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  • Some Caveats On Berkshire Hathaway [View article]
    What is the value of:
    Burlington northern
    precision castparts
    stake in heinz...burger King
    mid American
    gen re
    numerous other businesses wholly owned

    in comparison to the major stock holdings you mentioned?
    Oct 6, 2015. 09:34 AM | 4 Likes Like |Link to Comment
  • Not time to buy railroads, Barclays says in downgrading UNP, NSC [View news story]
    "The firm likes UNP's long-term potential, but says mix erosion and a management team focused on reducing cost point to less robust growth outcomes in the near-term drives its downgrade to Equal Weight from Overweight."

    This doesnt make any sense. I would be more worried if management was not focused on reducing costs. Rails need less employees anyway. Barclays likes UNP's long-term potential but has at equal weight? Outstanding businesses rarely sell on a discount and only sell on a discount if there is some uncertainty like there is now. Maybe it will get cheaper, who knows, but its hard for me to envision that to be the base case scenario.
    Oct 5, 2015. 11:26 PM | 2 Likes Like |Link to Comment
  • Union Pacific Is A Sell [View article]
    Out of the entire universe of stocks you choose to short UNP at 16 times earnings? Surely, you must be able to find something better.
    Oct 5, 2015. 07:18 PM | 4 Likes Like |Link to Comment
  • Why Microsoft Bought A Game Engine From Intel [View article]
    You suggestion that NVIDIA should be concerned does not make any sense. MSFT and NVIDIA are complementary businesses (except where they have used AMD in the XBOX one). To my point, MSFT just made a deal with NVIDA to combine AZURE with GRID. NVIDIA thrives off o the growth of the PC gaming industry, to which MSFT thrives as well.
    Oct 4, 2015. 06:50 PM | Likes Like |Link to Comment
  • Railroad Stocks Face 2 Significant Headwinds [View article]
    You should also mention a major secular tailwind which is the improved operating efficiency year after year and should continue. Given the pricing power railroads have, this should help margins and should help to offset any potential declines in volumes over the long term.

    Personally, I think the current multiples are pricing in weak volumes. I am a buyer of UNP at these levels and lower.
    Sep 29, 2015. 08:33 PM | 1 Like Like |Link to Comment
  • As more stocks act in lock-step, Goldman eyes outsized gains for select 25 [View news story]
    Just like when they put GMCR on their conviction buy list about 5% from its peak.
    Sep 21, 2015. 07:09 PM | 12 Likes Like |Link to Comment
  • Interactive Brokers Group And Global Deep Value Stocks [View article]
    I enjoyed the article, you gained a follower. Agreed with mostly everything except the pair trade with respect to shorting IBKR. I agree that it is overvalued but I see it as a potentially dangerous short. They have a good business and it is scalable. Sometimes a business can be perceived as easy to copy but it isn't, for whatever reason. Take GEICO's beginnings for example, which I am guessing you are familiar with. I suspect IBKR is a very efficiently run brokerage. I have a rule never to short a good business regardless of the price, just as I never buy a bad business regardless of the price.
    Sep 14, 2015. 09:01 AM | Likes Like |Link to Comment
  • Reviewing Railroads: An Exceptional Investment Past [View article]
    the share price declining faster than trailing 12. you may speculate why the market has done that but sometimes the
    market is irrational. dont be a servant to the market let the market serve you
    Aug 27, 2015. 07:47 PM | 2 Likes Like |Link to Comment
  • Why salesforce May Fall From Here [View article]
    "CRM acknowledged talking to Microsoft (NASDAQ:MSFT) about an acquisition earlier this year at $55 billion"

    When and who acknowledged this? No one but anonymous sources. What does that even mean? Beniof called up Nadella and asked if he wanted the company for $55 billion? You write about it as though it was a hard fact.

    It would be wise to maintain a healthy skepticism to these rumors because there are enormous incentives to spread them in the first place. There is a lot of money at stake.
    Aug 22, 2015. 04:09 PM | 5 Likes Like |Link to Comment
  • salesforce: The Investor's (Speculator's) Coin Toss [View article]
    Only when the tide goes out do you discover who's been swimming naked.
    Aug 22, 2015. 12:39 AM | 6 Likes Like |Link to Comment
  • iRobot Continues To Gain Steam [View article]
    The CTOs departure is concerning considering he has not been at the company for long and sold evolution robotics to IRBT. Probably some buyer's remorse and/or issues with the emerging tech which the CTO was in charge of. Its telling me there is some problem under the hood of this company right now.

    You say there is "hype" surrounding AVA500 but I dont see much hype at all. It has been a while now. It seems the pricing and set up costs may be the issue.

    The one important strength you forgot to mention is the Balance Sheet and net cash position. However, that brings me to another point. The company made several share repurchase authorizations but barely bought back any stock.

    I have been a shareholder in the past but I am a bit disappointed with the lack of progress on other robotic fronts. I had originally thought that they would have a lower cost ava500 by now.

    The company has not been able to show me that it can grow its EPS or that it can capitalize on new products. I made some good money on the stock but I would need a lower multiple before buying back again considering other investment options out there with wider economic moats and an overall market that appears pricey.
    Aug 11, 2015. 08:17 PM | 6 Likes Like |Link to Comment
  • Why Take-Two's Digital Sales Should Concern You [View article]
    This is a very weak analysis and not accounting for the lumpyness in digital sales that TTWO will experience relative to EA or ATVI simply due to a wider portfolio of titles which would even out digital sales metrics. What happens to the figure when TTWO releases a significant paid DLC for GTA5? Why not add 2013 and 2012? What will that trend show you?
    Aug 11, 2015. 05:14 PM | 4 Likes Like |Link to Comment
  • Who Is On Your Side In Ally Financial? [View article]
    No. They are in the process of buying back their preferred shares. After that my guess is they may pay down some debt.
    Jun 28, 2015. 09:55 AM | Likes Like |Link to Comment
  • AMD Update: What's New, And What Is Not [View article]
    Raw performance is not enough.

    AMD has a reputation of worse driver support among many gamers.

    Nvidia does not help their predicament by getting more involved in the development process and adding bells and whistles such as gameworks.

    I think this a very difficult image to overcome and the main reason why I think that nvidia has such a dominant market share and people using nvidia will stay loyal. People will want to buy the PC that will have the least amount of issues.
    Jun 20, 2015. 04:03 PM | 1 Like Like |Link to Comment
  • Tesla CFO Ahuja retiring; Model X deliveries in 3-4 months [View news story]
    There is no comparison. All those companies were making tons of money and had huge, enduring margins. (aside from the rough patch that apple had when Jobs left the company)
    Jun 10, 2015. 07:43 AM | 5 Likes Like |Link to Comment