No Nonsense Sirius XM November Thread

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11-22-2015, 03:41 PM
SlapShot27

Quote:

Originally Posted by MUSCLE13

Brandon - I expect the NAV discount to disappear within 3 months. I totally agree with Malone's move, and I think it is very positive for Sirius long term as well as Liberty.

Denco is Brandon???!!!

Hey Denco, Can you refund me my membership fees for the last year of Satwaves? I was not satisfied with the content on the site;):cool:
11-22-2015, 05:42 PM
dm_4

Dallas wins.
11-22-2015, 07:07 PM
midas360

Happy for the boys but it's sad that they are dependent on 1 or 2 people to win. I hope they salvage the season.
11-22-2015, 07:37 PM
user34615145

Quote:

Originally Posted by SlapShot27

Denco is Brandon???!!!

Hey Denco, Can you refund me my membership fees for the last year of Satwaves? I was not satisfied with the content on the site;):cool:

Yep, and i'm somebody from his past as well I guess, and you probably are too. As you can tell from his posts, muscle exists in his own seperate reality. He's like the family crazy uncle.... We just nod and wink at each other and let him go off on his theories and tangents. He may be a bit off center, but he's part if the family and we miss him when he's not around.
11-22-2015, 08:25 PM
midas360

btw... Brandon started a NEW website called www.StockShortData.com

Don't be fooled... it's the same old grifter tactics. It's like those Chinese reseraunts that open and close under new names hoping one day someone will come and eat their food.
11-22-2015, 09:23 PM
midas360

@DM

Watch the tom brady part.

https://www.youtube.com/watch?v=s6rS5seKj9c
11-22-2015, 10:59 PM
dm_4

funny stuff :)
11-23-2015, 01:28 AM
SiriusBuzz

Quote:

Originally Posted by MUSCLE13

Some of media's highest EBITDA margin businesses come from areas where the company doesn't acquire any eyeballs.

Licensing content to other companies. Cable business to business services - its fastest growing revenue business, with its highest EBITDA margins - over 50%. Sirius even has a high margin business to business service that rivals its radio margins and thats its telematics business. They license to the car companies - White label business.

So, we wake up tomorrow and SiriusXM loses 50% of its "eyballs" (subs) we have nothing to worry about because.... EBITA?

You see the problem right? EBITA is great but no one single metric should be used to invest in stocks. If that were the case you could ignore all other news and just stare at EBITA all day.

BTW, if you are only concerned with investing long term, with no plans of trading like the "morons" on this forum. why do you bother reading news on a day to day basis? You've been sure of SiriusXM and their business/stock for years so, why even bother looking at the day to day detritus?

Quote:

Originally Posted by MUSCLE13

Compare it Sirius 5 year chart

http://www.marketwatch.com/investing...e=2&style=1013

People love that 5 year chart. What about those who have been invested for 10 years? That's one crappy long term investment!

But smart people would have just bought and hold right? Thats how you invest. Its not gambling, its mathematics.

Quote:

Originally Posted by MUSCLE13

Tell you what I do like for investors that don't follow the market intensely and even for those who do. Vanguard S&P 500 indexes. Provides diversification, international exposure (close to 50% of earnings come from overseas), good dividends, very low cost, and over the long term beats just about every other investment vehicle out there. Historically over about a century you get close to an 8 or 9% annual return (including dividends) at a very low cost. Hard to beat! Power of diversification really. They call diversification the "Only Free Lunch" in investing. As you get older you have to put some in bonds for when the market drops. You don't want to sell stocks for income in a down market, only in an up market, so bonds become a part. I would say 20%. Bogle says 40%, Buffett says 10%. One thing is for sure, bonds (short term, long term, tax free municipals etc) have to be a part in retirement. I think Mel has a large amount in municipals from his last CNBC interview.

Agree with Vanguard in general. Their ETF rates make everyone else look like crooks.

VIG and VOO have done me well over the years.
11-23-2015, 01:48 AM
SiriusBuzz

Quote:

Originally Posted by midas360

btw... Brandon started a NEW website called www.StockShortData.com

Don't be fooled... it's the same old grifter tactics. It's like those Chinese reseraunts that open and close under new names hoping one day someone will come and eat their food.

I heard he had to buy a new domain and start all over because... EBITA.
11-23-2015, 08:17 AM
user34615145

1 Attachment(s)

Losing Eyeballs.

How do you see EBITDA with no eyeballs?

Attachment 1620

Short term DIS should make a nice trade with Starwars etc.....long term, it could get ugly unless they figure things out and quick!
11-23-2015, 09:14 AM
midas360

:) and not very many eyeballs viewing his content. :)

Quote:

Originally Posted by SiriusBuzz

I heard he had to buy a new domain and start all over because... EBITA.
11-23-2015, 09:17 AM
dm_4

anyone else experience that annoying ad from timerland when you first log on here? Just comes out of nowhere and overtakes the site....i basically have to backtrack to get rid of it everytime, pain in the ass.
11-23-2015, 09:18 AM
midas360

Everyone here is Brandon. You haven't figured it out yet? He just sits and talks to himself, gets mad, leaves, comes back, rinse and repeat. J/K :)

Quote:

Originally Posted by SlapShot27

Denco is Brandon???!!!

Hey Denco, Can you refund me my membership fees for the last year of Satwaves? I was not satisfied with the content on the site;):cool:
11-23-2015, 09:20 AM
midas360

@dm... normally the ads are tailored to what you've been perusing before coming here. At anytime did you visit Timberland's website? If you have, that's why you see it. I get tired of it too but that's the downside of getting a free forum service like SB! THE AD FAIRY KNOWS WHERE YOU"VE BEEN!

Can you believe the Cowboys won? So without Romo, the Cowboys are nothing. I am still shaking my head. UNREAL!!!!

Quote:

Originally Posted by dm_4

anyone else experience that annoying ad from timerland when you first log on here? Just comes out of nowhere and overtakes the site....i basically have to backtrack to get rid of it everytime, pain in the ass.
11-23-2015, 09:29 AM
dm_4

Quote:

Originally Posted by midas360

@dm... normally the ads are tailored to what you've been perusing before coming here. At anytime did you visit Timberland's website? If you have, that's why you see it. I get tired of it too but that's the downside of getting a free forum service like SB! THE AD FAIRY KNOWS WHERE YOU"VE BEEN!

Can you believe the Cowboys won? So without Romo, the Cowboys are nothing. I am still shaking my head. UNREAL!!!!

But no Asian massage parlor ads pop up??
11-23-2015, 09:33 AM
dm_4

yeah football is fkd up man....dallas 3 and 7 yet the Gaints lead that division at 5-5. The two teams in between both lost. Giants lose a few and cowboys win a few they could be tied for first place lol. Shit like this happens in sports all the time. crazy. That is why i have not ruled the boys out yet.

They will have more than they can bargain for next week when they play Carolina 10-0. If Dallas can win that game...watch the F out, that will be a HUGE momentum turner.
11-23-2015, 09:51 AM
midas360

HAHA... I wonder what would happen if you did hit some massage sites? The Ad Fairy may show them :)

Quote:

Originally Posted by dm_4

But no Asian massage parlor ads pop up??
11-23-2015, 09:52 AM
midas360

Hey... The fans will take the win but it looks like the Patriots are blasting thru every team. Looks like a superbowl win. It's going to be fun watching everyone meet. :)

Quote:

Originally Posted by dm_4

yeah football is fkd up man....dallas 3 and 7 yet the Gaints lead that division at 5-5. The two teams in between both lost. Giants lose a few and cowboys win a few they could be tied for first place lol. Shit like this happens in sports all the time. crazy. That is why i have not ruled the boys out yet.

They will have more than they can bargain for next week when they play Carolina 10-0. If Dallas can win that game...watch the F out, that will be a HUGE momentum turner.
11-23-2015, 09:59 AM
dm_4

Feel good story of the day:

Tanner Brownlee's father was killed in the line of duty. He raised money to purchase his dad's old squad car, but a local rancher outbid him at the auction. That same rancher then immediately took the keys and handed them to Tanner

https://www.youtube.com/watch?v=Ikmxyo9OGdI&feature=youtu.be
11-23-2015, 10:50 AM
dm_4

Quote:

Originally Posted by midas360

Hey... The fans will take the win but it looks like the Patriots are blasting thru every team. Looks like a superbowl win. It's going to be fun watching everyone meet. :)

We have some key guys injured....lost Edelman (broken foot) should be back for playoffs, Lewis (out for season) and our offensive line is depleted. We play Bills tonight. One thing for sure.....Rex Ryan will be Blitzing the F out of us tonight. Should be an interesting game.

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