My diagram compares the Static Loss data presented in the Q2 2014 10-Q versus the 2013 10-K. For some reason the numbers are different and I have no idea why. I honestly don’t have any good theories.
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Author: GlennC
(CONN) Conn’s lending practices
(This is not a short writeup where I say what I truly think. I don’t like doing such writeups because I don’t want to get sued.)
In a nutshell, I think that it is worth taking a deep dive into Conn’s lending practices. In my opinion, the 10-Ks and 10-Qs seem to ignore some important ‘nuances’ of Conn’s lending practices.
An investor’s guide to search engine optimization (SEO)
Search engine optimization is about getting a website to rank higher in search engines. The goal is to increase web traffic without having to pay for ads.
This primer on search engine optimization is relevant to these stocks:
- RetailMeNot (SALE)
- Demand Media (DMD)
- Search engines (GOOG, Yahoo Japan, IACI/Ask.com, MSFT/Bing)
- Phone book companies (YLO.TO, DXM)
- Somewhat relevant to online e-commerce companies (AMZN)
SCTY and solar subsidies
There are subsidies specific to residential solar that aren’t available to other forms of solar. Essentially, homes without solar subsidize the ones with solar by paying higher electricity rates. I don’t think that this is sustainable in the long run. For there to be more residential solar, electricity rates will have to go higher and higher. (Ironically this improves the economics of subsidized residential solar.) At some point, I think that voters will ask for lower electricity bills. Eventually, politicians “ought” to reduce residential solar subsidies.
(The analysis in this post is superficial. I apologize in advance.)
Avid’s restated financials
There’s some interesting stuff in the latest 10-K that Avid has filed. While some of these details are good for the short thesis, I still think that there are better shorts out there.
Restoration Hardware Q2 2014 notes
I think that investors should pay attention to all of the costs being capitalized in the latest 10-Q.
Book summary: A Curious Discovery
John Hendricks, the founder of the Discovery Channel (DISCA/B/K), wrote a book on his life story. Here are my key takeaways from the book.
