Thursday, January 16, 2014

The 'Facebook Bubble' Bubble

A tug of war is taking place between Facebook (FB) bulls and bears. It is playing out in the blogosphere and financial news outlets. Facebook has passionate longs and shorts as can be expected with a stock that has increased to the degree it has over the past year. Those who are short Facebook are clinging to two particular themes that warrant contemplation since the hopes and livelihood of short-sellers are resting heavily upon them:

1. "Facebook is in a bubble." Those who try to convince us that Facebook is a bubble offer... (CLICK HERE to Continue)

Friday, December 20, 2013

Obama's Gay Olympians vs. Putin

I'm a fan of Glenn Beck but found myself taking issue with Glenn, Pat & Stu's position. It seems they compared sending Jesse Owens to Germany to Obama sending homosexual Billie Jean King... (continued / video comment
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Comcast Management CHOOSES to Destroy the Company through Subscriber Attrition

A thought provoking Marketwatch article regarding the growing trend of cable "cord cutting" demonstrates the need for a shakeup in the cable television industry.  The industry is being run into the ground by old guard gatekeepers.   It is becoming a case study of what not to do when faced with competition from visionaries with new technologies and business models.
Comcast CEO Brian L. Roberts is best thing that ever happened to $NFLX shareholders.  Listen Comcast shareholders:  Despite CMCSA sitting near 52 week highs, that is abysmal compared to what the market cap SHOULD be and WOULD be if the company was run for the benefit of consumers AND shareholders alike.  
NETFLIX is an example of a media company run according to the desires of its customers and owners.
 
$NFLX's Hastings exposes the utter incompetence & arrogance of $CMCSA management. Netflix owes its great success and continued existence to Roberts and Comcast.  If Comcast was run by management who ran the company according to the dictates of the market, Netflix would be out of business or at best a minor niche player offering redundant services.  Comcast is an example of a MONOPOLY that is going to be taken down -without- antitrust suits waged by the Justice Department because the monopoly is run by leadership that is in effect holding shareholder assets HOSTAGE. 

Roberts epitomizes the "old guard", a gatekeeper whose agenda is to control what you watch.  OUST Roberts and you will double the market cap. 

CEO Roberts FORCES customers to pay for trashy channels like M-TV 1,2,3,4... VH-1 Bravo, Al Jazeera and; other raw sewage but REFUSES to give us channels that millions want and repeatedly request like The Blaze TV as one example.   Many of the trash networks like the aforementioned wouldn't even EXIST if Comcast didn't FORCE them on subscribers in their basic package because they wouldn't garner the requisite funds to produce their poison if the majority were not forced to pay for their network ala Roberts.  Netflix knows what you want and gives you WHAT YOU WANT.  What you want (by evidence of incessant "chord cutting" is ala carte.  Instead of "ala carte", Comcast delivers "ala Roberts".  That's the key to their downward spiral.
In my past writings, some have written to me saying, "if you don't like Comcast, you don't have to subscribe… nobody is holding a gun to your head."  I wish it was that simple.  I am working on getting my master homeowner's association, representing hundreds of homes to drop the contract they negotiated with Comcast.  As it stands now, I have no choice but to pay for the Comcast trash because it is incorporated into my dues. 
I have listened to customers complain about this juggernaut for decades.  Boycotts do not work because as Roberts and CMCSA management has demonstrated; they have no compunction about running the company's assets into the ground as if they were their own to abuse as they please.  The only way to quell the ongoing sabotage and exodus of customers to Netflix - is for shareholders to start making demands.  It is time for the SHAREHOLDERS to start standing up for their investment.  Shake up the Board of Directors, remove management - or divest. 

Comcast employing compulsive liars like Al Sharpton and Martin Bashir (who was relectantly let go by resignation) at MSNBC demonstrates CEO Robert's disregard for $CMCSA shareholders & THEIR company's assets.
As I recently tweeted directly to Obama’s golfing partner and financial "bundler" Mr. Roberts, “if you want to use Comcast assets to advance your PERSONAL agenda over shareholders, take the damned company private.”

Unless shareholders go on the offense, expect to continually read articles about cord cutting and continue to expect subscribership to migrate to alternative services like Netflix.

Sunday, December 1, 2013

Why Almost Free May Be Better Than Free In Consumer Reviews

Having been early to the party of Angie's List (ANGI) short sellers, I would be remiss not to update readers to the fact that I changed my outlook for the company.

In my columns spanning over the course of a year, my issues with Angie's List were not so much with its... (CLICK HERE to continue)

Wednesday, September 11, 2013

An Industry Facebook Is Poised to Revolutionize

The best way for Facebook (FB) to continue to monetize is by expanding into areas that fit naturally with the company's strengths. Facebook has the opportunity to create a new revenue stream by aggressively attacking an enormous segment dominated by old-media... (Click Here to continue...)

Wednesday, August 28, 2013

The Next Quantum Leap: 3-D 'Teleporting'

The technological revolution may never end but it does pause from time to time. If investors are expecting the kind of returns that Apple achieved from 2007-2012, they are probably going to have to look elsewhere as smartphones and tablets are nearly commoditized. Apple (AAPL) and Google (GOOG) should provide more successful products but that does not mean they will have an impact to the degree the iPhone and Android had on the lives of consumers and the economy.

As when chips and desktops became commoditized after the tech bubble of the 90s, it may take a quantum leap in technology to ignite... (Click Here to continue)

Friday, August 23, 2013

Yelp Is To Angie's List What Facebook Was To Classmates.com

Once upon a time when the Internet was new, a chat room on AOL would have been the closest thing to "Social Media". Then suddenly there came a promising website called classmates.com. The web domain was user friendly, easy to remember and made it clear what the visitor should expect.

Over a period of years from the late 1990s into the middle 2000s, Classmates grew at a steady pace. It got to a point where one could find many of their old friends on there. The members were easily in the millions, if not tens of millions and they were getting close to achieving the state of "critical mass" important for a company to obtain web dominance.

Everything seemed to be going well and the future looked favorable for Classmates. But in the background... (Click Here to continue)