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TiantongQ

TiantongQ
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  • Apple: Betting Big On The Camera [View article]
    3D display and dual lens variable aperture camera, just like the human eye!!
    Apr 22, 2015. 10:26 AM | 1 Like Like |Link to Comment
  • Morgan Stanley in for the long haul on Netflix [View news story]
    uh... AAPL is worth over $1000 pre-split, just that most investors dont see the potential
    Apr 21, 2015. 10:43 AM | Likes Like |Link to Comment
  • Why Netflix's Insane Valuation Actually Makes Sense [View article]
    Well, Netflix vs Amazon reminds me of Apple vs Samsung. The best people lead to products that have enormous ASP and margin edges over everyone else. HBO, Amazon, etc. are currently complementary products with different shows available, but originals should obsolete pre-data-driven shows and movies over time. If you use time spent on Netflix as a proxy for value potential, that's 2 hours per day, huge and comparable to Facebook. They just have to engineer the product to deliver a constant stream of value. (Also if they can use big data to modify short segments of shows for different audiences and place ads in their shows dynamically, that's a game changer)
    Apr 17, 2015. 11:44 AM | Likes Like |Link to Comment
  • Why Netflix's Insane Valuation Actually Makes Sense [View article]
    Netflix isn't overvalued if they can actually raise prices. 20% net margin isn't unreasonable, where 4 quarters * $1400M sales * 20% margins * 30 P/E = $34 billion, about where the stock is now. But the 30% annual growth can be sustained quite a while with only 60 million subscribers vs 2 billion people with smartphones, so fair value should keep trending up.

    But as a social network 30% margins means there is 50% additional upside. ASP increases are the wild card. The more value they add the more sales they have. I'm pretty sure $1000+ is doable. I was born 1993 ;)
    Apr 16, 2015. 11:28 PM | Likes Like |Link to Comment
  • Why Netflix's Insane Valuation Actually Makes Sense [View article]
    I was born 1993 :)
    Apr 16, 2015. 11:22 PM | Likes Like |Link to Comment
  • Why Netflix's Insane Valuation Actually Makes Sense [View article]
    further in the future. imagine microanalytics for the experience of each second of every show and movie for every type of audience. commenting on shows and movies not as a whole, but pinned to some time into the show. For these internet companies you have to think big to really understand potential.
    Apr 16, 2015. 03:08 PM | 2 Likes Like |Link to Comment
  • Why Netflix's Insane Valuation Actually Makes Sense [View article]
    its all about original content and increase in worldwide internet speeds. Netflix will be the social network of professional videos, shows, and movies, and will jack up ASP over time unlike Youtube. Google's failing at almost everything social.
    Apr 16, 2015. 02:58 PM | Likes Like |Link to Comment
  • Heavily-shorted 3D Systems rallies towards $30 [View news story]
    Carbon3D will destroy DDD. Don't bet on either
    Apr 10, 2015. 02:59 PM | Likes Like |Link to Comment
  • Tesla Motors fires up the Model S 70D [View news story]
    "for those in a hurry" HAHAHA XD
    Apr 8, 2015. 10:38 AM | Likes Like |Link to Comment
  • BitAuto: Another Dying Chinese Canary [View article]
    new car sales are stalling, used car sales still growing ~30% per year, and the internet aspect supercharges that growth
    Apr 7, 2015. 02:49 PM | 3 Likes Like |Link to Comment
  • YY -2.3%; 86 Research expects soft Q1 music sales [View news story]
    not much user growth, so this is kind of bad
    Apr 7, 2015. 02:24 PM | 1 Like Like |Link to Comment
  • IPO Preview: Vipshop Holdings [View article]
    How about Snapchat and Meerkat? ;)
    Mar 19, 2015. 01:36 AM | Likes Like |Link to Comment
  • Bloomberg: Alibaba investing $200M in Snapchat at $15B valuation [View news story]
    yes this is the way to do it.
    Mar 11, 2015. 10:01 PM | 1 Like Like |Link to Comment
  • Bitauto -15% on margin/spending concerns; Autohome -2.5% [View news story]
    If PCLN can still maintain such high margins matching people to big ticket purchases, BITA can too
    Mar 9, 2015. 02:29 PM | Likes Like |Link to Comment
  • Apple reportedly orders 5M-6M Watch units; car speculation swirls [View news story]
    WOW.
    Feb 17, 2015. 01:09 PM | 4 Likes Like |Link to Comment
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