad way to acquire subscribers and, sadly, it's working well.

    Btw, this is a really well written, informative, and unbiased article Casey. Thank you. We're all with you, if this ship sinks, we all go down with it; and along the way, we will do some scuba fishing. 
    Aug 9 06:28 AM | 5 Likes Like |Link to Comment
  • Linn Energy EPS of $1.47, beats on revenues [View news story]
    SEC + $BRY = ++30$ $LINE. Patience is a virtue.
    Aug 8 03:55 PM | Likes Like |Link to Comment
  • Is Cleantech Transit Worth $80 Million? [View article]
    Hey man,

    Thanks for the thorough analysis.

    But, there is not much point in your article man, pump and dumps are basically everywhere due to the emergence of social media. You can't just stop them. Even if you did, a next one is going to emerge next week. There is always going to be suckers believing in the "get rich quickly" scheme, and if you're really a realist, you could think of a way to profit from this. I know that for a fact that I would, I just need the shares to short.

    Have a good day.
    Jul 21 10:42 AM | Likes Like |Link to Comment
  • Global mobile ad sales will grow 79% in 2013 to $15.8B, and Google (GOOG) will account for $8.85B (56%) of them on the back of 92% growth, estimates eMarketer. Facebook's (FB) mobile ad sales are seen rising over 4x to $2.04B (12.9% share), Pandora's (P) 67% to $400M, Twitter's 121% to $310M, and Millennial Media's (MM) 71% to $120M. Total digital (Web/mobile) ad sales are expected to rise 10% in 2013 to $116.8B, with Google growing 19% to $38.8B, Facebook 38% to $5.89B,  Microsoft (MSFT) 22% to $2.08B, LinkedIn (LNKD) 46% to $380M, and Yahoo (YHOO) just 3% to $3.63B. (U.S. mobile estimates[View news story]
    from this point of view, FB's growth rate is incredible. At this rate, FB's ad revenues will catch up to GOOG in 3-4 years.
    Jun 13 03:50 PM | 1 Like Like |Link to Comment
  • Gold: Time To Short [View article]
    Hi Mark,

    Thanks for your feedback on my "official first comment" on SA. My argument on GLD is as true as it can be, I am just siding my views with that of the greatest investor of our time.

    Jun 13 03:27 PM | Likes Like |Link to Comment
  • Gold: Time To Short [View article]
    All that I have to know is that gold is a purely speculative, and non productive asset; and I am not willing to invest my money when there are companies out there where the growth rate tops that of gold easily. End of argument.
    Jun 12 03:27 AM | 4 Likes Like |Link to Comment