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  • The Long Case for ThinkorSwim Group [View article]
    Mephistopholes,
    Thanks for the clarification of your position... I think.
    I'll have to think about it because your angle is about the most unique I've heard in awhile.
    I'm fully aware of the bear case based on calling for Lee and Ida's heads on a pike and to tar and feather Deferred accounting and much of the BOD.
    And most people call for the abolition of the Education alltogether, using the shady feel of the infomercial as an achiles heel and the recent SEC inquiry as proof positive that it is poison...
    But you seem to actually want to go back to a focus on the investor education? Yes? No?

    Seems to me the basic stocks and options educated got what they paid for and need no further hand holding-- I mean, those courses are, well, "basic". They get a Covered call teaser but that's about it. Any further pursuits would put them squarely in options country, and right into the TOS wheelhouse. So how are these 275K students abandoned?

    Believe me, I have some problems with Lee and the way he has communicated by "res Ipsa Loquitor" which is great if you are Hunter S. Thompson but not when the Big Institutional money wants a simple digestable story fed to them-- not an arrogant "You boys will come around someday" approach.
    And Deferred accounting, the darling stepchild of Ida Kane should be choked to death (Deferred Acctg-- NOT Ida!) which will bring much bigger coverage.

    Other than those issues, the stock and business model look about as perfect as you can get. At least to me.

    Again, thanks for your thoughtful response and some clarification. At worst you've given me some new angles to analyze and ponder.

    Best,
    Sol
    Jun 11 22:36 pm |Rating: 0 0
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