Smalls is assuming OTT will be market disruptors right now. Too simplistic thinking. It will take years, if it ever happens. If it does happen, it wont be clear winners & losers as companies adapt. DTV is a cash cow, with great content & leadership. He doesnt want to admit that. T goes to $40 shortly after the merger.
Massive scale economies, new revenue sources while cutting fat, & financial engineering. Plus, DirectTV has great content (content is king today), & unlike T, excellent leadership. Will be buying another 10K shares if we get another pullback.
Its all about growth rate, not PE. Thats what is driving the stock price. Not sure I'd be a buyer here, even though it broke out. So much good news is built into the stock. A downgrade at anytime could cause the stock to correct.
Between lagging technology IP & Intel lawyers regarding x86, there are no takeover rumours. I might nibble if it goes below $2, but buying this stock is like going into a casino...You will be handed your hat.
The problem with LI is their target market is too narrow. The ad model wont work with HR professionals and people trying to recruit/find a job. They need to monetize in other ways through premium services. Twitter has the eyeballs & right target market to monetize through ads, but management is clueless on execution.
Plain-and-simple. Seriously, its hard to screw this up, but Costolo & his team is giving it a good shot. Any good MBA student could have implemented a better monetization strategy than what Costolo has done over the past 2 years.
Seriously, how could anyone mess this up. CEO in way over his head. Cant adjust to strategies that are not working. He's been spouting the same strategy for about 2 years & the DAU & subscriber growth is poor.
nothing illegal. whatever listening tool he had is what I want. He listened & bought the Puts in 1-minute timeframe. Now, he's probably set for life.
The financial engineering alone from that deal is enormous. The fundamentals - new content, tons of new subscribers - is also a good thing.