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Mitch Zeitz

Mitch Zeitz
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  • Things Everybody Knows... [View article]
    Good read, thanks.
    Nov 30, 2015. 11:24 AM | Likes Like |Link to Comment
  • Papa John's May Finally Be Cheap Enough To Buy [View article]
    Still very expensive and loaded down with debt. Could fall much further.
    Nov 25, 2015. 05:49 PM | Likes Like |Link to Comment
  • Tesla Acquires Surprising New Allies: Traditional Auto Dealers [View article]
    All the longs keep theorizing that Teslas are lower maintenance and thus unattractive for dealerships, but there's no empirical evidence for this at all. Just the opposite actually based on CR reliability ratings, dealership waits for car repairs as per TSLA fanboys on forum, and documented drivetrain issues.
    Nov 25, 2015. 05:44 PM | 3 Likes Like |Link to Comment
  • Tesla: Credit Suisse's 2 Main Catalysts Are Easily Shown To Be False [View article]
    Surferbroadband- I can't think of a less credible source of "analysis" than Credit Suisse. When you're older and wiser you'll learn about how this game is played.
    Nov 25, 2015. 05:13 PM | 16 Likes Like |Link to Comment
  • Tesla Is Unprofitable, But Is It Financially Healthy? [View article]
    Expect another secondary after quarterly sales number, but before quarterly results. In other words, early January.
    Nov 25, 2015. 11:07 AM | 4 Likes Like |Link to Comment
  • Peabody Energy: Keep Walking Mr. Kellow [View article]
    Gilariverman-- A hat tip to you sir! Genius, pure genius.
    Nov 24, 2015. 09:24 PM | Likes Like |Link to Comment
  • Peabody Energy: Mine Sale Should Give It Enough Cash To Get To A Positive Cash Flow Year [View article]
    Thanks for the thoughts on this asset sale, good info.
    Nov 24, 2015. 09:16 PM | 2 Likes Like |Link to Comment
  • Big Retail Strikes Back: Omni-Channel And Big Data (Part 2 Of 2) [View article]
    Very interesting read! I wonder if some of the conclusions rely too heavily on jewelry retail/ecommerce, which IMO is different than other types of retail/ecommerce, for the reasons that most people want to see the item more than in typical non-apparel retail (ie diamond purchase on BlueNile requires significant trust/imagination vs seeing it at Signet), and much online merchandise is more like a commodity - identical good no matter where its bought. Nonetheless, most of the analysis is really helpful and thought provoking.
    Nov 24, 2015. 09:12 PM | Likes Like |Link to Comment
  • Microsoft Has Become A Growth Business, And Yes I'm Being Serious [View article]
    I think a successful transition to cloud with subscription revenue will also enable MSFT to monetize all the emerging market (china) users who haven't paid for a copy of software in 15 years. They're going to get everyone on the cloud, paying monthly and then disable the old software.
    Nov 24, 2015. 05:36 PM | Likes Like |Link to Comment
  • Argentine Shock [View article]
    Interesting to hear about Argentina in relation to your general theories. Thanks.
    Nov 24, 2015. 05:25 PM | 1 Like Like |Link to Comment
  • The Closing Of The Global Economy [View article]
    Really enjoyed the article, thanks.
    Nov 24, 2015. 05:19 PM | Likes Like |Link to Comment
  • Tesla's Growing Problems Are Not Recall Related [View article]
    Great link, thanks.
    Nov 24, 2015. 04:59 PM | Likes Like |Link to Comment
  • Tesla: Examining The Bull Case [View article]
    "With higher guidance for deliveries than production in Q4, TSLA must intend to sell from inventory. This begs the question: what inventory?"

    The inventory is being transported on all the giant oil tankers that the company has made useless by revolutionizing autos, energy, etc ; )
    Nov 24, 2015. 04:36 PM | 3 Likes Like |Link to Comment
  • Tesla: Examining The Bull Case [View article]
    Montana Sceptic - I think you've nailed the timing of the secondary and for the right reasons.
    Nov 24, 2015. 04:34 PM | 2 Likes Like |Link to Comment
  • How Google Plans To Crush Amazon In Online Shopping [View article]
    Google needs to buy Paypal to make the final purchase action easier especially on mobile in order to compete with Amazon's one-click.
    Nov 24, 2015. 12:38 PM | 1 Like Like |Link to Comment