THIRD POINT REINSURANCE LTD TPRE
October 07, 2020 - 12:10pm EST by
member
| 2020 | 2021 | ||||||
| Price: | 7.27 | EPS | -.90 | 1.35 | |||
| Shares Out. (in M): | 93 | P/E | 0 | 5.4 | |||
| Market Cap (in $M): | 676 | P/FCF | 0 | 0 | |||
| Net Debt (in $M): | -470 | EBIT | 0 | 0 | |||
| TEV (in $M): | 206 | TEV/EBIT | 0 | 0 | |||
Description
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| 316 | |
must be my right thumb is all thumbs. i know how to set it up, but after a day or so, it says try again 3 times and then passes my to log in | |
| 314 | |
i an still trying to get my thumb ID to work on my iphone6, so i see more bs than $ | |
| 307 | |
In terms of value-add, here are my comments. Value-add may be overstating things.
If I'm not long or short, why have I made any comments at all? Simply put, I find the FanBoy attitude of "my... login to read the rest | |
| 306 | |
Siegfried,
I haven't been either long or short AAPL outright...ever. Don't have the patience to go back through the thread but I'm pretty sure I never indicated that I was involved on either side, and I... login to read the rest | |
| 303 | |
i will contribute just two thoughts.
first, let's acknowledge that this message must hold the vic record for the message with the most Re:s on the header. i understand that this is position will be hard... login to read the rest | |
| 299 | |
Biffins,
Clearly, you are either a poor person or a nerd who just wants to put dork shit on their phone. Please reengage once you have learned to appreciate good fit and finish.
zzz
p.s. I bet you | |
| 298 | |
Out of all the idea discussions on VIC, I found the debate about the merits of an investment in Apple probably the most tiresome, vacuous, emotional, and full of rhetoric a couple years ago.
I see... login to read the rest | |
| 297 | |
Go long AAPL. Risk is equivalent to betting that the sun will rise tomorrow. | |
| 295 | |
Is there any third party popular software written for Apple that is not writen for android or vice versa ? | |
| 292 | |
Bafana, you're inadvertantly proving Siegfried's point. All you want in a phone is core abilities for call/text/email and maybe one or two other things. So you buy a low-end phone once every five years and do relatively little... login to read the rest | |
| 290 | |
"Users like you, however, are a large part of why Androd is a comparitively valueless ecosystem"
Try tell this to mark the next time he says FB has cracked mobile. Surely his wasting his time chasing... login to read the rest | |
| 289 | |
I believe that's Symbian (mostly Nokia but also Ericsson, Samsung, Motorola, etc.)Also weren't Palm phones some of the original "smartphones"? I owned a Palm Treo once. | |
| 286 | |
In Central America right now. Same thing. Only apples to be found are from roadside vendors. Judging by most of the cars on the road, though, indigenous population probably not really into "fit and finish". | |
| 285 | |
I am traveling in Asia and I am seeing smart phones everywhere from cab drivers in India to tuk tuk drivers in Thailand. Same thing in sub Saharan Africa.
Everybody is now getting the Internet over the phone.
Android... login to read the rest | |
| 281 | |
Maybe what Google needs to do is in its up coming versions on android is create
(1) a very simple uncluttered version
(2) a professional version
These will be close sourced and charge for it
(3) leave the open... login to read the rest | |
| 276 | |
"I dont get it"
Finally an honest admission. Bafana, if you're still asking this question just accept that you don't get it and move on. There's no shame in it. I don't get the price of... login to read the rest | |
| 275 | |
I have a smart phone I bought for $50 and as far as I can tell it does everything my old apple phone could.
Make phone call: check
Send sms + Whatsapp: check
Get emails: check
Bloomberg app: check
I... login to read the rest | |
| 272 | |
Siegfried considers Android the "OS for poor people and nerds who want to run some custom dork shit on their phone."
I think of iOS as the "OS for stupid rich people who couldn't find a... login to read the rest | |
| 271 | |
Siegfried, you just restored my faith in humanity.
I looked back at your post #259 that I must have missed, and there is some confusion I want to clear up. You seem to think I used that... login to read the rest | |
| 263 | |
We found a new phase: Super-Delusion. It's probably because of the student loan bubble.
In all seriouness, Biffins, where's the short writeup? | |
| 255 | |
How do i message YCOMBINATOR on this vic platform? (i wish there were an app for that - yes i went there with that lame of a joke). I'd like to pull him (her? ..i... login to read the rest | |
| 254 | |
Yeah, that Einhorn guy is guilty of completely messing up his AAPL research. The poor guy only has 19.4% annualized returns for nearly 17 years, so he messes up all the time. Now, he's probably... login to read the rest | |
| 253 | |
It's not that valuation doesn't matter.... it's that simplistic P/E multiples don't work for stocks not growing in a steady state with little debate.
NFLX = a subscriber growth story. It's not up becase EPS was... login to read the rest | |
| 251 | |
Not to kind of stoke the fires on the debate on this one, which is on the verge of getting personal! And maybe this is more of a topic for the general discussion. Anyway I... login to read the rest | |
| 233 | |
While engagement metrics are one of the ways to try and quantify usability, the way one chooses to go about measuring engagement is subject to discretion. The math of statistics is not subjective but sample... login to read the rest | |
| 231 | |
“There are a couple challenges here for Apple. 1) Will the important innovations continue to be usability-based in the future? 2) Will the pace of innovation slow to the extent that the clones can "catch... login to read the rest | |
| 225 | |
With full respects to Olivia’s point, following-up on Utah’s questions and observations:
“I do think that hardware on the mobile side is in the 8th inning. We've mostly hit the natural limit of what these devices... login to read the rest | |
| 221 | |
The Jan 2013 issue of Consumer Reports is out. They rated smartphones, as they seem to do at least a couple of times a year. Hard to argue that they aren't one of the only... login to read the rest | |
| 220 | |
JetsFan -
- To say AAPL is not the most loved stock because it doesn't have the highest EBITDA multiple is silly. By that argument, what about companies that have negative EBITDA and a positive TEV,... login to read the rest | |
| 211 | |
It is fair that historical analogies have numerous differences from the iOS-Android discussion that can be picked at, but such differences are mostly peripheral to the main point. The discussion of feature parity, economics, and... login to read the rest | |