Seeking Alpha


Send Message
View as an RSS Feed
View vmyev's Comments BY TICKER:
Latest  |  Highest rated
  • The first reviews for the Tesla (TSLA) Model S start to pour in, largely on the positive side. The electric vehicle boasts impressive acceleration, a smooth ride, and a massive infotainment system chock full of delights, according to the writers. With demand for the model uncertain, and its success seen as an all-or-nothing watershed moment for the company, early buzz on the car is viewed as critical. (Reviews: Engadget, Motor Trend, Wired, CNET[View news story]
    Our society moves forward as the result of competing technologies - EV, nat gas, hydrogen, new ICE innovations, nuclear, warp drive, whatever. Maybe one will emerge the clear leader, maybe not, but I believe we will all benefit in the long run from the competition, subsidized by government or not. One area that has received little attention is the weight of the vehicle. To take my 170 pound body to the grocery store, I need to surround myself with 1 1/2 tons of steel, rubber and plastic. Replacing steel in vehicles with graphite composites could improve gas mileage especially in cities, but suggesting we kill our steel and coal industries would probably not gain much support from the government!
    Jun 24, 2012. 08:02 AM | Likes Like |Link to Comment
  • If You Own This Tech Giant, Then It May Be Time To Sell [View article]
    I think the larger B&M stores like WalMart and Target will sharpen their pencils, beef up their on-line capabilities, and sell the advantages of buying local.

    Amazon's future growth is totally dependent on the on-line consumer, a really fickle and non-loyal SOB, like me! For stuff I buy regularly, I stick with brands I can trust and with a few clicks can get the best price. For instance, I just bought some creatine from Amazon for 2/3 of what WalMart charges. I don't think this bothers the WalMarts and Targets of the world, but as Amazon gets into physically larger items, things change. Sure, I can get free shipping and maybe no sales tax on a queen-size mattress or washing machine, but what happens if it breaks? Do I need to keep the shipping crate in my garage in case I have to send it back? What does a "20-year guarantee" on a mattress really mean, especially if you are ordering from a third-party supplier that you've never heard of? Thanks for the offer Amazon, but those kinds of things I will continue to buy locally.
    Jun 5, 2012. 01:36 AM | 1 Like Like |Link to Comment
  • Making Sense Of Amazon's Market Value [View article]
    "Wall Street loves Amazon and will use any model it can to justify its valuation."

    Yup, I believe that's the way it works. You can replace "Amazon" with CMG, PCLN, CRM or several other unique names. "Wall Street" consists of large trading houses, hedge funds, banks and their mouthpieces, the analysts, all of whom gain from higher prices. The more unique a company's business model is, the easier it is to invent some novel way of pumping up its share price. And we sheep go, yeah, sure, that makes sense - I'd better buy another 100. I wish I could remember some of the ridiculous metrics Wall Street came up with during the dotcom bubble to justify soaring prices of companies that had nothing more than an untested, unproven idea!

    I can't wait to see what Wall Street will come up with to pump up Facebook over the next couple of months - after all, FB's PE is only half of AMZN's!
    May 20, 2012. 12:22 PM | 1 Like Like |Link to Comment
  • Skeptical Of Amazon At These Levels [View article]
    Definitely a bizarre stock! I bought a few puts at the open yesterday expecting Friday's runup and the Microsoft announcement to pressure the stock. Instead, it's up over 2% on almost twice ADV! Near term call volume is way above put volume as well.

    Wtf! Any idea what's going on here? Obviously a lot of people think this is going to the moon!
    May 1, 2012. 03:33 AM | Likes Like |Link to Comment
  • 'One More Thing' About Apple [View article]
    Rocco - your article is a good reminder of how important it is for investors to keep emotions out of investing. In my younger days I had a sign on my desk, "Don't follow your dick into Hell!" The theme was a bit different, but the idea was the same - we create our own Hell and then we have to live in it.

    For fanboys and bashers who quote endless streams of numbers justifying their positions, I recommend three books that have helped my investing immensely:

    The Black Swan by Nassim Taleb
    The Crowd by Gustave Le Bon
    Cognitive Behavior Therapy for Dummies by Wilson and Branch

    ... all available as e-books from Amazon.

    CBT helps you look inside your head to better understand your behavior and belief systems. Since I have always had problems with "authority figures," I came to realize that Mr. Market was just another authority figure that I had to deal with. CBT has helped me stop over trading my account based on what I'm sure a stock "has" to do.

    I enjoy your articles a bunch!
    Apr 28, 2012. 02:40 PM | 1 Like Like |Link to Comment
  • Jobsian Reflection In Google's Glass [View article]
    I believe two major game-changers for mobile computing, and maybe computing in general, are user interfaces: voice recognition and displays. Voice recognition is well on its way and I would hope would be a major input option for all devices in the near future. As for displays, I've often wondered why each device we use has to have its own display. Displays add to the cost and size of the device, reduce battery life and are difficult to see in bright sunlight. Obviously a remote HD display would require a lot of bandwidth but low-res images like icons and text would work fine with today's technology. I think Glasses will take off and its offspring may well give device manufacturers a cheaper "non-display" option to sell.
    Apr 6, 2012. 05:01 AM | 1 Like Like |Link to Comment
  • The Lesson Some Investors Never Learn: Keep It Simple [View article]
    You forgot one very important element in trading large quantities of cheap options - commissions. I pay $10 + $1.75 per contract (certainly not the best deal I could get), so your 250 contracts would cost about $447 to buy AND sell. In your first example, you wouldn't even bother selling the 2.50 calls - just walk away for a total loss. In the second, your $1000 profit on the 2.50s would be eaten by $894 in commissions, reinforcing the logic behind buying the 2.00 calls.
    Feb 15, 2012. 06:26 AM | Likes Like |Link to Comment
  • Apple And The Difference Between Pinning And Open Interest Max Pain [View article]
    Good stuff Travis! I've been trading options for a long time, but this is something I know very little about. How can I learn more?
    Jan 2, 2012. 05:04 AM | 1 Like Like |Link to Comment
  • Searching for Gains With Yandex and Baidu [View article]
    I too am long YNDX and bought the stock after talking with a friend who works there. The company's future depends on attracting and keeping the best and brightest, and YNDX has concentrated on providing an all-inclusive work environment that encourages productivity by making it easy to work 24/7 when the employee wishes. He also mentioned that YNDX is very strong in Turkey and has targeted Turkish search as a key market.
    Aug 2, 2011. 08:23 AM | 1 Like Like |Link to Comment