I have been a longtime Dropbox user, but switched to Box when they offered 50gb of free storage to new users. It was an easy switch since Box works in exactly the same way.

Being a Box fan, I was excited about the IPO, though admit I was wary of all the copycat cloud storage providers these days, including the major companies' like MSFT, AMZN, GOOG, etc. But this article has seriously raised my eyebrows. I'll be putting this stock on the back-burner, thanks.

Thanks for your reply, I'll concede your point which is a valid one. Thanks again.

While I think you that you are right on the money for the most part - during a tough economy people will spend more at less expensive venues. But that's where my agreement ends.

While I enjoyed your article, I think this is overly simplified. For one thing, as you admitted, this is not an Apples to Apples comparison. The simple act of eating at home vs/ eating in store creates a huge discrepancy in price. Wouldn't it be better to compare Chipotle to McDonalds or Taco Bell? And if so, why aren't those companies gaining more market share at a comparable rate?

I still think we have major case of deflation on our hands and that will not be positive for gold in the med to long term.

Bullish Seahawks! This is a wildly most excellent post! And the rest is pretty good too, but I almost didn't read that far.

Good point. Personally I don't care if Apple invents new products. Their magic is in taking current products and making them even better.

Sure but this isn't just a delay, this was put on a hold. FOUR years ago! I don't believe the FDA lags THAT far behind.

The low cost in oil accounts for between 50 and 20 percent of airlines expenses which to me is a much larger cost reduction.