both revolutionize the entire banking industry, together with Prosper and OnDeck. These are the bigger players in the disruptive lending industry. I think the upcoming earning call will cast some light on visibility of near-term profitability. I think that a lot of big funds are still waiting to see that before committing their investment funds. My family's trust fund is also waiting for such visibility also before making the move. A lot of big funds do not invest in companies which are still in red, unless near-term profitability is seen. Master Card has done a great job for my family's trust fund, I am having high hope that Lending Club and Bank of Internet will both be the next.
My company sends five employees to buy things online once in a while to evaluate their speed of delivery, customer service, ease of use of websites, return policy and so forth. Of the 15 companies or so we tested last month, only our orders from Light In The Box have not arrived yet. It have been 21 days since our orders. Light In The Box never take the initiative to email us and keep us up to date as to when we may expect our orders to arrive. Twice, we have to email them so that they will email us back. The first time we emailed them was eight days ago when they emailed us and said that our orders would arrive in 5 days. We did not receive anything from them for the previous two days, so we just emailed them again this morning 11am Eastern time. This is not a company to be trusted. In our opinion, stay away from investing in this company.
There is a big possibility that it may happen due to the fact that Ambarella has already announced their intention to compete with Mobileye in auto-safety camera areas. If Ambarella can have the thermal detection capability of LightPath, the auto-safety cameras will be more reliable at night time.
here is another from Morgan Stanley ... http://finance.yahoo.com/news/morgan-stanley-mobileye-best-class-154158083.html
I think the trend is our friends. I don't need to say more, I think Morgan Stanley has already said the most important things ... http://finance.yahoo.com/news/morgan-stanley-says-now-time-154329732.html
Warren Buffett bought his first stock and saw it bottomed below his buy point by more than 40 percent, then he sold his stock too early, only to see the stock which his had purchased and sold too early, skyrocketed there after. That was his first lesson in buying and holing onto stock. Read his book, I did 15 years ago. I have held on to my Priceline, which I bought at $17-20 just to see it bottomed at $.22 a share. Can you believe that? It is now $1,184 a share. I am not saying NQ can be the next Priceline in share performance, but I suspect you sold too early. We cannot control what others do. But, we know the value when we purchase our shares. Then, if you don't understand the future of a company, you should have purchased its shares in the very first place.
E-class, S-class, X3, 3-series, 5-series, 7-series, Q5, Q7, CX-5, CX-3, Mazda3, some Hondas, Toyotas and other brands also have the technology as standard in some of their high-end models. All mentioned use Mobileye tech, except Toyota
BTW, I owned 2000 shares of Teavana before Starbucks purchased it at 40-45% premium over its market value at that time.
They should buy up Marley Coffee, one of the rare Blue Mountain certified coffee companies in this world. Marley Coffee is expanding like wild fire, the only thing is that they are expanding and trying to get shelves space, and marketing budget is big for now, but should bring in great revenue soon due to more visibility in major supermarkets and they will have the world's first 100% recyclable k-cup by July 2015. Check it out Davids, you need coffee, I mean not good coffee, but great coffee, to compete with Starbucks.
adding positions in a periodic manner in order to accumulate more of BZUN. I like it better than SHOP. Foreign companies cannot understand Chinese markets. Look at how Walmart has failed, and even Costco cannot enter China yet. They can't figure out the strategies without a Chinese company as the middle-man, especially online one. Meanwhile, I will start thinking about my exist strategy for AMBA. I have sold off my VIPS earlier.
Shopify has 74.44M outstanding shares x $27.33 end of day price = 2.034 billion market cap (assumption, not counting non-outstanding shares since I do not find a reliable source for that). Versus Baozun's market cap of just 126.39 M as of close of today 6-1-2015. That is 16 times difference, and is the online market of China 16 times smaller than that of the Western states?
The last one was VIPS, which IPOed at $6 a share and went to as high as $300 a share (1:10 split adjusted), and is still over $25 a share (or over $250 a share split adjusted)
I have so far accumulated 1,200 shares of BZUN. Wait to sell some of my Tesla Motors shares still. Hope to get up to 8,000 to 10,000 shares of BZUN.
I wish I held on to my VIPS, wish I sold at $55 before it split 1:10. Later went as high as $300 a share, IPOed at $6 a share two plus years ago. I will hold BZUN a little longer than two years this time.
EOM. Actually, I don't really use the reward points. I am there for coffee only. Need to have access to see how many Starbucks visitors are actually using their rewards everytime they visit. I can't find the information online.