-
Recent Posts
Archives
Meta
Author Archives: Mario
BJ’s Restaurants Is Wildly Overvalued (BJRI)
I wrote this report last July when BJRI was just over $55. Now that seven months have elapsed and with the share price roughly back to those levels again, I thought it appropriate to share the analysis here on this … Continue reading
Arbor Realty: Signalling Value of Share Repurchase Programs (ABR)
When prompted for commentary on their current stock price, management teams will almost always tell you that their shares are undervalued, perhaps even desperately so. Even companies that have been awarded with the frothiest of valuations will typically only concede that they … Continue reading
What is Intertainment Media’s Ortsbo Worth? (INT)
This is not a post about what I think the online chat translator, Ortsbo.com, is worth. While I do not believe that it is worth very much at all, that is not what this post is about. This is a … Continue reading
Who Built This Tower of Babel, Part II (INT)
In part I of this two part series we explored Intertainment Media’s claims of having built the “powerful translation engine” that underlies their Ortsbo.com website. To summarize: those claims appear fanciful and are another example of the fantasy world that … Continue reading
Who Built This Tower of Babel? (INT)
“Ortsbo.com is taking a sledgehammer to the tower of Babel” — Gene Simmons Gene Simmons has penned a catchy lyric or two as a member of 1970s rock band Kiss, but let’s just say that biblical allegory isn’t exactly his … Continue reading
Through the Intertainment Media Looking-Glass (INT)
Intertainment Media is a very peculiar company which currently trades on the TSX Venture Exchange. In their own words, they are “a Rich Media Applications leader, focused on delivering leading edge technology and marketing solutions enabling clients to power enhanced … Continue reading
Salesforce.com’s (CRM) Nonsensical Non-GAAP Earnings
While I praised Salesforce.com on Tuesday for their stellar execution in growing the business over the last eight years, it’s now time for a little criticism. Salesforce.com (CRM) reported their Q1 results last week and also provided guidance for the … Continue reading
Salesforce.com (CRM) and the Cloud Revolution
Salesforce.com (CRM) is certainly one of the most remarkable growth stories of the past decade, having grown its business from $50 M in revenue in 2002 to over $1.6 B last year. That’s a 32-fold increase over a span of … Continue reading
Welcome
Welcome to my corner of the interweb, a site I have optimistically titled Market Beating. It is a value investor’s musings on specific companies, principles of security analysis, and related topics. While I may at times write about companies in which … Continue reading
Posted in Uncategorized
Leave a comment
