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Mitch Zeitz

Mitch Zeitz
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  • Please, Not Another IMF... [View article]
    Great post with incisive analysis. One other irony, is that these very countries setting up the alternative IMF are more likely bailout recipients in the future than creditors.
    Apr 18 11:46 AM | Likes Like |Link to Comment
  • Chipotle Mexican Grill Is Anything But Overvalued [View article]
    learning how to spell is also cool
    Apr 18 10:05 AM | Likes Like |Link to Comment
  • Consumer Confidence Implodes In Japan [View article]
    Central banks keep telling us inflation is good, but what they are really hoping for is decreased real debt loads and decreased real cost of labor in order to cut unemployment. Unfortunately, real wages are actually flat to declining in the US, so naturally consumers don't see the benefits of a rising real cost of living. As usual central planners and academics are trying to engineer a better world at great eventual cost to the rest of us.
    Apr 17 06:25 PM | 3 Likes Like |Link to Comment
  • Why Apple And Amazon Are No Threat To Netflix, Stock Will Regain $400 [View article]
    Free cash flow has been negative to miniscule since streaming has become the strategic focus. When does the author feel the company will be able to deliver FCF of $1 billion which would give them roughly a 20X P/FCF valuation? 5 or 10 years from now? Any guess?
    Apr 17 06:19 PM | 1 Like Like |Link to Comment
  • Real Retail Sales Per Capita: Another Perspective On The Economy [View article]
    Doug thanks for this excellent work. You consistently put out the best economic analysis in a concise manner on SA.
    Apr 16 12:18 PM | Likes Like |Link to Comment
  • Intel's Mobile Revenue Plummets [View article]
    Thanks for the analysis.
    Apr 16 12:06 PM | 3 Likes Like |Link to Comment
  • When Will The Tegra Opportunity Materialize? An Outlook On 2014 And Beyond [View article]
    very informative, thx
    Apr 16 11:29 AM | Likes Like |Link to Comment
  • Why Chipotle Will Sizzle To $600 [View article]
    trees don't grow to the sky, but this one will need to in order to avoid a big haircut
    Apr 16 11:25 AM | 1 Like Like |Link to Comment
  • Monster Worldwide: Past The Bottom, With Inflection Point In Sight [View article]
    Agree with the analysis in general. Still don't think management has had sense of urgency in turnaround.
    Apr 15 03:18 PM | Likes Like |Link to Comment
  • Investment Implications Of The Trash Crash: Don't Panic, Don't Kid Yourself, Be Disciplined [View article]
    Thanks for a great read and excellent analysis of market.
    Apr 15 03:09 PM | Likes Like |Link to Comment
  • Seasonal Adjustment And Springtime Inflation [View article]
    Thanks for explaining the seasonal adjustment clearly and rationally.
    Apr 15 01:18 PM | Likes Like |Link to Comment
  • Listening To The Canary [View article]
    Love this post! I really enjoyed the RAF bomber/jammer metaphor and agree that its appropriate. Strong analysis.
    Apr 15 01:14 PM | Likes Like |Link to Comment
  • The Downside Risks For The Indian Rupee [View article]
    thanks for the review of excellent info.
    Apr 15 01:07 PM | Likes Like |Link to Comment
  • Amazon Smartphone A Positive Catalyst For The Stock [View article]
    It will be too little, too late to the market and eventually another loss leader for other low margin sales. I predict even less success than the Kindle Fire line.
    Apr 14 01:51 PM | 2 Likes Like |Link to Comment
  • A Phone Could Be A Catastrophe For Amazon [View article]
    I completely agree with the author's analysis and can only see some value as wandonye points out in gathering more information from customers in a location based way. However, unless they are willing to lose a lot more money from it by selling way below cost, I see uptake as very low, so predict it will be a failure financially (unless you count increasingly unprofitable revenue growth as the goal).
    Apr 14 11:22 AM | 3 Likes Like |Link to Comment