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#	AUTHOR DATE SUBJECT
16	member 3/17/19 4:37AM Re: Re: Re: EPS 15
I agree the risk reward is better on the long side and that many things make this an unattractive short (not least the insane borrow cost). But that doesn’t automatically make it a long. Maybe... login to read the rest view available tags
14	member 3/15/19 5:58PM Re: EPS 13
why are you so sanguine on the margin deterioration in the guidance? point taken that they are not losing share...but isn't the point that they are having to spend more in promotional expenses/new product development,... login to read the rest 2 view available tags
12	member 1/31/19 4:02PM Re: mgmt and board dumping stock 11
The mgmt selling has been small recently unless I am missing something on Bloomberg. VTB has been in a long time up and down and is selling which has been a constant. That said, I -1 view available tags
11	member 1/31/19 2:28PM mgmt and board dumping stock
Hi bedrock, Id be a lot more comfortable going long if we didnt see aggresive selling from management and Mr Fox from the time the stock went over $15 to last week even. Hard to get... login to read the rest 1 view available tags
10	member 1/17/19 5:38PM NFLX on Fortnite
Netflix Sees the Fortnite Video Game as a Bigger Rival Than HBO 2019-01-17 21:34:42.802 GMT By Nick Turner and Christopher Palmeri (Bloomberg) -- The HBO network, now part of AT&T Inc.’s media-and-telecom empire,... login to read the rest 1 view available tags
9	member 1/17/19 3:35PM Re: Re: Re: Re: NPD 8
No. I still think the Fortnite phenom has changed gaming and the need for headsets. I think current levels price in too big a decline. That said, the market has corrected and HEAR has held... login to read the rest 1 view available tags
8	member 1/17/19 2:18PM Re: Re: Re: NPD 7
i wasn't able to find the november numbers until a few days ago. They were strong. The big debate is of course what is 2019 revenues (and ebitda) going to be. I think the company... login to read the rest view available tags
7	member 1/17/19 1:37PM Re: Re: NPD 6
I don't get the data, but it usually leaks via the sell side. view available tags
6	member 1/17/19 1:26PM Re: NPD 5
i was told that NPD data was up "approximately" 80% in November. December data comes out soon. The key point is what are 2019 revenues going to be. It's pretty clear that they were conservative view available tags
5	member 1/14/19 11:00AM NPD
hi bedrock, do you have the NPD sales data for november? thanks. any update in the last month and a half? appreciate it. view available tags
4	member 11/26/18 7:25PM Re: question and Katana 1
Heffer, I am not sure that I understand your question. Are you saying that the go forward revenue is being dictated by consoles only (not PCs) and that 40mm consoles sold at 50% attach rate equals... login to read the rest 3 view available tags

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			2018	2019
Price:	14.77	EPS	0	0
Shares Out. (in M):	17	P/E	0	0
Market Cap (in $M):	244	P/FCF	0	0
Net Debt (in $M):	0	EBIT	0	0
TEV (in $M):	244	TEV/EBIT	0	0

Description

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