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Mitch Zeitz

Mitch Zeitz
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  • Volvo Makes An SUV Out Of The BMW I8 To Compete With Tesla [View article]
    So apples to apples Volvo's market cap should be about 500Billion then?
    May 25, 2015. 03:56 PM | Likes Like |Link to Comment
  • Is Chipotle's Fast-Casual Pizza Concept Dead? [View article]
    Its probably a good thing that they aren't expanding the pizza concept quickly, because there will be far too many competitors in the space and poor margins. That said, what about the pace of expansion of their Asian concept - pretty slow considering how highly it was touted (while their burrito comps were slowing). Now that comps are good again, other concepts aren't being hyped as much.
    May 25, 2015. 03:48 PM | Likes Like |Link to Comment
  • Just Be Careful Out There [View article]
    Thoughtful article with well researched support. However, without momo investors and their inevitable flame-outs, us value investors would be a sad lot always picking over the dogs looking for opportunities. Long live momo investing!
    May 25, 2015. 03:41 PM | Likes Like |Link to Comment
  • Are Analysts Getting Crazy About [View article]
    Gary J - that's a great question and hopefully you'll tell the rest of us when you find out.
    May 22, 2015. 12:15 PM | 17 Likes Like |Link to Comment
  • Big Tech Is Telling Investors What To Think Of [View article]
    All this big $$ M&A talk is always the denouement at the end of a bull market. Also, it should be mentioned that the "FCF" that you mention would be cut in half if the cash flow effects of stock options is excluded.
    May 21, 2015. 09:49 PM | 3 Likes Like |Link to Comment
  • More Bad News For Peabody Energy - Are We Seeing The End Of The Coal Industry? [View article]
    I agree that this is an important distinction and is usually referred to as an externalized cost NOT a subsidy.
    May 21, 2015. 01:44 PM | Likes Like |Link to Comment
  • Skechers Just Keeps Going Up [View article]
    Stock is too expensive for me now, but their shoes are very comfortable and offer good value.
    May 21, 2015. 12:05 PM | 2 Likes Like |Link to Comment
  • About That Bond Market Collapse [View article]
    Great article. So many headlines these days competing for clicks combined with lack of "journalistic" integrity result in hyperbole on just about every subject. Bonds down .2% ---> bonds "collapse" or "implode".
    May 21, 2015. 12:04 PM | 2 Likes Like |Link to Comment
  • Why ITT Educational Services' Equity Is Worthless [View article]
    Excellent analysis, thanks.
    May 21, 2015. 11:51 AM | Likes Like |Link to Comment
  • Why Is Only Worth About $40 Billion To Bidders [View article]
    Still not profitable on GAAP basis excluding one time gain from lease deal. So I don't think your model for 6.2 billion in net income in 2018 seems remotely likely under any contingency.
    May 21, 2015. 11:07 AM | 3 Likes Like |Link to Comment
  • Shake Shack: Where Investors Are Waiting To Profit From Their Short Positions [View article]
    This stock is all about Wall St trying to lure in shorts to drive squeezes. Don't go there.
    May 20, 2015. 11:35 AM | 1 Like Like |Link to Comment
  • Kept Afloat With Nothing But Happy Thoughts, Is It Any Wonder The Sinking? [View article]
    One of my favorite articles of yours (and I appreciate them all). Love the analogy and even played the song while reading this.
    May 19, 2015. 11:46 AM | Likes Like |Link to Comment
  • Retiring In A Thunderstorm [View article]
    Really fascinating idea (option pricing framework) presented in article, thanks. Unfortunately, I don't see a lot of practical investment value in it due to the prolonged timelines that can occur between regime changes. I agree with the dark outlook for returns going forward.
    May 19, 2015. 10:11 AM | Likes Like |Link to Comment
  • Faster, Longer, And Still Fatty: McDonald's New Menu [View article]
    I do agree with much of what you say about relative food quality and overly complicated drive through menu, however I would also say that at their lower price points many people are satisfied with the quality of the McD's burger, which imo hasn't changed at all through the years. What has changed pretty dramaticly though is the taste and freshness of the fries. Great fries and quick, professional service are what made McD's and kept them above the pack in fast food. Since they've changed the oil (don't remember if it was 90's or when) the taste has definitely taken a hit. Maybe more importantly, McD's was always a stickler about limiting the time that fries sat to ensure freshness, now it doesn't seem to be true. Old wilted fries with less flavor appears to be the current offering.
    May 19, 2015. 08:20 AM | 1 Like Like |Link to Comment
  • Tesla Vs. Porsche - Tales Of Growth [View article]
    Also of note is how expected 2015 Model S sales are conveniently graphed as if they've already happened. Talk about counting your chickens...
    May 19, 2015. 08:09 AM | 14 Likes Like |Link to Comment