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NVIDIA Corporation Message Board

  • nvda_4_ever nvda_4_ever Dec 9, 2012 7:19 PM Flag

    Here is why all the pathetic Best losers are WRONG!

    Because he is too stupid or too well paid or too too stubborn- hey whatever the case I dont know, the market doesnt care- bestie doesn't understand simple concepts and he is going to lose on his short postion a LOT of money if he does not cover soon. Let me make it as simple as I can for this Gollum creaure.

    Totally hypotheticaly suppose you have company called aidivN that the market currently values at say 7 Billion and anther coppany called moclauQ and the second company was vaued at 15 TIMES MORE or 110 Billion. Now lets suppose the bigger company makes 4+ times the profit and is expected to grow next year at 10%. The smaller company aidivN is expected to grow next year by 11.60% (if yahoo supplied numbers for hypothetical companies readers coud go check thats where these #s are coming from) .

    If you are not sure which company is more likely to be the next two or three bagger, you can also-once again hypothetically- assume half the value of aidivN is cash so take the math above and assume N has half the sized 'mouths to feed' with its earnings.

    Arguably, given the cash component of both these hyp. comapnies, Q is cash is 10% N's almost 50%. So that actualy computes to Q at about 29 TIMES valuation of N but again with ony 4+x the earnings and SAME est growth rate HUH? Watch for N to close the gap. sure maybe not all the way but approaching a three bagger sounds pretty okay ;-)

    So when some creature tries to tell you that straight up comparisons of revenue and earnings dollars or absolute units sold instead of using relative percentages is how to compare massivey differnet sized companies you tell him from me to go to Hades, ya hear?

    This is last warning nut shorties, the stock is under acumulation by, at a minimum, the company buy back program. It is ony a matter of time- you *will* be assimilated.

    4ever!

    Sentiment: Strong Buy

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    • "Has Jen become one of your sock puppets too?

      It sure looks like it.

      First, you force Jen into paying his first-ever cash dividend in 19 years.

      With your classic piece, "Jeepers Best, Everybody else pays a dividend."

      And now you publicly shame him into buying back some stock.

      There's no doubt about it Master -- Jen listens to you and does what you write."



      Mister Best?


      Would it be too much to ask if you could write More about why

      Jen should kill the Tegra/Consuming Profits Business?

      That thing is sucking-up op profits like an Elephant.

      And if you could force Jen to kill the Tegra too, why, you would

      have accomplished a Grand Slam, Hat Trick, Trifecta.

      Dividend / Stock buy back / Kill the Tegra.

      Thanks so much in advance, Best.

      Jen clearly listens to you and does what you write.



    • So Master?


      Has Jen become one of your sock puppets too?

      It sure looks like it.

      First, you force Jen into paying his first-ever cash dividend in 19 years.

      With your classic piece, "Jeepers Best, Everybody else pays a dividend."

      And now you publicly shame him into buying back some stock.

      There's no doubt about it Master -- Jen listens to you and does what you write.



    • So many many words about a hypothetical company called aidivN

      in nvda_4_ever's fasmagorical world.



      Back in the Real world, CEO Jen Hsun Huang chopped his revenue guidance (-15%).

      On Thursday November 8th, after the close.

      Remember?

      And the Market, she is logically and predictably walking the stock price down (-15%).

      She sure is.

      Because she logically and predictably expects Earnings to be (-15%) lower.

      Just like the CEO said in his revenue guidance.

      Not higher.

      Oh no no no.

      Lower.

      Because lower Revenue is a pre-cursor of lower Earnings.


      And as for cash, well, a buck of balance sheet cash is worth exactly that -- $1.00

      The Market, she applies no multiple to cash, 'cause a buck is just a buck.

      Always.

      The difference is how "cash efficient" the company's management is with cash.

      Is it being put to productive use, say for working capital or acquisitions,

      -- which b/t/w did you see Qualcomm made another acquistion last week? --

      or is it just lounging-around unproductively, watching Wheel of Fortune and

      eating Cheetos® all day -- like nvidia's cash is.

      And for a supposed High Tech / High Growth company like nvidia purports to be,

      it's just plain dumb for Jen to be holding onto so much excess cash.

      Yes boys, just plain cash-inefficiently, dumb.



      • 2 Replies to it_is_best
      • "For a supposed High Tech / High Growth company like nvidia purports to be,

        it's just plain dumb for Jen to be holding onto so much excess cash.

        Yes boys, just plain cash-inefficiently, dumb."



        It looks like you did it again, Master.

        You publicly shamed Jen into parting with some cash today.

        You know, like you shamed him into paying his first-ever-in-19 years cash dividend.

        With your classic piece, "Jeepers Best, Everybody else pays a dividend."



        But this time you caused Jen to finally try out that stock repurchase program.

        By calling him "a just plain cash-inefficiently dumb manager."

        Right here on this very board.

        And Jen responded too -- just as he's been trained by Best.

        One million shares at 1:00.

        Now granted, that's a bit weak -- well, let's not prevaricate here --

        it's Extremely Weak, but Jen's a novice at this stock buy-back stuff, right?

        Can we see Two million shares a 2:00 tommorrow?

        We hope so.



      • " Gollum creaure." - LOL

 
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