dkrich

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391.
by dkrich 10y ago
I think your last link for Traction is incorrect.
392.
by dkrich 10y ago
Neither does Snapchat, but I don't see how that changes the argument anyway. If Facebook greater serves its users needs, then that brings in more users who spend more time on its network of apps which greater serves its paying customer
393.
by dkrich 10y ago
Why not? At the risk of sounding like a hand-wringing capitalist, at the end of the day, isn't the purpose of a business to charge money in exchange for providing a good or service that is useful to a customer? If Starbucks can greater
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by dkrich 10y ago
I see a couple of problems with these arguments. First, the assumption that market capitalization is more important for weighting a market index than share price. I'd argue that if your goal is to measure the health of the overall stoc
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by dkrich 10y ago
The same reason somebody who sells a house or a car or anything that involves negotiating should be at an advantage if they are a better negotiator. It's a fundamental part of a free market. Should the government make sure you don&#x27
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by dkrich 10y ago
This is the #1 rule I always tell people who are interviewing for a new job. Never tell a potential employer your past job salary, especially so if you are unhappy with that salary. When my girlfriend was interviewing for a new job two year
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by dkrich 10y ago
Of course. But your original point was that the only thing to consider is future growth potential and because only Tesla has room to grow that it is a better investment than Ford. My point was that regardless of growth prospects, a company
398.
by dkrich 10y ago
The problem with this analysis is that it ignores current valuation. What if somebody offered to sell you 1,000 shares of ford right now for $1 each? Would you buy? Of course you would because you know that the value of one share is much hi
399.
by dkrich 10y ago
That all sounds good in theory, but where are the numbers to back it up? Apple was making billions in profit on the iPhone at launch. Tesla has never made a profit and sold 70k vehicles last year. Companies like Ford and GM have huge number
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by dkrich 10y ago
I don't understand this argument. Tesla is currently trading at a higher valuation than Ford. Ford has saturated the North American market. Tesla could eventually grow to saturate the North American market but is just a fledgling auto
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by dkrich 10y ago
I view them both very similarly- both are very well-run with great leadership teams and produce great products at nice margins. I personally like Ford a bit more because I think the valuation at the current price is a little better and beca
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by dkrich 10y ago
I don't really like the analogy for several reasons, but what's wrong with IBM? Have you looked at their share price over the past 12 months? As of today, IBM is trading at around $164 billion market cap and paying out a dividend
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by dkrich 10y ago
Dealerships aren't company owned. Ford sells cars to independent dealers who mark them up and sell them to the consumer.
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by dkrich 10y ago
What is this based on? Ford has had record profits over the past few years and has continually improved their vehicles and manufacturing processes, including remaking two assembly plants to make aluminum body F 150s. They also invested a bi
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by dkrich 10y ago
This is my take as well and I actually have the largest percentage of my stock portfolio invested in them (also have a decent % in GM). Ford makes huge profits and sells hundreds of thousands of vehicles a year, including the F150, which is
406.
by dkrich 10y ago
I don't necessarily think that's the case. Amazon did make more from AWS than their ecommerce business last quarter, but it wasn't a lot more (less than a billion in profit). They will face as much or more competition in this
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by dkrich 10y ago
Right, but free cash flow is one of the most common areas of a balance sheet to use deceptive accounting to show huge numbers. Amazon is notorious for this, actually, particularly with their widespread use of capital leases. A big reason th
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by dkrich 10y ago
The difference to me is the valuation- during previous downturns they weren't trading at a $400 billion market cap. I think a lot of people assume that because they're amazon that they'll crack the last mile delivery problem,
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by dkrich 10y ago
I know that I'll get skewered for this, but here goes: recently I've convinced myself we are on the verge of a very serious Amazon stock correction. Just today I saw three separate articles (without seeking them out) giving umptee
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Amazon Puts Its Cashier-Less Grocery Concept on Hold(fool.com)
1 points by dkrich 10y ago|0 comments
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by dkrich 10y ago
Isn't the time to short a stock when there is too much positive sentiment? I would never short stocks because I don't believe in timing the market, but if I were to, I wouldn't seek out stocks with overall negative sentiment
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by dkrich 10y ago
For me a tech company is any company that uses the development of technology as a competitive advantage. So then is Ford a tech company? If not, then I'd be interested to hear why not, based on that criteria. Their cars are technolog
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by dkrich 10y ago
Question on this- does Google penalize you even if you run a network of actual, honest to goodness quality content sites that link together (think Wirecutter linking to Sweet Home) or is this specifically if you are making crappy, temporary
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by dkrich 10y ago
They wouldn't. That's the point. You shouldn't be able to borrow $150k+ without some collateral or a 20% down payment. I believe that if this happened, you'd see tuition rates plummet. But it won't until some catast
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by dkrich 10y ago
And if guarantees for the loan companies are removed and the inability to free yourself from it in bankruptcy. Essentially move the 100% of the risk that borrowers currently have and move a nice portion of it to the lenders so they both bea
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by dkrich 10y ago
This seems to be based on some misinformation. Tuition only covers a small portion of a university's costs. The rest is made up by endowments, grants, donations, and other sources. People have been going to college in this country for
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by dkrich 10y ago
I disagree. While there are some searchers who are curious about the subtleties of the differences between the speed of sound through various mediums and at different altitude levels, most people searching for that basic question are satisf
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by dkrich 10y ago
The problem, IMO, is introduced when Google tries to provide definitive answers for questions that don't have definitive answers. To be sure, there are lots of questions that have definitive answers that would correctly satisfy 99% of
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by dkrich 10y ago
Keep in mind though, that lots of technical book sales are made to employees of companies that may give them an annual budget for such things, or might just require a quick "Yeah, sure go ahead and expense it" type of approval. I
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by dkrich 10y ago
I don't think it can be turned around in the sense that it can be made into a profitable business. I think of Twitter the same way I think of highways. It fulfills a huge market demand that the market isn't willing to pay for itse

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