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jbonefish

jbonefish
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  • The Next Few Quarters Could Be Tough For Lindsay [View article]
    if I remember commentary from the earnings call correctly they stated that at some point the drought is so bad that customers basically give up trying to irrigate. Sort of like dry conditions are good for business, drought is great for business but there is a step function drop where historical drought leads to people packing it in and waiting for it to end before worrying about growing anything.
    Mar 24, 2015. 10:54 PM | Likes Like |Link to Comment
  • CES: Who Wins From The Internet Of Things? [View article]
    ADT uses a phone line - i had to include 'phone' in my Fios package just bc of the secority system.
    Jan 8, 2015. 11:56 PM | Likes Like |Link to Comment
  • Amazon: Yes, Things Can Get Much Worse [View article]
    I doubt AMZN is looking to duplicate the Sears strategy as it ....er, wasn't successful
    Oct 27, 2014. 09:19 PM | 1 Like Like |Link to Comment
  • Amazon: Yes, Things Can Get Much Worse [View article]
    It sounds good (using RSH as pick up depots) but they would have to determine where the bulk of RSH stores are (are the stores in places where people would already be able to buy stuff like malls and strip malls? if so then why bother with AMZN if you are already going to have to make a trip) and what incremental revenue those stores might facilitate versus the cost of leases - the labor would be negligible IMHO (personally, I wouldn't order more from AMZN just to have to go pick it up but others may behave differently). The Radio Shack idea sounds good until you look at it through the lens of allocating precious capital and what benefits it really brings.
    Oct 27, 2014. 09:17 PM | 2 Likes Like |Link to Comment
  • India Remains A Dream For Disney: Not A Reality [View article]
    2 points - first, I struggle to see your logic that succeeding with an elite demographic with discretionary income isn't succeeding at all (um, AAPL, JWN, etc.). Second, Disney has so much intellectual capital and the resources to adapt it to be more authentic in the local market in addition to developing original, india-focused content. DIS has the luxury of thinking in decades when it comes to globalizing the brand.

    I do appreciate the insight as well as recognize the risk that UTV mgmt leaving poses. Ultimately, that is a realtively small test that may of the brand that may fail but DIS will be much the wiser and learn from it. When they figure out the formula, even if fragmented, they have shown that they can monetize it in a big way ... just a matter of time.
    Sep 25, 2014. 08:57 PM | Likes Like |Link to Comment
  • Automatic Data Processing: The Spin-Off And Why I Disagree With Moody's [View article]
    agreed - Dealer simply doesn't fit in with the brand of being Human Capital Mgmt expert. Also, as you mentioned, what Dealer actually does isn't that cyclical (e.g. driven by # of cars consumers purchase).
    Sep 16, 2014. 10:35 PM | Likes Like |Link to Comment
  • Book Review: Business Adventures [View article]
    Thanks for the informative review. I just bought the book last night (at a Barnes & Noble no less) and am looking forward to reading it. The structure seems reminiscent of the Michael Lewis compilation of stories around different market crashes called "Panic: The Story of Modern Financial Insanity". That book was very interesting too as you look back and shake your head at how market participants make the same mistakes over and over through history.
    Sep 6, 2014. 07:55 AM | Likes Like |Link to Comment
  • Sluggish Collections As PRA Group Begins A New Era [View article]
    Nice article and helpful explanation of the opportunity as well as uncertainties. Thank you!
    Aug 21, 2014. 09:59 PM | Likes Like |Link to Comment
  • My Top 10 Stock Valuation Ratios And How To Use Them [View article]
    Magnificently useful and clearly explained ... to the point and without bias - just instruction and explanation. I'm very glad I came across this article - nice job!
    May 26, 2014. 10:20 PM | 2 Likes Like |Link to Comment
  • Places To Hide When It All Goes Down [View article]
    Good point - Walmart appears to be different than the other blue chips the author offers. For example, comparing end of 2008 vs. end of 2013:

    P/S: then = 6.55 now = 6.05
    Op Margin: then = 5.9% now = 5.6%
    May 14, 2014. 01:06 PM | Likes Like |Link to Comment
  • Ubiquiti dives due to inventory concerns, Americas sales [View news story]
    bugs? please elaborate
    May 10, 2014. 11:12 PM | Likes Like |Link to Comment
  • One New Reason To Ignore The BLS Jobs Report [View article]
    I think they still have those metrics (assuming by "true unemployment" you mean underemployment) they just aren't reported (and never were)
    May 3, 2014. 12:53 PM | 1 Like Like |Link to Comment
  • The 5 Reasons Apple's Earnings Report Was Huge [View article]
    good summary ... the graph of shares vs. price is misleading as the range of the y-axis for shares outstanding is ~7% while the range for share price is ~90%. It would tell a more accurate story having the scales the same so you could see the actual relationship.
    Apr 24, 2014. 07:57 AM | 3 Likes Like |Link to Comment
  • Zillow: Playing Roulette In Online Real Estate [View article]
    just thinking out loud but the only wy the Zestimate could harm a homeowner is if it was incorrect and the marketplace took it for fair value. However, the only way the marketplace would accept the Zestimate for fair value would be if there was confidence in its accuracy.

    Either everyone knows the Zestimates are inaccurate so they don't matter or everyone accepts that they are for the most part accurate .... can't have it that they are inaccurate but accepted as accurate so do harm unless the hypothesis is that this is reality and someday will become common knowledge.
    Apr 9, 2014. 11:00 PM | 1 Like Like |Link to Comment
  • Markel: A Compounding Machine At A Cheap Price [View article]
    Excellent and well laid out article - thank you! I have a small position in MKL and scratch my head at how it remains seemingly unknown.
    Apr 5, 2014. 07:43 AM | Likes Like |Link to Comment
COMMENTS STATS
59 Comments
45 Likes