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Mitch Zeitz

Mitch Zeitz
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  • Is It Time To Buy Workday Shares? [View article]
    Looks like your churn rate and customer lifetime number are very optimistic, resulting in high lifetime value and thus high return.
    Aug 28 12:58 PM | 1 Like Like |Link to Comment
  • AttendingĀ The Exits, Part 3 [View article]
    Great series of articles by author. Thanks for your hard work on this overlooked issue.
    Aug 28 12:10 PM | 2 Likes Like |Link to Comment
  • Target Wants To Be Amazon, But With A Showroom [View article]
    Anyone know if they said how they will ship from store? Will they use their own transport fleet, UPS, etc?
    Aug 28 11:30 AM | Likes Like |Link to Comment
  • Has High Growth Potential: Initiating A $58 Price Target [View article]
    J Woods - great comments on CRM!
    Aug 28 10:38 AM | Likes Like |Link to Comment
  • Has High Growth Potential: Initiating A $58 Price Target [View article]
    "My opinion on this topic will not change, and I have plenty of success under my belt to distinguish between a poor growth story, and a good one."

    Like Lululemon? Just remember, everyone's a genius in a bull market.
    Aug 28 10:37 AM | 2 Likes Like |Link to Comment
  • How NOT To Report On Demographics: Millennials Blamed For Taking Down McDonald's [View article]
    Judging by the more severe decline in SSS in APMEA, there must be a lot more millenials there ;)
    Aug 27 11:39 AM | Likes Like |Link to Comment
  • Books-A-Million Still Struggling... And It's Getting Worse [View article]
    Well thought out post and analysis. Completely agree. At this point BAMM doesn't meet any real consumer need and can't get a return on its cost of capital.
    Aug 26 11:09 AM | Likes Like |Link to Comment
  • Amazon: It Gets Weirder And Weirder [View article]
    Sometime next month we should get new headlines that Amazon is looking at the use of drones for delivery... too soon to recycle?
    Aug 26 09:40 AM | 5 Likes Like |Link to Comment
  • Outlook Choppy For Staples [View article]
    For the author's information, Office Depot has completed its merger with Office Max and they are decreasing store count which should help Staples.
    Aug 26 09:14 AM | 1 Like Like |Link to Comment
  • Weyerhaeuser Taking Steps To Improve Margins [View article]
    Thanks all for the replies
    Aug 26 08:41 AM | Likes Like |Link to Comment
  • McDonald's Version Of Gone In 60 Seconds May Just Be What The Doctor Ordered [View article]
    I've always found their drive through service quick and professional, especially compared to other fast food chains. I think much of this idea that they are slow is media bs, and without any comparison to competitors. I do agree though that their menu is too complex.
    Aug 25 05:08 PM | 1 Like Like |Link to Comment
  • Lofty Valuation And Substantial Stock Based Compensation Bode Poorly For Workday [View article]
    Agree with author, but in comparison of prior acquisitions it should be noted that SuccessFactors was quite profitable when it was sold at 10X sales. Also, acquisition prices are not necessarily the best comps, because they are often the winners in this grand game, sold at the top of markets and for top prices. So 10X sales might turn out to be quite generous as a comp. I'd be interested to know Taleo's profitability at time of sale...
    Aug 25 05:01 PM | Likes Like |Link to Comment
  • Amazon Wins The Race To Live Streaming TV, Expect Big Things [View article]
    This sounds like a very good move for Amazon. Still the stock is overpriced.
    Aug 25 04:53 PM | Likes Like |Link to Comment
  • Weyerhaeuser Taking Steps To Improve Margins [View article]
    What does the author think about WY vs PCH?
    Aug 24 10:03 AM | Likes Like |Link to Comment
  • Profit Outlook Remains Cloudy [View article]
    Great analysis imo of big picture with SaaS and probable "end game" scenario.

    One thing left out of discussion however is role of acquisitions in CRM's growth. With larger, more well-funded competitors like MSFT, Oracle, and SAP moving into cloud trying to play catch up, there has been some hefty acquisition prices for smaller companies. While on the face of it this would seem to favor CRM's valuation, I think in fact it will be its undoing for the following reasons. I doubt a mega-ego like Benioff would ever be willing to sell the company and lose his platform for the spotlight, therefore in order to compete, he will end up in a bidding war for many of these smaller tuck-ins with the big guys. And history has shown one thing, Benioff is more than willing to pay up to build his empire! One bad, overpriced acquisition could easily cost investors, 10 or 15 years worth of future profits. This will guarantee low ROI for investors. Couple this with a heavy reliance on an inflated stock price for compensation, you've got a recipe for massive dilution if things don't play out perfectly for the company.
    Aug 23 10:50 AM | 1 Like Like |Link to Comment