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Thread: Mel Speaks - Spencer Weeps

  1. #21
    Sirius Roadkill is offline
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    Spencer Osborne says:
    April 11, 2011 at 4:59 pm

    "What I look at is the overwhelming popularity and name recognition that Pandora enjoys."

  2. #22
    Sirius Roadkill is offline
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    Spencer Osborne says:
    April 11, 2011 at 10:50 pm

    "IMO pandora is not over-hyped. They have brand and name recognition and many users who simply love the service."

  3. #23
    Sirius Roadkill is offline
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    Spencer Osborne says:
    April 11, 2011 at 10:53 pm

    "The company (Pandora) went from $15 million losses a year earlier to a few hundred thousand. That is how I can state that they are on the verge of profitability. Pandora’s Q2 and Q3 last year were profitable. I would bet that my analysis will be closer than that of Bloomberg."

  4. #24
    Sirius Roadkill is offline
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    spencer says:
    April 11, 2011 at 10:12 am

    "I think the numbers speak otherwise. There were 3.9 BILLION hours of Pandora listened to in the last year! Sirius XM has about 16.6 million self paying subscribers."

  5. #25
    Sirius Roadkill is offline
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    Spencer Osborne says:
    March 3, 2011 at 7:57 pm

    "Couldn’t tell you what is happening in the forums, as I rarely visit them. If they are used that is great, if not, oh well. I am not into the cheerleading type stuff that typically transpires in forums and am not about to become a regular poster simply to create conversations. Not my thing."

  6. #26
    Sirius Roadkill is offline
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    Spencer Osborne says:
    March 3, 2011 at 3:04 pm

    "Some love to paint pandora users as people who have no money and only want free. Whether or not a service makes money is not really relevant."

  7. #27
    Sirius Roadkill is offline
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    "Pandora impressed investors this week when it revealed it now has 125 million registered users, up from 80 million just under a year ago. It also now claims an average listener of 18 hours a month, which analysts said is six times more than its closest competitor Clear Channel’s iHeartRadio."

    Read more: http://www.nypost.com/p/news/busines...#ixzz1jYAAiXNo


    Setting the "registered users" propaganda aside . . . which even Spencer's buddy Jim Cady acknowledged is blatantly misleading, if Pandora has an average listener of 18 hours a month . . . which is "six times more than its nearest competitor iHeartRadio" . . . we can conlude that iHeartRadio has an average listener of 3 hours per month (18/6=3).

    TSL

    p.s. The New York Post forgot to mention:

    Jun 15, 2011 20.00 26.00 17.35 17.42 42,152,450
    Jan 13, 2012 11.84 12.11 11.55 12.01 1,248,840

    So, if you bought-in to Spencer's thesis, and got in early . . . you're only down 40%

    If you are feeling bad about your losses, just remember, making money is not really relevant.
    Last edited by Sirius Roadkill; 01-15-2012 at 05:54 PM.

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