Kevin Frey - Latest Comments

Re: Happy Path

andyswan — Thu, 02 Oct 2008 10:10:57 -0000

So THAT is what the masseuse was talking about!

Re: Skills, and Perceived Limitations

andyswan — Thu, 02 Oct 2008 10:09:20 -0000

If you find the "what do you do" question irrelevant, then you either aren't answering it accurately or you are doing the wrong things.

Re: Skills, and Perceived Limitations

freydonald — Wed, 01 Oct 2008 21:08:45 -0000

nice perspective, especially to someone who is marginal at a lot but expert at nothing (me). keep rockin it out and i'll tell you what you can't do later :) btw who gave you permission to blog, it's not in your skill set...

Re: Happy Path

Kyle Bates — Mon, 29 Sep 2008 23:35:25 -0000

Nice post! I've got a simple but complex Happy Path.

Re: What Your Missing in Managing

kevinfrey — Fri, 12 Sep 2008 10:04:04 -0000

Ah, Nick is a super good guy, sharp too. It is quite ironic to meet through the world of the intarwebs yet we are working within the same 4 walls ;). I like that quote.

Re: What Your Missing in Managing

derekhall — Fri, 12 Sep 2008 09:26:14 -0000

Amen. Reminds me of a quote that I can't find at the moment that essentially said 'If you are leading and no one is following, you're just out for a stroll'. I came across this blog through a mutual friend nickhuhn. Funny that we've never really met but work at the same company.

Re: How to Get There

kevinfrey — Tue, 26 Aug 2008 11:10:22 -0000

5.) Eat lunch at Moe's regularly and talk to smart people.

Yeah, to your point I never understand people in that last mile. Your 95% of the way there, figure out how to deliver. Even if your wrong initially, you can rinse and repeat the steps above to get back on track.

Re: How to Get There

andyswan — Tue, 26 Aug 2008 10:40:58 -0000

4 (goes with momentum): Follow through---get that LAST MILE done. That's a big one where I've seen soooo many people drop off. It's possibly related to fear of judgement/failure....you know...the projects your friends are working on that always seem to be "in beta"...but never "out there".

Seth Godin's "the dip" is a good book for this...but really it's just about stepping outside naked in the cold and showing the world what you have...shrinkage be damned.

Re: Elephant Gun Blasted

kevinfrey — Fri, 08 Aug 2008 11:30:12 -0000

You didn't read the fine print on my site. It says the internet was solely invented for blatant plagiarisms. I work off that premise.

Re: Elephant Gun Blasted

andyswan — Fri, 08 Aug 2008 10:58:38 -0000

You'll be hearing from my intellectual property attorney

Re: What Your Missing in Managing

andyswan — Fri, 08 Aug 2008 10:57:56 -0000

So true. Sometimes I think that managers are better when they have no clue how employees do their jobs, just IF they do them

Re: Beautiful Blue Sky

kevinfrey — Tue, 22 Jul 2008 09:26:10 -0000

Yeah, if you can't tell I'm chomping at the bit for pursuing
opportunities...Its in my makeup.

Re: Beautiful Blue Sky

joewheeler — Mon, 21 Jul 2008 21:01:56 -0000

You know what I see most in this post is not the exact target but rather words like "happy", "interests", "rewarded", "execution", "super interesting"

These words are what make it "ok" for entrepreneurs to take action and inherent risk.

BTW, I do like the target in this post also....wasn't trying to discount it; just reacting to what I noticed most.

Re: Beautiful Blue Sky

kevinfrey — Mon, 21 Jul 2008 16:23:07 -0000

Couldn't agree more. That's what I spent the afternoon doing ;). Coming out of the clouds and onto implementation.

Re: Beautiful Blue Sky

andyswan — Mon, 21 Jul 2008 15:53:12 -0000

Yep yep....I'm pretty much in love with the idea of taking anything that's successful on a "broad" scale and moving it into a niche that you know something about. Quick note on blue-skying though....don't let yourself get lost staring up at the clouds...once you get the idea, get your head down and start MOVING! :)

Re: Knock, Knock

kevinfrey — Sat, 19 Jul 2008 23:55:06 -0000

Spoken like a true financial engineer. Thats why I love your analysis,
McLarty. Who doesn't like putting numbers behind this sentiment thing we're
following? Keep this stuff coming and thanks for the input. My thoughts on
600 are irrational, but somethings seem to work that way. Still super long
GOOG as I think its a bargain.

Re: Knock, Knock

McLarty — Sat, 19 Jul 2008 15:32:03 -0000

GOOG got hammered then pinned. Plain and simple, expect more volatility short term, but shares should rise towards at least 522 within a few weeks...if things stay rational on the markets.

Where did i get 522?

Growth in EPS next 5 years at 26.5%, then growth declining at 10% per year. Anybody that buys under $522 today, and believes the aforementioned growth model, should expect more than 18% per year on their money over 50 years.

If people would be happy with 17 % per year, they should pay up to $582 per share, today. 17% on that, yields 680 - pretty close to your 700 target. We're on the same page.

One more model that says if GOOG goes bust, stops making money - in 20 years, and investors are fine with 10% yields, so long as GOOG's eps grow at least 25% the next 3 years, then growth slows by 20% per year...GOOG is worth $473 today.

...so many models say CHEAP stock. load up.

Long GOOG.

Re: Knock, Knock

kevinfrey — Fri, 18 Jul 2008 10:20:12 -0000

I don't know if it gets to 700 without printing some coin from another business line besides search. BUT, I do think 485 is cheap and 100 point price move wouldn't be out of the question. Would dabble in selling puts at this price in the short term.

Re: Knock, Knock

andyswan — Fri, 18 Jul 2008 09:53:20 -0000

Looks like GOOG is *searching* for a bottom too. I say buying opp comes on that stock soon....700 by this time next year.

Re: Knock, Knock

McLarty — Thu, 17 Jul 2008 10:10:42 -0000

hahaha...let's just cross our fingers your stock screen and our collective brain are right going forward...earnings are just around the corner and cocky stock gods are dishing out pain these days.

Re: Knock, Knock

kevinfrey — Thu, 17 Jul 2008 10:07:24 -0000

True! Huge props, but in my defense it had been showing up in my stock screens. I wasn't sold until you started chatting it up though ;)

Re: Knock, Knock

McLarty — Thu, 17 Jul 2008 10:04:33 -0000

...and no shout out on who told you about TEX....tsk tsk :P

Re: Of Markets and Music Theory

freydonald — Thu, 03 Jul 2008 14:47:13 -0000

I know I always sound smarter to myself after a drink or ten. I do like the music analogy though, I always figured I played too many right notes for me to ever make it big, if that's not the case at least let me think so.

Re: Of Markets and Music Theory

kevinfrey — Thu, 03 Jul 2008 13:40:12 -0000

I'm much more liberal with my drinking policy. It's my company that frowns
upon it. My argument to them, and anyone agreeing with them: Who doesn't
need a couple drinks to sound smarter?

Re: Of Markets and Music Theory

andyswan — Thu, 03 Jul 2008 11:41:21 -0000

Enjoying this market requires a certain level of intoxication....much like Jazz music. Unfortunately, I have a fairly strict policy against drinking prior to 11 AM on 4 weekdays.