JaysRage’s Activity

Thu Jul 24

CAPS Outperform Pitch Reply

JaysRage commented on JaysRage's pitch for AAPL. 4:21 PM

China Mobile continues to show its value to the bottom line, as predicted. This quarter's earnings is good confirmation. Analysts have been slow to accept the value of that deal, but the continued bottom-line proof that China Mobile is a big deal has [more]

Tue Jun 3

Blog Comment

JaysRage commented on ikkyu2's blog post. 5:29 PM

Reminder

I guess it's possible, but from a technical perspective, I don't think it's a strong case.  Big numbers have a gravitational pull that is pretty strong.   This level is a bit of a breakout after trading in a channel

[more]

Fri May 30

Blog Comment

JaysRage commented on JaysRage's blog post. 4:04 PM

Beats is about Music Vision not Headphones

But Apple is just simply pulling from it's own Apple user ecosystem to get "new" users.  We're not really talking about real new users and your growth rates are extremely artificially inflated there.   As a

[more]

Blog Comment

JaysRage commented on JaysRage's blog post. 3:37 PM

Beats is about Music Vision not Headphones

Users are not subscriptions, though.   Pandora has 250 million users and that number is mostly worthless.   It's the subscriptions that drive the profitability.

The number that we're after here is the

[more]

Blog Comment

JaysRage commented on JaysRage's blog post. 3:20 PM

Beats is about Music Vision not Headphones

Beats is a really strong play here.

The Beats subscription adoption rate is really astounding.   When you consider that they went live with their offering on Jan 20 and they have 250,000 paid

[more]

Blog Comment

JaysRage commented on JaysRage's blog post. 2:48 PM

Beats is about Music Vision not Headphones

IHeartRadio is really its own thing.   If you're adding the two together and calling them both digital subscription streaming, you misunderstand the product offerings.  

ITunesRadio is what we are

[more]

Thu May 29

Blog Post

JaysRage added a blog post. 5:26 PM

Beats is about Music Vision not Headphones

There is a lot of literature on the Beats acquisition, and it seems that there are a lot of people out there that don't really "get" what this was all about.  Apple acquired Beats for $3 billion.    [more]

CAPS Outperform Pitch Reply

JaysRage commented on JaysRage's pitch for AAPL. 1:02 PM

Apple acquired Beats for $3 billion. What does Apple get for its money? In order of importance.... Talent Apple wanted Jimmy Lovine and Dr. Dre to lead the charge in digital music. Their subscription vision is a perfect match for what Apple need to [more]

Wed May 28

Caps Pick

JaysRage made a pick in CAPS. 11:18 AM

Whole Foods Market (WFM) will Outperform the S&P 500

Tue May 27

Blog Comment

JaysRage commented on jerryguru69's blog post. 4:23 PM

Buying a Good Company at a Fair Price

I admittedly missed Cosco in that grouping of stocks....mostly because it was a huge outlier, I guess.  

Munger's admiration for Google is like a guy telling another guy how beautiful a Porsche is.  

[more]

Fri May 23

Blog Comment

JaysRage commented on jerryguru69's blog post. 1:24 PM

Buying a Good Company at a Fair Price

There is a reason that tech companies never make it on Buffett's list.  He buys companies that are going to be in business 50 years from now doing pretty much the same thing that they are doing right now.    Tech

[more]

Blog Comment

JaysRage commented on TMFPostOfTheDay's blog post. 1:00 PM

Investment Advisor Churning

It's stealing.  No doubt the funds that he's sending her into are commissionable.   If you verify, this activity is not only unethical, it is illegal, especially since you explicitly told him to stop.  

[more]

Wed May 7

CAPS Outperform Pitch

JaysRage wrote about Walt Disney (DIS) . 1:50 PM

DIS Outperform

I love what Disney has in the works. There is no doubt that the Star Wars films will bring huge buckets of money to the Disney franchise.

In addition, their innovations on a wearable unit inside the theme parks wallet) has the potential [more]

Caps Pick

JaysRage made a pick in CAPS. 1:50 PM

Walt Disney (DIS) will Outperform the S&P 500

Caps Pick

JaysRage made a pick in CAPS. 1:27 PM

International Business Machines (IBM) will Outperform the S&P 500

Fri May 2

Blog Comment

JaysRage commented on JaysRage's blog post. 9:42 PM

Precious Metals -- Oh how I hate thee

I understand the desire by some to own physical assets for diversification of wealth.   I'm run that through some thought patterns, and the truth is that I don't want the inconvenience of dealing with holding a significant

[more]

Thu May 1

Blog Post

JaysRage added a blog post. 5:02 PM

Precious Metals -- Oh how I hate thee

I'll warn anyone who is reading this blog in hopes that I will be able to help them with precious metals investing that you can stop reading now.   Know this.   I am one of the worst precious metals investors in the [more]

Wed Apr 30

Blog Comment

JaysRage commented on Mega's blog post. 5:35 PM

CAPS scores should be time adjusted

The other thing that I don't like about CAPS is that there is no weighting.  If I want to really reflect a personal porfolio with the picks, I have to pick multiple stocks in a sector, including ones that I hate, in order to

[more]

Blog Comment

JaysRage commented on dcg014's blog post. 5:26 PM

Why eBay Paid $3 Billion in Taxes

It's mostly because EBay is one of the worst run companies on the planet.   They have consistently failed to capitalize on huge moats and opportunities.   The only reason Square even exists is because Ebay couldn't get it

[more]

CAPS Stats & Trivia

CAPS Player Rating 89.09
Player Rank 8183 out of 74988
Score 634.42
Score Change Today -0.53
Accuracy 62.90%
Active Picks 8
Total Picks 375
Best Pick SNPK (+89.20)
Worst Pick MCP (-168.76)
Average Score per Pick 1.69
Charms Earned 8
Highest Rated Favorite TSIF
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Boards Stats & Trivia

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Recs Received 0
People who have rec'd these posts 0
Recs to Posts Ratio (last 30 days) N/A
Threads Started 0
Threads Started Percentage 0.00 %
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