Seeking Alpha

Mitch Zeitz

Mitch Zeitz
Send Message
View as an RSS Feed
View Mitch Zeitz's Comments BY TICKER:
Latest  |  Highest rated
  • Cummins Is Alluring... But Is It A Trap? [View article]
    Thanks for another honest and fair analysis.
    Apr 17, 2015. 12:00 PM | Likes Like |Link to Comment
  • 'Even When You Win, You Can't Win' - Netflix Edition [View article]
    Strong analysis, thx for the post.
    Apr 17, 2015. 11:53 AM | Likes Like |Link to Comment
  • Bond Investors Beware, History Is Not On Your Side [View article]
    US treasuries seem like a veritable bargain compared to European government bonds.
    Apr 15, 2015. 11:58 AM | 1 Like Like |Link to Comment
  • Tesla Seems To Be Staggering Releases To Take It To The Model X [View article]
    Good work Paulo!
    Apr 14, 2015. 12:52 PM | Likes Like |Link to Comment
  • BP - A Worthwhile Value Play, Despite Litigation Concerns [View article]
    If you wanted to invest in BP despite the oil spill litigation, why wouldn't Exxon?
    They've got quite a bit of experience in these things.
    Apr 14, 2015. 12:44 PM | 1 Like Like |Link to Comment
  • Salesforce.com: Business Is Growing Up, Will Investors Start Caring About Profits? [View article]
    Interesting post, would have liked to seen more DCF analysis provided.
    Apr 14, 2015. 12:08 PM | Likes Like |Link to Comment
  • Time Warp: Warren Buffett On The Stock Market, Circa 1999 [View article]
    Excellent and wise post, thanks.
    Apr 14, 2015. 10:52 AM | 1 Like Like |Link to Comment
  • Why Is Tesla Silent On The Good ZEV News? [View article]
    Great sleuthing!
    Apr 13, 2015. 12:52 PM | 3 Likes Like |Link to Comment
  • The Market May Be Underestimating Tesla's Potential In Europe [View article]
    Why are gas savings factored into the economic decision but ridiculously high repair bills neglected?
    Apr 13, 2015. 12:10 PM | 3 Likes Like |Link to Comment
  • Inflation, Wage Controls And Ruble: Welcome To Q2 Start In Russia [View article]
    "assuming no renewed speculative attacks on the currency"

    This assumes the currency decline was due to speculative attacks. Maybe it was caused by Ruble asset holders moving into currencies and assets that were perceived to be safer, or more stable.
    Apr 13, 2015. 11:55 AM | Likes Like |Link to Comment
  • Some Concerns That Have Me Worried About The Overvalued Markets In 2015 [View article]
    Great work Mycroft! Good analysis and great read.
    Apr 11, 2015. 08:59 AM | 2 Likes Like |Link to Comment
  • The Crappy Gold-Mining Business Revisited [View article]
    Very interesting analysis.
    Apr 11, 2015. 08:47 AM | Likes Like |Link to Comment
  • Tesla Is Walking On Thin Ice Regarding Customer Trust [View article]
    "P85D which is massively popular"

    "Massively popular" might be a bit of overstatement given the 40K total Teslas of all varieties sold last year worldwide? Considering worldwide auto market last year was 67.5 million, not including another 22 million commercial vehicles. That's about 0.1% I believe.
    Apr 11, 2015. 08:37 AM | 2 Likes Like |Link to Comment
  • Tesla Is Walking On Thin Ice Regarding Customer Trust [View article]
    Can the ZEV credits be claimed multiple times per car for each "new" owner?
    Apr 11, 2015. 08:25 AM | Likes Like |Link to Comment
  • Tesla Is Walking On Thin Ice Regarding Customer Trust [View article]
    Interesting link, but $2 million AUM or $2 billion doesn't matter if the analysis is good.
    Apr 11, 2015. 08:24 AM | 3 Likes Like |Link to Comment
COMMENTS STATS
1,240 Comments
1,374 Likes