rob08's comments

rob08 | 12 years ago | on: Twitter announces IPO: The Valuation

Notwithstanding, the valuation and its assumptions refers to, from what I understand, how a minority stock investor, such as ourselves - individuals, may value the stock for its IPO.

If you or I buy a few shares of stock we'll likely not have any "synergies" to speak of so the actual earnings power of the company is important

rob08 | 12 years ago | on: Why are there so many successful Swedish gaming companies?

They should have mentioned Starbreeze which seems to have found gold with its Payday 2. But from what I understand it is not Starbreeze that will make the new Riddick game, but another Swedish developer Machine Games (which was founded by a bunch of old Starbreeze staff after the Syndicate flop)

rob08 | 13 years ago | on: Amazon Profits Fall 45 Percent, Still the Most Amazing Company in the World

Any investments made that are meant as long-term (i.e. >1year) is capitalized on the balance sheet and is a use of cash in the cash flow statement.

Any short-term operating costs related to those investments are likely to be expensed during the period in question and thus be recognized in the income statement.

Opex may also be higher (and consequently lower profit) while heavy investments are made because the company hires a lot of more staff which do not start generate any revenue until a later period.

rob08 | 14 years ago | on: What should Apple do with the iPod?

I actually hadn't thought of the rumored new iPhone 5 design as a possibility of it being the next iPod Touch. Maybe that's why we haven't heard any iPod Touch rumors yet?

rob08 | 14 years ago | on: Groupon’s Strikeouts Reveal an Unspoken Truth

While I agree that there are many companies that do strip out stock-based compensation charges, in my opinion their reasoning, as you put it: "accounting mumbo-jumbo" charges" I do not agree with. Share-based compensation is very much a real cost for investors.

Also, when companies do these adjustments, they should carry it consistently throughputs its full extent, i.e. by estimating the dilution

rob08 | 15 years ago | on: Was LinkedIn Scammed?

It should also be considered that the underwriters gets paid on the amount raised (7% according to the article), so the underwriters also "lost" money from that perspective.

rob08 | 15 years ago | on: The Ballmer Days Are Over

Actually, when buying back stock you're essentially reducing the number of shares outstanding, which, all else equal, would translate into a higher stock price.

rob08 | 15 years ago | on: Firefox 6.0 alpha available

They're really speeding up their release schedule. Not really related to the topic, but I'm curious why is the Mac build twice the size of the Windows one?

rob08 | 15 years ago | on: IOS 4.3 Released Ahead of Schedule

Personal hotspot works perfectly. Actually, even better than perfectly since it's activated on my iphone without me paying anything extra for it. Very nice.
page 1