Scott Anderson

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  • Yelp is to Angie’s List What Facebook was to Classmates.com

    By Scott Anderson - August 19, 2013 | Tickers: ANGI, FB, GOOG, OPEN, YELP

    Once upon a time when the Internet was new, a chat room on AOL would have been the closest thing to “Social Media”. Then suddenly there came a promising website called classmates.com. The web domain was succinct, easy to remember and made it clear what the visitor should expect.

    Over a period of years from the late 1990s into the middle 2000s, Classmates grew at a steady pace. It more »

  • Facebook's Phantom Revenue Could Be A Windfall

    By Scott Anderson - May 1, 2013 | Tickers: FB, GOOG, YHOO

    Anyone can start a business page on Facebook (NASDAQ: FB) for free that gives members an opportunity to share and follow by clicking their “Like” icon. There are many companies from large and small with pages but perhaps the most lucrative are the –celebrity- pages. Whether you are talking about actors or athletes, for better and more probable for worse, we live in a celebrity consumed culture that follows the more »

  • Why I Just invested in This Pathetically Managed Company

    By Scott Anderson - April 16, 2013 | Tickers: AMZN, CMCSA, NFLX, OUTR

    As my past columns make clear, I remain bullish on Netflix (NASDAQ: NFLX) under the visionary leadership of Reed Hastings and have an approximately 3,500% return on my Netflix derivative investment since December.  
     
    Now that I have that out of the way, I do not believe that sucess in this industry will be a zero sum game.  There is room ultimately for perhaps a hand-full of major players but more »
  • Tim Cook Negligent on Defending Apple's Share Price - Price Bordering on Perverse

    By Scott Anderson - March 18, 2013 | Tickers: AAPL, NFLX

    Apple’s (NASDAQ: AAPL) share price is bordering perverse at this time. It no longer correlates to financials or even legitimate business prospects. The share price fluctuates on a day to day basis as more of a score board based upon the number of positive or negative blogs, rumors or Wall Street analyst downgrades versus upgrades.

    Never mind that the opinions of analysts are historically erroneous. Last week an analyst more »

  • An Intermediate Term Money Market Fund That Includes a Computer Giant Bonus

    By Scott Anderson - March 9, 2013 | Tickers: AAPL

    As I look at the news headlines dramatizing the death of Apple (NASDAQ: AAPL), I have to ask myself whether short sellers are piling on?  Even if Apple's customer base were to altogether cease growing or even decline somewhat, we know that Apple is a company that has a history of maintaining loyal customers.  If we look back to the early to mid 1990s before Steve Jobs was more »

  • Apple Is Due For A Substantial Correction

    By Scott Anderson - February 28, 2013 | Tickers: AAPL

    I am fine with Apple's (NASDAQ: AAPL) cash position and find David Einhorn's lawsuit as well as his plan for "iPreferreds" as gimmicky. I do not believe that the adoption of any such plan would "unlock" value anymore than a 10 for 1 stock split. The announcement of such schemes would create a short-term bounce from the same type of investor who would get excited if you offered more »

  • If Apple Were To Initiate A CEO Search, Who Are Your Nominations?

    By Scott Anderson - February 6, 2013 | Tickers: AAPL, NES.DL, NFLX

    Reed Hastings spent a few months in the proverbial dog house after separating Netflix’s (NASDAQ: NFLX) DVD by mail business from the streaming segment to be renamed “Qwikster.”   Up to that point Hastings enjoyed a practically flawless reputation as a visionary genius. He quickly responded to the backlash and made some modifications.  After Netflix's January earnings surprise and announcement of 2 million new subscribers, it looks as though more »

  • Why Netflix Will Continue To Dominate & Confound Bears

    By Scott Anderson - January 29, 2013 | Tickers: AMZN, EBAY, FB, NFLX, WMT

    One of my investment choices over the past decade that proved me wrong in my thesis was shorting Amazon.com (NASDAQ: AMZN) in 2001. I just couldn't reconcile myself with the notion that selling a bunch of different products on the Internet could be very lucrative in the long run because what they were selling were products already being sold everywhere by numerous competitors. Sure, most of their competitors more »

  • What I Would Do with Netflix if I Were Facebook and Just Acquired Them

    By Scott Anderson - December 31, 2012 | Tickers: FB, MSFT, NFLX

    People LOVE to watch movies together.   When I look back over my decades past, through various life stages, among the common memories I remember with pleasure are the "movie nights" with old friends.

    I know I'm not unique in that regard.  I suspect there are tens of millions around the country, just like me who have moved far enough away from the old home town to make those get-togethers more »
  • Netflix Positioned for Subscriber Boom with Social Media Integration

    By Scott Anderson - December 27, 2012 | Tickers: FB, NFLX

    Having been a member of Netflix (NASDAQ: NFLX) for several years, I utilized the discontinued feature that allowed for recommending films to friends and family.  Surprisingly, it went beyond expectations as it essentially made every aspect of one's rental queue available to those invited into a customer’s friends list.

    Most people who would want to make recommendations would probably still want some degree of privacy but it seemed more »

  • The Spread Between Too Public and Barely Public

    By Scott Anderson - November 26, 2012 | Tickers: AMZN, AOL, DAKT, FB

    Somewhere is a line between excessive hyping of a stock and what is appropriate to informing potential investors about the future investment prospects of a company. 

    Daktronics (NASDAQ: DAKT), which on Tuesday, Nov. 20 released news of solid revenue growth and blew away the Street's earnings consensus, is an example of a company on the extreme end of the under-hyped spectrum.

    The chart below demonstrates how the stock went more »

  • Time to Short Sell Your Employer?

    By Scott Anderson - November 1, 2012 | Tickers: ANR, MO, APOL, ACI, GE, LOPE, HD, JNJ, LO, MCD, RAI, STRA, WPO

    We have all heard the stories about employees making fortunes through company stock participation.  Tales of millionaires traversing the isles of Home Depot in their orange aprons make participating in company stock an enticing option.  It suggests you don't have to make it to the board room to be rewarded for your service.  It may be tempting to take advantage of such incentives, but whether it is prudent depends more »
  • Look Who is Joining the "Uncivilized" Gold Investors

    By Scott Anderson - October 1, 2012 | Tickers: TIP, GLD

    There seems to be a disparity between Ben Bernanke's recent actions and the rhetoric in which he engaged over the past year.  2012 was a year in which many debated whether "QE-3" would be forthcoming.  It was only early April 2012 that Bernanke came out with his statement indicating that he has "no appetite for more quantitative easing."  To a cynic, this might appear as a carefully chosen phrase more »