The Firstadopter Column - Latest Comments

Re: The Firstadopter Column — Interview with Marc Cohodes: Famous short-seller...

Thu — Tue, 17 Mar 2015 00:21:38 -0000

Great great!

Re: The Firstadopter Column — Why the smart money is betting on WWE

Terry Beaulea — Mon, 16 Mar 2015 12:45:04 -0000

Whatcha gonna do WWE doubters when the Network and 5 million paying subcribers by 2018 run wild on you???

Re: The Firstadopter Column — Why the smart money is betting on WWE

oldcfo07 — Mon, 16 Mar 2015 11:28:01 -0000

Excellent article Firstadopter. McMahon saw the direction of technology before many other companies including CBS, HBO and Disney. It's the bumps in the road that those who don't understand what this could be try to take advantage of by playing it short term. Now that numbers are coming out more uncertainty will be removed. Just the increase in cable contracts to 2018 will leave the company in the black. The potential of the Network is remarkable just based on the law of large numbers.

Re: The Firstadopter Column — Why the smart money is betting on WWE

Joceyln Syms — Mon, 16 Mar 2015 10:34:03 -0000

The WWE does not in fact have 1million "paying subscribers" after 1 year though. My fund took a look at the WWW Network and its veiled subscriber information a month ago; no realistic expectation of reaching 2million subscribers over the next 2 years with current design or further International releases(the major foreign fan bases already realized). Prediction is 1.4-1.77million Network subscribers at WrestleMania 31 but the 2015 annual average, "paying", will be 1.1-1..2million.
This Hype isn't being believed anymore by the market anymore either...

Re: The Firstadopter Column — Ramey fires back at Cohodes over 'worst analyst'...

P2i — Fri, 13 Mar 2015 21:33:54 -0000

Yes any analyst who voices an opinion opposite his own is worthless to him. MC is wrong most of the time about companies and people and still can't seem to admit it. How's that chicken that you call Robin Raina doing, MC?

Re: The Firstadopter Column — Interview with Marc Cohodes: Famous short-seller...

ikarus — Fri, 13 Mar 2015 16:47:50 -0000

Thank you for holding scumbag fraud enablers accountable.

Re: The Firstadopter Column — Interview with Marc Cohodes: Famous short-seller...

Adwate — Thu, 12 Mar 2015 12:55:29 -0000

Really educational interview. Keep up the good work!

Re: The Firstadopter Column — Ramey fires back at Cohodes over 'worst analyst'...

Ghostdog — Tue, 10 Mar 2015 18:09:26 -0000

"Me thinks she doth protest too much"

Re: The Firstadopter Column — Interview with Marc Cohodes: Famous short-seller...

ppearlman — Mon, 09 Mar 2015 16:32:57 -0000

Great interview!

Re: The Firstadopter Column — What Dan Loeb thinks about the Greek debt drama

Effie — Wed, 11 Feb 2015 09:03:40 -0000

No one seems to mention that how is that the German economy has done SO well and yet many countries in the EU besides Greece are doing terribly? You do not here anyone talk about this topic at all. Yes, part of it was irresponsible policies set by the Greeks but there is WAY more to this story. But a single game plan cannot work with people whose economies were different when entering this deal. There are too many factors that need to be considered when going into something like this...

Re: The Firstadopter Column — What Dan Loeb thinks about the Greek debt drama

NJC — Wed, 11 Feb 2015 07:19:44 -0000

Everyone has his opinion on the matter of the Greek economy. Here is a Greek's

opinion:
Just as the free trade agreement under our president Clinton "pushed much of our industry outside the US in cheaper labor countries' -stunning our US economy a bit- Similarly Open borders for Greece-an easy entry to the west from the east -opened the flood gates of eastern European & satellite poor countries to flood Greece. Said poverty stricken & fleeing immigrants seeking asylum were and presently are a financial liability to welcoming Greece. This coupled with tax evasions and Greek Billionaire habits to hide their assets elsewhere brought this small country to where it is now..
If the EU sees that the Samaras proposed terms for tax collection & evasion reforms put in place and rigidly enforced, one will see Greece pull out. Antagonizing debtors and or give up negotiating help-with terms- at this time would be devastating not only to the already "over squeezed" Greek citizens but for all EU and would have a domino effect. on its members.

None one should overlook the financial obligation of Greece to the EU members-taxpayer, but help should not be denied at any cost for its members if an EU is to exist.

Re: The Firstadopter Column — What Dan Loeb thinks about the Greek debt drama

punz — Wed, 11 Feb 2015 05:50:50 -0000

Breaking news is that China and Russia will provide funds. Russia knows that if it takes Turkey from the rear, that Greece will help.

Re: The Firstadopter Column — What Dan Loeb thinks about the Greek debt drama

Michael Colligan — Wed, 11 Feb 2015 02:24:08 -0000

Greece has had a terrible record for fiscal management, but as long as it had its own currency to devalue, it could slide out from under the consequences. The Euro was supposed to, and, if there is a genuine "come to Jesus" moment from the current crisis MAY force them to act more responsibly in the future.

But the new government is correct, in that the existing structure of debt and austerity is not leading anywhere. The international banks which lent to Greece for a few basis points above their funding cost, managed to dump all their problems onto the ECB, and so, ultimately (but very indirectly) the European taxpayers. The Greek economy has been shrinking for five years, while net debt has been growing, to the current 175% of GDP.

It is well past time that the reality of the situation is faced. Greece, particularly locked into a semi-permanent depression, CANNOT pay all of the current debt back. It cannot happen. The math is irrefutable. Leaving the Euro will not "solve" any problem, as it will mean Euro debts vs a ever falling in value domestic currency.

The solution is a massive debt reorganization, and finding ways to get the Greek domestic economy to at least stop shrinking, and, ideally, to start to grow. All the emotional clap-trap about "punishing the debtors" needs to be forgotten. As the banker who bailed Rupert Murdoch out of his 1990s debt crunch used to say, there are two fixed rules "You are where you are and no one gets out." That needs to be applied here.

Re: The Firstadopter Column — What Dan Loeb thinks about the Greek debt drama

Mylingh — Wed, 11 Feb 2015 01:37:35 -0000

how much money did they cash from EC? 500 bn? For 10 million population? Guess, a bank 'd not give our a cent to regular customer under these circumstances. I see no problems to give them back the Drachme to keep them happy. The EC-billions are gone anyway so why to put some more oil in the fire.

Re: The Firstadopter Column — What Dan Loeb thinks about the Greek debt drama

Joe Blow — Tue, 10 Feb 2015 23:47:46 -0000

It must suck living in Greece right now. They are screwed

Re: The Firstadopter Column — What Dan Loeb thinks about the Greek debt drama

itchyeyebrow — Tue, 10 Feb 2015 23:39:52 -0000

What the huge current account surplus tells you is that the Germans still want all the power...but think they can get it without paying for it...alway have been a nation of megalomaniacs...(lovely Greek word !)....This time I think they will pay for it and Greece will get a very good deal.....for the Germans power over the whole of Europe
has been the consistent wet dream for the past 120 years...it acts like an aphrodisiac
(another great Greek word) for the German psyche

Re: The Firstadopter Column — What Dan Loeb thinks about the Greek debt drama

walter — Tue, 10 Feb 2015 19:03:35 -0000

If you have no money the response is I'm not paying you anything. lend money to a dead beat, Grow up.

Re: The Firstadopter Column — What Dan Loeb thinks about the Greek debt drama

George Bluth — Tue, 10 Feb 2015 18:57:24 -0000

Well, there's always money in the banana stand.

Re: The Firstadopter Column — What Dan Loeb thinks about the Greek debt drama

Sam anti bs — Tue, 10 Feb 2015 17:57:01 -0000

Hasn't Greece gone bankrupct like 4 times in the past 200 years? If this new world system relies on this little country not to go bk then the system is weak.

Re: The Firstadopter Column — What Dan Loeb thinks about the Greek debt drama

pollyanna — Tue, 10 Feb 2015 17:47:40 -0000

Well written. Impressed.

Re: The Firstadopter Column — What Dan Loeb thinks about the Greek debt drama

Helpme — Tue, 10 Feb 2015 15:52:38 -0000

Let's hope the WH does not provide money to Greece with an executive order.

Re: The Firstadopter Column — What Dan Loeb thinks about the Greek debt drama

Demokratic — Tue, 10 Feb 2015 15:03:47 -0000

In a nutshell? Clear and concise. Well done.

Re: The Firstadopter Column — Exclusive: IBM's Official Statement on Layoffs...

Enerco Calabarza — Sun, 08 Feb 2015 14:16:35 -0000

Because it lost a previous age discrimination lawsuit, IBM is legally required to give current and future laid-off employees a list of the names and ages of all those subject to "resource actions" (i.e., layoffs). The most recent round of laid-off workers should have received such a list in the packets they got from the company the day after their managers called them to tell them they were being terminated. But the list of names/ages was not included in the packets. Looks like IBM may be headed for another age-discrimination lawsuit. Wonder why the media hasn't been all over this one?

And to add insult to injury, the managers who laid off admin assistants and others who had been with the company more than three decades wanted to send out "retirement announcements" on their behalf and hold a retirement lunch or dinner for them.

Re: The Firstadopter Column — Exclusive: Activision Blizzard insider says...

SC2 — Mon, 02 Feb 2015 05:53:14 -0000

PLS tell me when SC2 lotv will come out when u know :D

Re: The Firstadopter Column — Exclusive: Activision Blizzard insider says...

SC2 — Mon, 02 Feb 2015 05:51:58 -0000

LOTV will be a great game and there will probably SC3 in early 2020