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  1. Sirius Roadkill is offline
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    01-15-2012, 01:17 PM #21
    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. Sirius Roadkill is offline
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    01-15-2012, 01:20 PM #22
    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. Sirius Roadkill is offline
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    01-15-2012, 01:23 PM #23
    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. Sirius Roadkill is offline
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    01-15-2012, 01:27 PM #24
    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. Sirius Roadkill is offline
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    01-15-2012, 01:31 PM #25
    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. Sirius Roadkill is offline
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    01-15-2012, 01:33 PM #26
    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. Sirius Roadkill is offline
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    01-15-2012, 01:43 PM #27
    "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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