Breaking News
Get 50% Off 0
Unlock Premium Data: Up to 50% Off InvestingPro CLAIM SALE

Vince Martin

Joined: 15/03/22


Comments by Vince Martin
JD.com Is a Solid Pick for Those Willing to Take the China Risk Nov 28, 2022 12:11AM ET
care to explain why you think so?
The High-Risk Case for Plug Power Stock Nov 17, 2022 11:02AM ET
I mean, hydrogen power currently is being used for safe and economical applications. That's not up for debate.  Those applications aren't, you know, making any operating profit for PLUG right now. Let's not pretend otherwise. And as I wrote, it's certainly possible they never will. But that doesn't mean the entire industry is imaginary.
The High-Risk Case for Plug Power Stock Nov 17, 2022 11:01AM ET
care to point to any specific points that are [expletive deleted]?
Affirm: The Key Question Facing This Stock Nov 17, 2022 10:59AM ET
yes, that's a weird error, I'll try and get it fixed. thanks for calling out.
Six Flags: It Wouldn’t Take Much For This To Get Better Aug 17, 2022 8:16PM ET
 I'd rather own the stock, honestly. The bonds are yielding 5.7-6.8%, so they depend as much on your thesis for broader interest rates as on the underlying business. On a relative basis, not sure I see the bonds as relatively attractive against other credit vehicles as I do the equity. I'd rather own the stock, honestly. The bonds are yielding 5.7-6.8%, so they depend as much on your thesis for broader interest rates as on the underlying business. On a relative basis, not sure I see the bonds as relatively attractive against other credit vehicles as I do the equity.
Six Flags: It Wouldn’t Take Much For This To Get Better Aug 16, 2022 11:05PM ET
They didn't declare bankruptcy in the 80s. Sold to Time Warner in 1991.  They did declare bankruptcy in 2009, but their balance sheet was in far worse shape. As detailed in the longer version of the post, their financial situation is much improved, and bond markets are pricing in minimal solvency risk.
A Closer Look Suggests It’s Still The ‘Same Old’ IBM Jul 19, 2022 9:04PM ET
thanks for reading!
Netflix Stock Is Tough To Value — And To Recommend Apr 28, 2022 8:54PM ET
definitely. one of the questions I didn't really cover here too is how much cost they can cut. I mean, they're spending $100M+ a year on big-name comedy specials. The South Park joke, "This is Netflix, you're green-lit, who I am speaking with?" was funny for a reason (and that was five years ago!)