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    Understood. Sorry I don't believe in technical...

    Understood. Sorry I don't believe in technical analysis at all. My numbers are based on projecting 19 cents FCF per share this year, 24 cents FCF ps 2015, and 30 cents FCF ps 2016. I think my 2016 is...
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    Are your targets based on FCF multiples or are...

    Are your targets based on FCF multiples or are they on EV/EBITDA multiples? Pretty aggressive dude. Love to know your numbers. Please post them. Thanks
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    Video - Barton Crockett downgraded Pandora...

    Video - Barton Crockett downgraded Pandora yesterday with an $11 price target

    http://finance.yahoo.com/video/pandora-downgraded-music-streaming-costs-152300413.html
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    Why do you think I was buying in the 3 dollar...

    Why do you think I was buying in the 3 dollar range earlier this year. First time I got interested in buying since Mel left. The stock was extremely undervalued based on Free Cash Flow per share. And...
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    Getting closer to my $3.80 2014 year end target....

    Getting closer to my $3.80 2014 year end target. 20 times FCF per share. Next up $4.80 year end 2015 and $6 year end 2016. FCF per share projected by the street to grow over 20% annually. Just as...
  6. Forget streaming, what about Live Nation?

    Over the years all the talk about Sirius is about going into or competing with the money losing streaming services. Pandora, Spotify Slacker, the list never ends. What about the music play that...
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    Sorry I don't post to penny stock gamblers like...

    Sorry I don't post to penny stock gamblers like you who have no clue how to value stocks and choose numbers out of thin air. As a media stock investor the last 22 years I took the time to learn...
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    When you really think about it, Sirius is in the...

    When you really think about it, Sirius is in the exact same position as it was almost a decade ago with investors. Everybody then thought iTunes would kill Sirius. Now it's streaming music. Remember...
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    As time goes on it is getting very obvious that...

    As time goes on it is getting very obvious that streaming music is competing with music downloads and not with sat radio. As streaming goes up downloads are going down. Not so with sat radio.

    Much...
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    So happy to hear Maffei finally agreeing with...

    So happy to hear Maffei finally agreeing with Meyer (and Mel I might add) in basically trashing the streaming music/internet radio business model. Finally. It makes me feel confident that they won't...
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    For all the techies that posted here over the...

    For all the techies that posted here over the years that forgot that business models matter -


    WSJ

    Era of Free Digital Music Wanes
    Artists and Labels Prod Music Services to Convert Listeners...
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    Totally disagree with Swinburne's Sirius...

    Totally disagree with Swinburne's Sirius valuation. They are growing EBITDA and FCF per share at 20%+ clips annually. At 20 time both metrics, which is logically warranted, you get about $5 by year...
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    Looks like an obvious lowball of guidance by...

    Looks like an obvious lowball of guidance by Meyer. REMEMBER last year's 4th quarter he got burned on a sub estimate that he had to tweak and the stock suffered badly. And I also remember him stating...
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    Albert Fried & Company downgraded Pandora Media...

    Albert Fried & Company downgraded Pandora Media Inc (NYSE: P) Thursday from Market Perform to Underweight and lowered its price target from $20 to $16.

    The report noted "critical issues with...
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    That's correct. For the last couple years since...

    That's correct. For the last couple years since Mel left the stock has been basically fairly valued at around 20 times EV/EBITDA with a 20% 3-5 year growth rate. Nothing to get excited about as it...
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    Yes I think you all should follow price...

    Yes I think you all should follow price predictions based on absolutely nothing instead of predictable future cash flows. Take care.
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    Take care penny stock gamblers who value media...

    Take care penny stock gamblers who value media stocks on air instead of EBITDA and FCF. You can find my posts on Raging Bull - Comcast and Sirius. I lost a lot of faith in Sirius after Mel left. I...
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    Sure I will link you to my Merrill...

    Sure I will link you to my Merrill account.......:rolleyes:
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    Again, just about all the analysts have put out...

    Again, just about all the analysts have put out reports on Sirius earnings yesterday. Extensive reports.
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    Totally untrue . Merrill came out with 2...

    Totally untrue . Merrill came out with 2 extensive reports (yesterday and today) that I read with a reiterated $5 target. Most all the analysts have chimed in. You guys just have not followed...
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    By the way Stephen I am very happy with Sirius'...

    By the way Stephen I am very happy with Sirius' potential right now as opposed to when Mel left. There were just so may question marks. New CEO, Apple entering radio, future of buybacks etc. The...
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    Nice article. You know Mel often said and Meyer...

    Nice article. You know Mel often said and Meyer now says that nothing stops Sirius from doing anything that the internet radio companies do.

    Question of business model I think. It's just a bad...
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    LOL Look at what Greenfield just wrote today...

    LOL Look at what Greenfield just wrote today again. How come nobody listened to him before? Mindboggling.

    Rich Greenfield ‏@RichBTIG

    Remember unlike @Netflix, there are no barriers to entry in...
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    Costs rising, Competition increasing, and Growth...

    Costs rising, Competition increasing, and Growth slowing. Quite honestly did any sophisticated investor not know what was coming here? I remember Greenfield at BTIG called this years and years ago. I...
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    Pandora crushed after earnings again...

    Pandora crushed after earnings again today.........What a surprise :rolleyes: Competition causing slowing of growth.

    When there is no barrier to entry for internet radio, how can anyone not have...
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