tag:blogger.com,1999:blog-5663629668928754333.comments2018-04-23T07:13:25.538-05:00Adrian Gomez InvestmentsAnonymoushttp://www.blogger.com/profile/14534612590464484113noreply@blogger.comBlogger5125tag:blogger.com,1999:blog-5663629668928754333.post-80824737381901201562013-01-15T15:22:07.278-06:002013-01-15T15:22:07.278-06:00Hello Retired Executive,
I want to thank you for ...Hello Retired Executive,<br /><br />I want to thank you for reading and making a suggestion. Having two sides on a discussion is what makes a market.<br /><br />A recapitalized Sprint will be a much better company than it is right now, I have no doubt of it. However, two things are worth mentioning; first, the Softbank deal hasn't happened and it still may take another 6 months to be Anonymoushttps://www.blogger.com/profile/14534612590464484113noreply@blogger.comtag:blogger.com,1999:blog-5663629668928754333.post-68903907777179361042013-01-15T13:40:12.319-06:002013-01-15T13:40:12.319-06:00Your deep analysis attempts to do a comparison of ...Your deep analysis attempts to do a comparison of financial metrics among the top 3 operators, but is unfortunately looking at the future from dated information. <br /><br />A recapitalized Sprint with $8B equity infusion from Softbank is a much better company whose stock should be valued at least at a 50% premium to its pre-deal levels to account for the reduction in long-term debt.<br /><br />Retired Executivenoreply@blogger.comtag:blogger.com,1999:blog-5663629668928754333.post-5258120026812230172013-01-10T22:25:40.522-06:002013-01-10T22:25:40.522-06:00Good points. They are smart and trying hard for s...Good points. They are smart and trying hard for sure. I love the brand and want to own it, no question about it. I just can't justify buying it over apple or google, or bidu for that matter. Anonymoushttps://www.blogger.com/profile/09321136691125488478noreply@blogger.comtag:blogger.com,1999:blog-5663629668928754333.post-5966016636899078332013-01-07T04:41:34.034-06:002013-01-07T04:41:34.034-06:00Good arguments. Similar to Google, Facebook is bas...Good arguments. Similar to Google, Facebook is basically an advertising company because it receives a majority of its income from ads (despite their efforts to diversify away from it by tapping into some new monetization models you mentioned). The potential is there, but my assessment is that the valuations are already so elevated that fundamentals have to live up to it first before the stock canAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-5663629668928754333.post-18052655354431855262012-12-27T16:40:29.499-06:002012-12-27T16:40:29.499-06:00I have corrected the mobile revenue percentage fro...I have corrected the mobile revenue percentage from 16% (as originally stated) to 14% (which is the correct number). I apologize for any inconvenience.Anonymoushttps://www.blogger.com/profile/14534612590464484113noreply@blogger.com