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Mitch Zeitz

Mitch Zeitz
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  • McDonald's Offers New Searing Marks, But Still Looks Solid [View article]
    Sear marks? I'm all in!
    Jun 30, 2015. 07:13 PM | Likes Like |Link to Comment
  • The Supreme Court And Coal [View article]
    I agree that CLD is intriguing, but I think its too early still. I'm also concerned about a dynamic forming like in the airline industry where the newly bankrupt companies don't liquidate but instead go on to have a financial competitive advantage versus the companies that haven't yet, ultimately pushing them into bankruptcy. Any thoughts on this Paulo?
    Jun 30, 2015. 12:28 PM | 1 Like Like |Link to Comment
  • Looking Past Tesla Motors' China Hiccup [View article]
    Sounds like a plan.
    Jun 30, 2015. 12:07 PM | 2 Likes Like |Link to Comment
  • Durable Returns, Transient Returns [View article]
    one of your best articles! very funny!
    Jun 30, 2015. 12:03 PM | Likes Like |Link to Comment
  • China Equity Slump Is Positive For India [View article]
    There's no real long term relationship between market returns and GDP growth rates due to the role of expectations in valuations.
    Jun 30, 2015. 11:35 AM | Likes Like |Link to Comment
  • Tesla's Superior Business Model May Justify Tesla's Stock Price [View article]
    If easy money goes away or gas prices continue to decline, TSLA will probably go bankrupt.
    Jun 30, 2015. 11:31 AM | 9 Likes Like |Link to Comment
  • Hey, Apollo Education Group, We Don't Need No For-Profit Education [View article]
    Good title, good work.
    Jun 30, 2015. 11:11 AM | 1 Like Like |Link to Comment
  • ECB, Monetarism And A Greek Half Decade [View article]
    Another great article. Love the flowchart pic!
    Jun 30, 2015. 11:10 AM | Likes Like |Link to Comment
  • Apollo: For-Profit Education Giant Still Has Downside [View article]
    The current government obviously has made war on "for profit" education and I doubt things will improve until there is regime change.
    Jun 30, 2015. 09:34 AM | Likes Like |Link to Comment
  • Amazon's Shipping Strategy And Why It Must Work [View article]
    Gary, the true question is do customers prefer picking up their purchases at their doorstep IF they have to pay the actual cost of the delivery. That hasn't been proven yet, since AMZN hasn't proven they can deliver an appropriate return on capital with this business model that subsidizes shipping AND competes on price.
    Jun 28, 2015. 10:01 AM | 5 Likes Like |Link to Comment
  • Amazon's Shipping Strategy And Why It Must Work [View article]
    Plain - thanks for the link.
    Jun 28, 2015. 09:57 AM | Likes Like |Link to Comment
  • eBay Takes A Step In The Right Direction [View article]
    Good work Paulo.
    Jun 26, 2015. 06:32 PM | 1 Like Like |Link to Comment
  • Did Investors' Rejection Of HomeAway's Amended Equity Incentive Plan Go Unnoticed? [View article]
    You've outlined a very common problem within the tech industry, but one thing should be noted in regards to your FCF numbers. Much of the "FCF" these companies are able to generate is due to the accounting for the outsized SBC investors decry. If SBC was paid in cash and expensed instead of diluting shareholders with stock and option giveaways, much of the "FCF" would disappear entirely. CFO would be reduced two fold as 1) compensation expenses would obviously be higher, and 2) the company wouldn't receive cash from in the money options that are sold to employees/insiders.
    Thanks
    Jun 26, 2015. 01:28 PM | Likes Like |Link to Comment
  • Why I'm Now More Of A Buffett And Munger Type Investor [View article]
    Great stuff! Thanks
    Jun 26, 2015. 01:04 PM | 1 Like Like |Link to Comment
  • The Money Printers' M&A Ball - Where The Debt Zombies Go To Mate [View article]
    "In short, an entire decade ought to be more than ample time to prove up an investment now/cash flow latter proposition."

    This has been true in higher tech plays as well - Amazon, Salesforce and other "cloud" plays, Netflix, etc
    Jun 26, 2015. 01:00 PM | 1 Like Like |Link to Comment
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