Seeking Alpha

pluteski

pluteski
Send Message
View as an RSS Feed
View pluteski's Comments BY TICKER:
Latest  |  Highest rated
  • Warren Buffett's Berkshire Hathaway Portfolio: A Free Cash Flow Analysis [View article]
    Expert analysis and excellent discussion. Thanks to OP and commentators.
    Jan 1, 2015. 06:12 PM | 1 Like Like |Link to Comment
  • Apple Analysis Part II: CapFlow, FROIC And Free Cash Flow Yield [View article]
    @Mycroft, thanks for the excellent article. It was very enlightening to apply this across my portfolio.

    What do you think of using enterprise value per share instead of market cap per share in the denominator ? By my calculation that would make NOV go over the 10% threshold. Makes a big difference for F too.

    On the other hand, being that AAPL enterprise value is only a couple percent higher than market cap that has hardly any effect on Apple's FCF yield.
    Dec 30, 2014. 09:03 PM | Likes Like |Link to Comment
  • Should People Listen To John Hussman's Forecasts? [View article]
    @jerbear another favorite pearl "I try to buy stock in businesses that are so wonderful that an idiot can run them. Because sooner or later, one will."
    Nov 10, 2014. 09:58 PM | Likes Like |Link to Comment
  • Apple Will Collect Fees On Apple Payments, Back Of The Napkin: Could Add Billions To Bottom Line [View article]
    "allows payments without revealing credit card numbers to merchants."

    Good point.
    Sep 13, 2014. 05:51 AM | Likes Like |Link to Comment
  • Apple Watch: Disruptive, Profitable, And Yes, The Next Big Thing [View article]
    Isn't Apple pay the killer app for Apple watch? Having to pull your phone out of your hip, not much more difficult than reaching for the wallet. Also, hands-free operation, while driving, carrying baby etc.

    So long as it isn't as annoying as the android smart watches are, with all their notifications. In their case, they are just yet another even smaller screen competing for attention. UI and UX critical , Along with battery.
    Sep 9, 2014. 11:25 PM | 1 Like Like |Link to Comment
  • Apple Watch: Disruptive, Profitable, And Yes, The Next Big Thing [View article]
    It will be interesting to see how functional it is when it is out of range of the phone. Not such a problem when you're biking or hiking, but running or swimming, yeah
    Sep 9, 2014. 11:24 PM | Likes Like |Link to Comment
  • Apple Watch: Disruptive, Profitable, And Yes, The Next Big Thing [View article]
    As an investor you have to think about the psychology of the market.

    When the iPod first came out, if you were into music, it was a big deal. Everyone else, Meh.

    If you're into fitness tracking, which are growing number of people are, this is actually cost-effective. I postponed the purchase of a fitness band, sleep Monitor, and a bicycle computer, cost of which would exceed this.

    If you've grown tired of having to pull your wallet out for every transaction, or look forward to the day when you don't even have to take it along at all, then this is also compelling.

    Agree though that not only do they want to become a luxury company, they already are.
    Sep 9, 2014. 11:22 PM | 1 Like Like |Link to Comment
  • Apple Watch: Disruptive, Profitable, And Yes, The Next Big Thing [View article]
    When I purchased my first iPhone, it was a no-brainer cost wise, because it replaced my GPS, camera, voice recorder, maps, compass, iPod. This will again replace a couple of devices I'm already using and a couple of others that I was planning to buy.

    Just think of all those women with their huge purses, they can have The iPhone 6+ with that huge battery stuffed away, and rarely have to pull it out.
    Sep 9, 2014. 11:22 PM | Likes Like |Link to Comment
  • Apple Watch: Disruptive, Profitable, And Yes, The Next Big Thing [View article]
    Driving while texting... Sneaking a peak at your email in that boring meeting, glancing at your wrist rather than rudely bringing your conversation to a screeching halt by pulling the infernal device out of your hip pocket, these are compelling uses for a lot of people.
    Sep 9, 2014. 11:21 PM | Likes Like |Link to Comment
  • Apple Watch: Disruptive, Profitable, And Yes, The Next Big Thing [View article]
    Don't forget that many people will want it to allow hands-free access to maps, Siri, and messaging, while driving.

    In addition it provides access to Apple pay, without having to upgrade to iPhone six.
    Sep 9, 2014. 11:21 PM | Likes Like |Link to Comment
  • Imagining Apple's iWatch: Potential User Benefits - The Low-Hanging Fruit [View article]
    Advantage 3: Apple Pay. Advantage 4: hands free messaging, where texting while driving is illegal.
    Sep 9, 2014. 05:33 PM | Likes Like |Link to Comment
  • The Health App Is Intriguing For Apple, But Data Suggests It Won't Move The Needle [View article]
    I'd love to see an analysis of a smart headset. Makes sense given the beats acquisition. Would give a high-margin fashionable device that young people would wear, and two revenue streams: streaming music, and iCloud. ample room for plenty of battery life, storage, more discrete Siri operation through built-in microphone.
    Jun 27, 2014. 02:15 AM | Likes Like |Link to Comment
  • The Health App Is Intriguing For Apple, But Data Suggests It Won't Move The Needle [View article]
    I'd love to see an analysis of a smart headset. Makes sense given the beats acquisition. Would give a high-margin fashionable device that young people would wear, and two revenue streams: streaming music, and iCloud. ample room for plenty of battery life, storage, more discrete Siri operation through built-in microphone.
    Jun 27, 2014. 02:14 AM | Likes Like |Link to Comment
  • Apple's iWatch May Have A 37% Net Profit Margin [View article]
    Why so much interest around a watch, instead of a smart headset (cf. Beats acquisition) or even a line of fitness apparel (where they've been advertising heavily) ?

    A smart headset could be crammed with battery life, sensors and storage. With a builtin microphone and Siri it gives completely hands free operation. Even without the voice command I easily imagine simpler one-handed operation than a watch. All without competing for my attention via yet another and even smaller screen. Better yet it comes with its own recurring revenue stream.

    What am I missing here...
    Jun 25, 2014. 07:38 PM | Likes Like |Link to Comment
  • The Madness Of Netflix Investors [View article]
    Don't forget the additional $17 people pay Comcast for high definition digital content. As well as the fact that a single movie from Comcast on demand will cost you nearly as much as an entire month of all you can rent DVDs from Netflix.
    Nov 12, 2013. 03:06 AM | 1 Like Like |Link to Comment
COMMENTS STATS
22 Comments
5 Likes