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Acme CEO

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About Acme CEO

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  1. I haven't seen Sherman mentioned taking sides in this thing. Wonder what side he's on?
  2. Kelce is in a similar situation to Ertz. Fasano and Celek are better blockers and getting the running game is more important to winning than TE receptions. Both McCoy and Charles are having better games with their run blockers playing more. Gronk, Graham, and Thomas are studs because they stay on the field and don't telegraph passing situations.
  3. SNL was consistently funny every week in the early up to Phil Heartman eras. I agree with too much alternate channels for young talent to exploit. The show used to attract the young multi-talented comedians who could write, act, and sing. But guys like Donald Glover got poached when Tina Fey went off to do 30 rock. He would have been perfect for SNL.
  4. That 27 yd burst is just proof the talent is still there and untapped. Indy just needs to figure out how to use TRich correctly, in space, with noone in front of him.
  5. Some of you people haven't been watching the Colts as closely. If you take away Richardson's runs of negative to 2 yards, he'd be averaging, like, 4 ypc.
  6. Those aren't bats' eyes. They're goggles on a helmet. Batman isn't wearing a rubber suit to fight Supes. He's not fat, he's wearing heavy armor. Very true to Miller's graphic novel. The only glaring problem is whole attempt to start JLA from here. Miller's batman is supposed to be old, jaded, grizzled, and willing to kill. Mickey Rourke would have been absolutely perfect for Miller's version. But they need a younger batman to eventually tie into JLA. That makes me fear they will change alot from Millers material. I really wish they could have just made Millers version as a stand alone. Hell, they could probably stretch that into 2 'old batman' movies with the killing of Joker, then fighting Supes.
  7. No. Not that I am aware of but the man definitely had an unusual attraction to children, especially boys. The allegations may not have been enough to prove anything but he did admit to having sleepovers where he slept with the boys that came to visit. Maybe I am being unfair but when a man in his 30s is hosting sleepovers and sleeping with the boys in the same bed I can't help but believe he was up to something. MJ basically didn't have a childhood. Grew up under the crushing pressure of being a mega-star dominated and micro managed by a violent and abusive father. It's no wonder he spend the rest of his adulthood building a wonderland and zoo trying desperately to relive his childhood. Including first love, puberty, sexual curiosity/confusion, etc. I voted for all of the above.
  8. Just saw today a second Chinese builder is nearing default. News like this is scaring domestic Chinese away from the housing market, which already dropped 10% this year. As you said, a lot of builders are sitting on excess inventory in remote locations that they cannot sell. Those builders are facing note payments and are having difficulty moving units despite providing larger and larger discounts. This could be the trigger for a market collapse: builder discounting unsold inventory + fear will cause a larger correction in China's housing market. In a major correction, the market will freeze and builders will race each other to the bottom trying to dump unsold inventory as they struggle to make payment on their notes. Most of them will likely fail, and default. In the early stages of the US housing collapse, we couldn't see the small lenders struggle and fail since debt is re-packaged and sold a dozen times over, and large money institutions were able to hide and manipulate numbers. In China, we actually have more visibility since we can see these small builders fail before the big builders and banks start to falter.
  9. What's your take on China's risk, GM? That's my biggest concern as the trigger for the next major correction. Real estate over there is a huge risk. Property trusts that have been recklessly borrowing & building are starting to default, and large sums are due by 2015. If a few these trusts can't make payment and default, then I can see that as the start of the avalanche.
  10. Not much news, but the entire sector is heavily shorted. DDD has something like 35% of their float shorted. Looks like they're covering. Same with tech/saas. Each day that the market chuggs along and doesn't correct adds more pressure for shorts to capitulate. Anyone know any services that track average duration of open short positions? The angle I want to verify is that the longer the open positions, the more likely shorts will face margin calls and give in.
  11. GoPro about to shoot through 10B market cap already. What am I missing? I don't see a solid moat for their hardware or software. They look ripe for Asian OEMs to copy and undercut in pricing.
  12. Yes, calling the bottom correctly could make us rich.The fact that both FUEL and FEYE were able to more than double after their IPO makes me think they will do it again when public sentiment turns in their favor. However, I am looking at the analyst estimates and they are expected to continue losing money through 2015. Any idea when they expect to turn profitability? And is there any fear that competitors will carve into their market share? From what I have read, I believe they provide security for websites? Thanks for the heads-up on Acme CEO's posts. I will read them later. I have to say, and I hope to not jinx you, that you continue to do very well picking bottoms. You asked about FEYE on 5/9 And Yandex on 4/26 Thanks for noticing. I have been enjoying YNDX but I never bought FEYE. I mentioned EBIX a couple weeks ago and bought at 13.00. It just dipped back to +10%. I think it is going to 17.00 or another +20% in the next 2 months. I am still holding half of my FEYE and FUEL holdings after selling some during the runup. Nowhere near their peaks, but just enough to keep me above water after the recent drop. The short attack is over for FEYE and FUEL and their high short interest will need to be covered. If the market doesn't have a major correction soon, then all those shorts will face margin calls and will be squeezed. I believe both will continue to run up in the next few months while shorts cover. After, I will re balance FEYE to be a larger position while reducing FUEL. There is a lot of competition for AdTech and there are fundamental risks in the industry (eliminating cookies, control of their own ad inventory, etc.) FUEL, along with CRTO may be best in breed, but seem to be more acquisition targets for a company like Yahoo or Google than a long term buy and hold. FEYE is a long term hold for me. Cyber security is every bit a national security issue today as it is a private sector concern. I predict more defense funding will transition towards cyber security from traditional weapons and defenses. Mandiant is already the favorite private sector consultant of several national security agencies and I can see them growing this business into something similar to a private defense contractor. I also like PANW for this reason, but Mandiant gives FEYE more advanced services that PANW cannot. But both are way ahead of and disrupting market share of legacy security sellers like Symantec and McCafee.