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TiantongQ

TiantongQ
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  • Sprint CEO: We'll have best or second-best network in two years [View news story]
    YES. let it not be a duopoly
    May 27, 2015. 11:43 PM | 2 Likes Like |Link to Comment
  • Vipshop beats estimates, offers light guidance [View news story]
    how is that light guidance?
    May 14, 2015. 12:37 PM | Likes Like |Link to Comment
  • Gilead Deal Shows Desire To Put Oncology At Centre Of Post-Hep C Strategy [View article]
    did CELG get all the good cancer partnerships last year
    May 8, 2015. 12:15 PM | 3 Likes Like |Link to Comment
  • pSivida, Moore's Law, Pfizer, And The Next Regeneron [View article]
    next REGN is AAVL, you can call it nanotech too because its gene therapy
    May 4, 2015. 11:31 AM | Likes Like |Link to Comment
  • Tesla Energy launches with a charge [View news story]
    batteries dont do anything. they should buy one of those smart grid companies to become an IoT platform, if thats even possible from that side lol
    May 1, 2015. 01:23 AM | Likes Like |Link to Comment
  • Twitter Is Losing Its Credibility [View article]
    what are you talking about, of course 1000% increase in tweets is notable
    Apr 30, 2015. 10:08 AM | Likes Like |Link to Comment
  • Twitter strikes Google ad deal after weak Q1 [View news story]
    I think it's SMS fast follow service instead
    Apr 28, 2015. 11:58 PM | Likes Like |Link to Comment
  • 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
COMMENTS STATS
269 Comments
140 Likes