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Category: Seeking Alpha

Just How Risky Is Netflix At $100?

January 25, 2016 9:25 pmJanuary 25, 2016 9:31 pm Alessandro Pasetti

(This story first appeared on Seeking Alpha (SA) today, and was written by Alessandro Pasetti, the founder of Hedging Beta.) Summary I like Netflix. I like it even more when I consider the level of demand for its bonds in early 2015. Its cost of equity is rather low. Debt and price strategies… Read More

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Google’s Secret Weapon Is Not The Only Thing I Like

November 25, 2015 9:34 pm Alessandro Pasetti

(This story first appeared on Seeking Alpha (SA) today, and was written by Alessandro Pasetti, the founder of Hedging Beta.) Summary Pay attention to the traffic volumes mix and CPC into Q4. Discipline in cost management also will make a difference. Moonshots projects absorb a huge amount of capital but are necessary if Google… Read More

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Just How Bad Were Twitter’s Q3 Results?

October 28, 2015 12:42 pm Alessandro Pasetti

(This story first appeared on Seeking Alpha (SA) today, and was written by Alessandro Pasetti, the founder of Hedging Beta.) Summary Slowing user growth is a big problem for Twitter. Its income statement is mildly better than last year. Pay attention to its capital structure and to the composition of adjusted EBITDA going… Read More

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Stock-Based Compensation Up Or Down? Why It Matters For IBM

October 27, 2015 7:42 pm Alessandro Pasetti

(This story first appeared on Seeking Alpha (SA) today, and was written by Alessandro Pasetti, the founder of Hedging Beta.) Summary The debate rages on over the valuation of IBM. I don’t know who is right, but my attention has been caught by trends for one non-cash item: stock-based compensation costs. On the… Read More

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Is Twitter Cheap Enough At $30?

October 14, 2015 10:24 am Alessandro Pasetti

(This story first appeared on Seeking Alpha (SA) yesterday, and was written by Alessandro Pasetti, the founder of Hedging Beta.) Summary Twitter confirmed it will cut its global workforce, but its long-term strategy remains unclear. One big problem is that its adjusted operating cash flow isn’t growing fast enough quarter on quarter, so… Read More

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Why Pure Storage’s Debut Failed To Impress

October 7, 2015 7:19 pmOctober 7, 2015 7:19 pm Alessandro Pasetti

(This story first appeared on Seeking Alpha (SA) earlier today, and was written by Alessandro Pasetti, the founder of Hedging Beta.) Summary The tech sector needs a confidence boost, but those in the bear camp have been proved right so far. Stretched valuations and risk-off trades suggest it won’t be a… Read More

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