hockeythug
Active Member
GTAT tanking. Sounds like its not being used on the phone. My money is on the watch though. Good opportunity IMO.
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See previous post today on Corning CEO talking about how gorilla glass better for battery and better for decreased breaking. He mentioned that sapphire was more scratch resistant and better for watches. That was why I posted I thought sapphire on watch and not phone. He did everything but telegraph itquick partial recovery on GTAT when sapphire watch was mentioned .... we will see how far it goes.
Edit: short lived recovery .. back to tanking ...
I lost some money today due to GTAT tanking. Even sleepy did excellent research work for GTAT, but my heart reminds me that GTAT is not a stock comparable to TSLA at all. So I only used less than 10% of my holdings (most common shares instead of options) to participate this "gamble". Here is the question I have on GTAT besides reading sleepy's article http://seekingalpha.com/article/247...stor-guide-to-apples-iphone-6-unveiling-event
1) What's the background of GTAT CEO? It's risky that I invested a stock but knowing almost nothing for the CEO;
2) What's the long term plan and vision for GTAT? If there has, I think it'll be no way closer to what TM laid down 10 years ago;
3) How good is the product? I only know saphire is desirable, but what's the quality and cost? Is it better or far better thus no competitor?
4) How loyal is the customer? It looks apparently AAPL is not a loyal customer to GTAT
5) How well the company growth fits the human interest and gets support from government?
By looking back those questions. I feel it's really luck for most of us in this forum to invest TSLA.
good questions but you should take this as a lesion learned and ask before investingI lost some money today due to GTAT tanking. Even sleepy did excellent research work for GTAT, but my heart reminds me that GTAT is not a stock comparable to TSLA at all. So I only used less than 10% of my holdings (most common shares instead of options) to participate this "gamble". Here is the question I have on GTAT besides reading sleepy's article http://seekingalpha.com/article/247...stor-guide-to-apples-iphone-6-unveiling-event
1) What's the background of GTAT CEO? It's risky that I invested a stock but knowing almost nothing for the CEO;
2) What's the long term plan and vision for GTAT? If there has, I think it'll be no way closer to what TM laid down 10 years ago;
3) How good is the product? I only know saphire is desirable, but what's the quality and cost? Is it better or far better thus no competitor?
4) How loyal is the customer? It looks apparently AAPL is not a loyal customer to GTAT
5) How well the company growth fits the human interest and gets support from government?
By looking back those questions. I feel it's really luck for most of us in this forum to invest TSLA.
What are everyone's thoughts on Alibaba?
What are everyone's thoughts on Alibaba?
good questions but you should take this as a lesion learned and ask before investing
While most of your post seems to be talking about B2B Alibaba platform, the part I quoted seems to be judging Alibaba as a retail platform. And while I do think there is a potential for B2B solution on the Western markets, I'm really sceptical about available room for retail solutions. Well, China itself got it own online retail giants like 360 etc.Their products are really light years away from the level of Ebay and Amazon
Gopro just hit $70 in a very turbulent morning of trading. If you bought on the day of their IPO and held you would have 125% gains in less than 4 months. This one is really worth a second look if you have not done much DD. They have a lot of untapped potential still, they have yet to rollout their master plan. I plan to increase my position on weakness.
What is the 1 paragraph bull case for GoPro? I just don't get it. Anyone can make small cameras. They are clever for being the first, but they have a small moat, since they are combining commodities: small high quality cameras (leveraging the economy of scale from the phone world), arm processors, batteries, flash memory. It's all pretty easy, and in fact lots of people already make products which do these things and other things. They are essentially tablets without a display.
OK - i'll try.
GoPro has firstly a coolness factor that its competitors will never have. (we know all about coolness factor here at TMC). For example GoPro is already a verb, "I GoPro'd my ride today and filmed amazing footage of....". No one says or will ever say, "I Sony'd my ride today". You can't buy that kind of street cred.
More to your question AustinEV and in one paragraph, GoPro has two things; Hardware and an army of users who create amazing content. Their hardware is capitalized yet they are innovating. A new model is due out this holiday season. It will be one of the most coveted high tech stocking stuffers this season. Just like other tech companies, there will always be a faster, lighter, more feature rich version around the corner. GoPro is also innovating their accessories. For example, their new pet mount allows you to capture footage from your dog’s POV. Who woulda thunk!, and yet customers are buying these accessories and creating never been seen before vantage points. The second key to their growth is their content which has not yet been capitalized. In their IPO Prospectus they explained their vision to create a media company and to capitalize it. It will happen. There will be GoPro channels in many outlets that open advertising opportunities. For example, say you are a Mountain Biking (insert any activity) enthusiast . You will watch the latest film online. You will see sponsors fighting (bidding a-la Google ad-words) for ad space related to that activity, be it for gear, apparel, related tourism, etc. This is the monster they will unlock that will catapult the stock. When the network starts generating revenue is will be big. They will go into every niche that there are user created videos for and sponsors will show up. It will be very targeted and that is exactly what sponsors will pay for.
PS – Their CEO is at first an enthusiast and then entrepreneur. I like this, it speaks to his passion. (we too know about this at TMC) He has also recruited a solid management team.