Monthly Archives: August 2012

Netflix, meet Porter

Posted on August 24, 2012 by

I can’t think of another multi-billion dollar company that has as many basic fundamental problems as much as NFLX. (I’m not referring to last week’s article on NLFX’s Off Balance Sheet concerns. We’re talking about real basics here.) Netflix, meet … Continue reading →

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Tweets of the week

Posted on August 23, 2012 by

Why do I “use” Twitter? Some people use twitter just to broadcast their own information. I find (at least up to now) the most value in my time spent on Twitter, is actually reading the tweets of the amazing people i follow. PLEASE, do yourself a favor and … Continue reading →

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The tail of two teams

Posted on August 17, 2012 by

MicroFundy isn’t just about investments. I like to dig into (almost) any specific stat/number/metric and see what’s DRIVING that outcome. Take today’s MLB standings. In the American League, you have the Baltimore Orioles at 10 games over .500 (with 64 … Continue reading →

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Enron, Lehman Brothers, and… Netflix?

Posted on August 15, 2012 by

When looking at a company’s Balance Sheet, other than looking at trends – which are crucial -  it’s also useful to look at it as a snapshot of how the company’s finances are doing at any given day. Theoretically, the … Continue reading →

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Groupon Goods… Good for revenues, not for profits.

Posted on August 14, 2012 by

Groupon reported earnings last night, and on first glance, a 45% growth in revenues might have been something bulls would have been excited about. This is why it is crucial to look at what is driving revenues, as opposed to the actual … Continue reading →

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QE Failed.

Posted on August 7, 2012 by

It drives me crazy when I see people writing about growth in a company’s EPS without knowing what is driving that growth. That one specific number cannot be your sole reason to buy or sell a stock! WHAT DRIVES EPS … Continue reading →

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