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Mitch Zeitz

Mitch Zeitz
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  • Bigger Is Not Always Better: Why Amazon Is Worth More Than Wal-Mart [View article]
    You forgot to mention what Amazon's margins are. Maybe sucking the profit out of another's model is easier than making your own.
    Jul 27, 2015. 05:45 PM | Likes Like |Link to Comment
  • Why Apple, Google, Facebook, Alibaba Or American Express Will Acquire PayPal [View article]
    Yes, I do think that's a big issue. AXP's balance sheet isn't that strong, so now we'd be talking more of a merger with stock. Also, I just don't see the deal as strategic for AXP as it would be for the others, and so they won't be able to pay up as much in a bidding war. Once Paypal is in play its going to be up to the big boys with the big balance sheets to decide how high they'll go. I don't see AXP in that league honestly.
    Jul 24, 2015. 12:49 PM | Likes Like |Link to Comment
  • Amazon.com Proves It's Great, But Expensive Too [View article]
    "Over the last year, Amazon.com's free cash flow has totaled $4.37 billion, up more than 300% from the same 12-month period a year ago. So, after Amazon.com's post-earnings stock gains of 17%, and a market capitalization of $265 billion, it now trades at 61 times its 12-month free cash flow."

    Actually, Amazon's TTM Free cash flow less finance lease principal repayments and capital acquired under capital leases is ($492 million). So, again its not yet FCF positive under usual accounting and still has $265 billion market cap which is greater than Walmart which has FCF of around $16 Billion. Obviously, Amazon is growing much faster but it might take a while to go from ($0.492 B) to $16.0 B.
    Jul 24, 2015. 11:22 AM | 8 Likes Like |Link to Comment
  • There Are No New Banks; Dodd-Frank Hits 5 [View article]
    Really interesting and thought provoking article, thanks.
    Jul 23, 2015. 07:57 PM | Likes Like |Link to Comment
  • eBay: Cash Cow Is Facing Intensifying Competition [View article]
    They are well positioned for acquisition by a player like Alibaba who needs to gain a popular and respected storefront outside of China.
    Jul 23, 2015. 07:19 PM | 3 Likes Like |Link to Comment
  • How Vulnerable Is Amazon To A New Attack On 'Prime' From Jet.com? [View article]
    So their plan is to outAmazon Amazon by using investor money to subsidize consumers to show ever increasing profitless revenue growth? Sounds like an excellent business model (for management if not investors) - sell dimes for nickels and pay yourself with cheap options as the MOMO players hype up your blue sky future. Sorry, but Amazon already owns that space in retail!
    Jul 22, 2015. 02:53 PM | 6 Likes Like |Link to Comment
  • Why Apple, Google, Facebook, Alibaba Or American Express Will Acquire PayPal [View article]
    I completely agree with the analysis, except regarding Amex which I don't think is a likely acquirer. Good work.
    Jul 22, 2015. 02:49 PM | 1 Like Like |Link to Comment
  • Disability's Disabling Impact On The Labor Market [View article]
    Great comment Ghiblenewt! Looks like we're well on our way.
    Jul 22, 2015. 12:18 PM | 1 Like Like |Link to Comment
  • PayPal: Be Your Own Pal, Do Not Pay Too Much [View article]
    It doesn't seem like the take rate comparisons could be apples to apples given 10X rate. Can anyone explain this? Also, merchants pay about 2% or more (AMEX) for credit card users, but I don't think Paypal charges merchants. Is this correct?
    Jul 22, 2015. 11:33 AM | Likes Like |Link to Comment
  • Cloud Peak Energy - Irrational Bear Pricing, Shares Worth $12-Plus [View article]
    You already know how the winter's going to be?!? You are good!
    Jul 22, 2015. 09:55 AM | Likes Like |Link to Comment
  • Cloud Peak Energy - Irrational Bear Pricing, Shares Worth $12-Plus [View article]
    And nothing changes faster than Natgas prices...
    Jul 22, 2015. 09:53 AM | 1 Like Like |Link to Comment
  • Cloud Peak Energy - Irrational Bear Pricing, Shares Worth $12-Plus [View article]
    Thanks for your thoughtful answer!
    Jul 22, 2015. 09:50 AM | Likes Like |Link to Comment
  • Tesla: Why The Smart Money Is Short [View article]
    You're forgetting his plans for space travel!
    Jul 21, 2015. 04:36 PM | 6 Likes Like |Link to Comment
  • Tesla: Why The Smart Money Is Short [View article]
    Actually I think Ron Baron is famous for his big MOMO tech funds back in the late 90's. I remember they did well for a while...
    Jul 21, 2015. 04:35 PM | 6 Likes Like |Link to Comment
  • Cloud Peak Energy - Irrational Bear Pricing, Shares Worth $12-Plus [View article]
    I'm intrigued by CLD... My question to the author is will the bankruptcy filings of competitors help or hinder CLD in the future? If they continue to operate but shed the debt will they gain a cost advantage that hurts CLD? Are there issues if the competitors reduce or eliminate operations that will effect CLD's ability to get their coal to market and at what pricing? Thanks in advance!
    Jul 21, 2015. 04:26 PM | 3 Likes Like |Link to Comment
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