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Greenpeas

Greenpeas
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  • Buy Sprint: A Turnaround Story [View article]
    Opportunities lie in uncertainty. The bigger the uncertainty the better the opportunity.
    Jul 3, 2012. 07:01 PM | 2 Likes Like |Link to Comment
  • Netflix: Major Recapitalization Or Bankruptcy In 2013 [View article]
    Vafer,
    I have yet to come across an analysis that doesn't have any inherent assumptions (or guesses if you'd like to use that word) and conclusion derived based on those assumptions. That's why it's called analysis. Please give JM some credit for doing his homework, at least he's laying out all his assumptions and asking you to agree/disagree with him.
    Feb 13, 2012. 01:27 PM | 3 Likes Like |Link to Comment
  • Netflix CEO Reed Hastings Responds to Whitney Tilson: Cover Your Short Position. Now. [View article]
    "When an $80 per month service is picking on an $8 per month service, the $8 per month service just gets more attention from consumers and grows even faster."

    Mr. Hastings you did the same by responding to Whitney Tilson. :)
    Dec 21, 2010. 04:18 PM | 2 Likes Like |Link to Comment
  • Apple vs. Amazon [View article]
    Read his Bottomline: it says short AMZN and "Buy" (and not sell) AAPL after 10% correction.
    Sep 27, 2010. 04:37 PM | Likes Like |Link to Comment
  • Netflix: This Stock's Story Is Over [View article]
    I found your article on Netflix very informative and thorough. Netflix seems to me more like a distribution company in an increasingly commodotized market. Won't pay 50x for it. Thank you for posting it.
    Sep 21, 2010. 12:37 PM | 8 Likes Like |Link to Comment
COMMENTS STATS
5 Comments
15 Likes