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Mr Wavetheory

Member since: Mar 16th, 2006

Mr Wavetheory's Latest Comments

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Luxist1 Comment
TUAW.com2 Comments
Engadget7 Comments
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AOL TV1 Comment
Download Squad3 Comments
PVR Wire1 Comment
DV Guru2 Comments
Joystiq Playstation1 Comment
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The Wireless Report2 Comments
The Unofficial Google Weblog4 Comments
BloggingStocks23 Comments
Blog Maverick7 Comments
The Jason Calacanis Weblog2 Comments
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Recent Comments:

Best & Worst: Whole Foods suffered from organics backlash; can we grow anew in 2007? (BloggingStocks)

Dec 25th 2006 4:11AM I've been a long time fan of Whole Foods Market, Inc. (Nasdaq WFMI), the largest distributor of organic food products in America. What I like best about the company is that it provides organic products that are certified organic, meaning the fruits and vegetables they sell are grown under stricter guidelines than your average farmer's market. Of course, it comes at a price and Whole Foods is facing an identity crisis.

http://mrwavetheory.blogspot.com/2006/12/whole-foods-bringing-venture-capital.html

Whole Foods Gets Into The Spa Business (Luxist)

Dec 25th 2006 4:10AM I've been a long time fan of Whole Foods Market, Inc. (Nasdaq WFMI), the largest distributor of organic food products in America. What I like best about the company is that it provides organic products that are certified organic, meaning the fruits and vegetables they sell are grown under stricter guidelines than your average farmer's market. Of course, it comes at a price and Whole Foods is facing an identity crisis.

http://mrwavetheory.blogspot.com/2006/12/whole-foods-bringing-venture-capital.html

Read More about the Whole Foods Killing or Helping Local Organic Farmers

Cramer says NYMEX IPO is overextended and Sears is a winner (BloggingStocks)

Dec 5th 2006 7:58PM The Nymex Holdings, Inc. IPO (NYSE NMX) is one of the most successful this year. Investors who bought it want to know: Can it go higher? Investors who don't own it want to know: Can I buy it lower? Let's cut to the chase. We all know we have a bubble in financial exchange stocks. The question is: Is this the beginning or the end of a bubble? I think we're at the beginning of a bubble and to settle this question once and for call, I am making a Henry Blodget type call. My price target for Nymex: $500.

http://mrwavetheory.blogspot.com/2006/11/nymex-ipo-why-nymex-holdings-is-worth.html

Do Goldman Sachs senior partners discriminate against candidates with hair? (BloggingStocks)

Oct 14th 2006 4:58AM The Partnership Lottery at Goldman Sachs

Great article about the partnership lottery at Goldman Sachs (NYSE GS). Every year 300 people compete for a shot to take home a $7 million bonus/salary. Below are the juicy bits.

"The $7 million lottery. 25% Chance to win."
Goldman will announce on Oct. 25 its new class of partners, who will join the 287 who currently hold that title. Last year, that group shared more than $2 billion, or about 20% of the total compensation Goldman paid to its more than 25,000 employees world-wide, according to people familiar with the matter. That averages out to about $7 million per partner.

"Getting Graded - A, B, Cs"
Candidates were divided by letter grade into three categories -- A's, B's and C's. The C's were the long shots. "I can tell you that for anyone who is a B or a C in this process, it's the first time in their lives they've ever been ranked that," says Gary Cohn, Goldman's co-president, who oversees the process.

More ...

http://mrwavetheory.blogspot.com/2006/10/partnership-lottery-at-goldman-sachs.html

BofA analyst downgrades AmeriTrade ahead of BofA free stock trading offer (BloggingStocks)

Oct 14th 2006 4:57AM This is one of the most hilarious downgrades.

http://mrwavetheory.blogspot.com/2006/10/bofa-analyst-downgrades-ameritrade.html

Can Google squeeze enough out of YouTube to recoup $1.65 billion investment? (BloggingStocks)

Oct 10th 2006 8:20AM Below are the Google (Nasdasq GOOG)/ Youtube comments from Wall Street Analysts. All of the firms below make markets in Google stock and/or options, so take their advice with a grain - make that 2 grains - of salt.

While it is counter to Google's general preference to build rather than buy, and the company already has a similar offering in Google Video, we believe Google recognizes the value of YouTube's leadership position and its strong brand name in the fast-growing video space. … By owning YouTube, Google may be able to bring content holders to the negotiating table earlier and in a more strategic way than otherwise might be possible.
--Douglas Anmuth at Lehman Brothers, who has an "overweight" rating and $530 price target
* * *
http://mrwavetheory.blogspot.com/2006/10/google-youtube-wall-street-analyst.html

Google YouTube combination makes Google the master of web based video (BloggingStocks)

Oct 10th 2006 1:45AM With that big $1.65 billion price tag, you bet everyone is wondering who is going to get bought next after YouTube? Google (Nasdaq GOOG) is out of the game but there are many more buyers. I took a look at Yahoo's directory of video sharing services, DMOZ, etc. - hey, Yahoo! Inc. (Nasdaq YHOO) is good for something too you know. They have a great directory. Here they are. My 25 sites that can be bought next in no particular order.

1) PutFile
2) Ourmedia
3) ZippyVideos
4) Vimeo
5) Metacafe
6) Veoh
7) DailyMotion
8) Castpost
9) Revver
10) VideoEgg
11) Str8Up
12) Dropshots
13) GoFish
14) VidiLife
15) Eyespot
16) StreetFire
17) Clipshack
18) VideoSift
19) Videobomb
20) vMix
21) MotionBox
22) vSocial
23) VapShare
24) Pickle
25) 247Show

http://mrwavetheory.blogspot.com/2006/10/who-will-get-bought-next-after-youtube.html

Can Google squeeze enough out of YouTube to recoup $1.65 billion investment? (BloggingStocks)

Oct 10th 2006 1:45AM With that big $1.65 billion price tag, you bet everyone is wondering who is going to get bought next after YouTube? Google (Nasdaq GOOG) is out of the game but there are many more buyers. I took a look at Yahoo's directory of video sharing services, DMOZ, etc. - hey, Yahoo! Inc. (Nasdaq YHOO) is good for something too you know. They have a great directory. Here they are. My 25 sites that can be bought next in no particular order.

1) PutFile
2) Ourmedia
3) ZippyVideos
4) Vimeo
5) Metacafe
6) Veoh
7) DailyMotion
8) Castpost
9) Revver
10) VideoEgg
11) Str8Up
12) Dropshots
13) GoFish
14) VidiLife
15) Eyespot
16) StreetFire
17) Clipshack
18) VideoSift
19) Videobomb
20) vMix
21) MotionBox
22) vSocial
23) VapShare
24) Pickle
25) 247Show

http://mrwavetheory.blogspot.com/2006/10/who-will-get-bought-next-after-youtube.html

Google's YouTube acquisition is official (Download Squad)

Oct 10th 2006 1:43AM I wrote that Google should buy YouTube and how Mark Cuban was wrong about YouTube. My argument is strictly based on valuation of comparable companies in the space - that is a company like YouTube is more similar to Comcast than it is to WPP. In defense of Mark Cuban, I do want to mention that Mark is right about one thing. All of this is being made possible my magical Google stock which is building in very aggressive assumptions about its growth trajectory. Depending on whose numbers you believe at any given them, Google would have to grow 70-90% annually to justify its current valuations. That is a crazy assumption that investors are making. However, if everyone is crazy, some of us are less crazy than others for doing crazy things. Google, Larry, Eric, and Sergei are not crazy. They are in fact the few who are less crazy than others for doing the deal. The crazzies are the investors and analysts who got the stock to $500 in the first place.

http://mrwavetheory.blogspot.com/2006/10/165-billion-for-youtube-btf.html

I still think Google is crazy :) (Blog Maverick)

Oct 10th 2006 1:00AM With that big $1.65 billion price tag, you bet everyone is wondering who is going to get bought next after YouTube? Google (Nasdaq GOOG) is out of the game but there are many more buyers. I took a look at Yahoo's directory of video sharing services, DMOZ, etc. - hey, Yahoo! Inc. (Nasdaq YHOO) is good for something too you know. They have a great directory. Here they are. My 25 sites that can be bought next in no particular order.

1) PutFile
2) Ourmedia
3) ZippyVideos
4) Vimeo
5) Metacafe
6) Veoh
7) DailyMotion
8) Castpost
9) Revver
10) VideoEgg
11) Str8Up
12) Dropshots
13) GoFish
14) VidiLife
15) Eyespot
16) StreetFire
17) Clipshack
18) VideoSift
19) Videobomb
20) vMix
21) MotionBox
22) vSocial
23) VapShare
24) Pickle
25) 247Show

http://mrwavetheory.blogspot.com/2006/10/who-will-get-bought-next-after-youtube.html