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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. 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 t
  7. 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
  8. 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.
  9. 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.
  10. 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.
  11. 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, a
  12. Nokia already has the tech to transmit broadband speeds over mobile towers. But then we'd just have ATT/mobile providers trying the same thing as Comcast. Maybe Facebook & Google's ventures into hot air balloons and low orbit satellites can chip away at the provider monopoly, but that's years and billions of $ away. Wont work out that way ACME. Right now its a matter of who has access to the physical lines in the ground. The govt only allows 1. Without lines and with towers then all the different competitors can get into the competition at any time. But it's pretty clear that Google is
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