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  • Solid Student Body Growth At Traditional Campuses Is Key To Grand Canyon University's Success [View article]
    How valuable is a degree from this university? Say in comparison to a state university with modest admissions standards.
    Mar 13 04:03 PM | Likes Like |Link to Comment
  • Netflix Doubles Video Quality, Making 6Mbps SuperHD Streams Available To Everyone [View article]
    It is fascinating to read those that replied to my post. Instead of supporting their position that Netflix has quality streaming content, they resort to insults and put downs.
    Oct 7 06:28 AM | Likes Like |Link to Comment
  • Netflix Doubles Video Quality, Making 6Mbps SuperHD Streams Available To Everyone [View article]
    Video quality is secondary to content quality. Content is very poor on Netflix. I rather watch a good movie on a VCR tape than the stuff on Netflix streamed at high resolution. High video quality does not solve the problem of poor content quality.
    Oct 5 12:01 PM | Likes Like |Link to Comment
  • LinkedIn: A Bubble Stock That Keeps Getting Bubblier [View article]
    How could the headhunter industry be 300 billion or approximately 1.76% of GDP? Healthcare is about 18% and considered extremely high. Headhunting is approximately 1/10 of healthcare? No way can the headhunter industry be equal to approximately $1000 for every man woman and child in the country.
    Where did you get your information?
    Sep 11 01:45 AM | 5 Likes Like |Link to Comment
  • Even With Extreme EPS Growth, LinkedIn Is Still A Loser's Bet [View article]
    I don't have a problem with your math. But I think your logic is flawed.
    May 22 09:01 PM | 1 Like Like |Link to Comment
  • 5 Names With Something To Prove This Quarter [View article]
    If they exercise those options before the options expire, then they are choosing to get the money while the getting is good.
    May 21 10:20 PM | Likes Like |Link to Comment
  • Netflix's Fundamentals Supersede Valuation [View article]
    Hastings owns a lot of nflx stock options. That is as good as owning the shares.
    Oct 8 11:20 PM | Likes Like |Link to Comment
  • As Competition Grows, Netflix Looks Worse Than Ever [View article]
    At a 3 billion market cap, nflx is fairly valued. It will be profitable next year. The user interface of nflx is still the best. The dvd division is also much better than Blockbuster.
    Sep 28 04:33 PM | 1 Like Like |Link to Comment
  • Why Should You Buy Linkedin? [View article]
    "current pe is meaningless"

    You are over simplifying which is not a good trait for an analyst.
    Sep 22 03:35 PM | Likes Like |Link to Comment
  • The $100,000 Portfolio: A 65% Gain Year-to-Date [View article]
    This portfolio has outperformed all the top hedge funds. Good job.
    Sep 18 04:00 AM | Likes Like |Link to Comment
  • Accounting Shenanigans Explained [View article]
    I want to explain why adding back stock compensation to cashflow is proper accounting. What happens is compensation under gaap includes stock compensation; so the whole amount is subtracted from cash in the cashflow calculation. So to adjust for the fact that stock based compensation does not affect cash, it is being added back. So it is not exactly adding back cash, rather it is to adjust for the subtraction from cash; the final result being no impact on cash.
    Sep 12 12:59 AM | Likes Like |Link to Comment
  • Linkedin's Profit Growth Leaves Social Media Peers Trailing Behind [View article]
    If you own a company and I worked for you at a reduced salary but you give me a piece of your company. Do you think it is relevant that you have given me some shares?
    If I sell you a company for a price that cannot be allocated to assets because the price is so high. So that amount is called goodwill that needs to be amortized. Do you think it is relevant that you have paid a price for goodwill that now needs to be amortized?
    Sep 5 07:07 PM | Likes Like |Link to Comment
  • Netflix: Game Over [View article]
    Your stated that nflx has to pay its 5 billion content obligations with future earnings. That is incorrect. Content obligations are paid with future gross subscription income. When those obligations come due, nflx should have the resources to pay for them.
    Sep 5 10:23 AM | 2 Likes Like |Link to Comment
  • Apple (AAPL) has until tomorrow to outline which Samsung devices it wants to ban from being sold in the U.S. following the U.S. company's massive patent win. A hearing is provisionally set for Sept. 20. Following the verdict, Samsung (SSNLF.PK), might need to postpone introducing new devices so that it can make design changes. Meanwhile, the WSJ, Bloomberg (I,II) and Reuters provide accounts of jury's deliberations. [View news story]
    I thought the infringements are just design elements, not technology.
    Aug 26 09:27 PM | Likes Like |Link to Comment
  • Netflix Hits New 52 Week Low: What's Next? [View article]
    The window to change back to the old way has closed. It is too late to change back now. It is no longer productive to discuss the mistakes of 2011. Nflx is now commited to executing Hasting's vision.
    Insiders have been buying at higher prices. Hasting has not been selling. Also at a market cap of 3 billion, this brand is fairly priced.

    I am long.
    Aug 2 07:50 AM | Likes Like |Link to Comment