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Deja Vu  

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  • Musk reveals dual-motor Model S with F1 acceleration [View news story]
    This tops the Ackman "death blow" for overpromising and underdelivering.
    Oct 10, 2014. 08:27 AM | 1 Like Like |Link to Comment
  • How High Can Icahn Drive Apple Shares? [View article]
    IMHO, Icahn/IEP are probably in dire straits after Icahn's howlers in Hertz, Talisman, Herbalife and Chesapeake (and probably maybe even ebay). Icahn needs a big win to offset those losses. I have a feeling after watching the price action over the last 2 months, Icahn tried to spark a rally several times around 103-104 and is holding the bag on a lot of stock at higher prices than his original investment.

    This is some sort of desperate plea. His letter is so filled with the rosiest projections and so devoid of evaluation of any risk factors, it could have been written by some novice. Appending his name to this missive bespeaks immense judgement clouding anxiety.

    The most useful thing I got out of that letter was a hankering to short IEP. True he promised he won't sell into the tender. He might sell into the rally before the tender or mark to market his gains to make IEP look better after his disastrous investments in other companies.
    Oct 9, 2014. 08:20 PM | 3 Likes Like |Link to Comment
  • GT Advanced Technologies: What Went Wrong And What Investors Need To Know About The Bankruptcy Process [View article]
    How about maybe thinking that GTAT declared bankruptcy as they saw that the sapphire they produced maybe has no large scale use case? In the end physics and chemistry can't be PRed away. It's brittle and light absorbing compared to gorilla glass.

    Gorilla glass languished for decades without a use until smartphones happened. Maybe, just maybe, the sapphire is the gorilla glass of a few decades ago, a solution for a problem that isn't here yet.
    Oct 9, 2014. 03:59 PM | 4 Likes Like |Link to Comment
  • Carl Icahn posts open letter to Apple [View news story]
    Icahn's other investments aren't doing so hot (TLM, HLF) he must be getting a little desperate...even ebay has faded after the pop....
    Oct 9, 2014. 10:15 AM | Likes Like |Link to Comment
  • Carl Icahn posts open letter to Apple [View news story]
    Icahn opened his mouth and removed all doubt....
    Oct 9, 2014. 09:46 AM | 1 Like Like |Link to Comment
  • Oppenheimer upgrades Apple; iPhone demand reportedly causes iPad delay [View news story]
    All this smacks not a little of ppl pumping GTAT with non existent product lines...
    Oct 9, 2014. 09:39 AM | 1 Like Like |Link to Comment
  • Lululemon men's store coming this fall [View news story]
    Only word for this is "Noooooooooooooooooooo...
    Oct 8, 2014. 03:42 PM | Likes Like |Link to Comment
  • Apple sends out invites for October 16 event [View news story]
    Next year this time, an Apple lawsuit against Samsung, claiming to have "innovated" split screen multitasking, seeking a ban on all Samsung devices that have split screen multitasking.

    Sad part is, some low information jury in Cupertino will actually award Apple a gazillion bajillion too.
    Oct 8, 2014. 03:16 PM | Likes Like |Link to Comment
  • A Lesson Learned: The Unfortunate Case Of GT Advanced Technologies [View article]
    GTAT is one of my greatest regrets. After I investigated the mechanical/optical properties of sapphire, I realized that a sapphire screen would be a very inferior screen, all things considered.

    I considered shorting GTAT via puts, but Apple's well known penchant for crippling their own devices suggested to me that they might well put a brittle sapphire screen with reduced optical transmissiblity (and hence reduced battery life via more backlighting) and give it some fancy name (iDiamond?).

    My assessment of Apple fans/ iPhone owners was that no matter how bad the actual product was, the fans would lap up the fancy name ("retina" display, hahaha) and lapdog media would publish fawning reviews of the deliberately inferior product (4 inch screens up until now - "perfect size").

    Therefore, though knowing that sapphire screens were inferior on the whole to gorilla glass, I factored in a strong possibility they would be used, and GTAT stock would soar.

    Another factor that inclined me to short GTAT was the fact that Apple suppliers basically make razor thin margins and so even if GTAT had supplied the screens it would have been unlikely to have earned much from the dubious honor of being an Apple supplier.

    Well, there's always the Tesla bankruptcy to look forward to. I did well out of the AONE disaster after they built the battery factory in Livonia.
    Oct 8, 2014. 02:44 PM | Likes Like |Link to Comment
  • Florida pension fund to pull Pimco investment [View news story]
    If a pension fund is pulling pension money - money that is supposed to be conservatively invested - because one guy left a firm, then I would question the decision to place the money in Pimco in the first place.

    What if that one guy had got hit by a truck? How do you place money in one of the largest funds with many others who invest based on the "one guy" thesis? If that one guy got hit by a truck, wouldn't everyone head for the exits at the same time forcing a fire sale of assets and maybe a haircut for the investors?

    If I were a pensioner, I would sue the decision makers at the funds that put the money and are now withdrawing it, for making a highly irresponsible decision to invest in "one guy".

    Now cue the "warren buffet" choir.
    Oct 8, 2014. 09:49 AM | 3 Likes Like |Link to Comment
  • Report: Herbalife expects disciplinary action from FTC, but no shutdown [View news story]
    Alfred E. Herbalife "What, me worry?"
    Oct 7, 2014. 02:58 PM | 2 Likes Like |Link to Comment
  • Here's Why Apple Has Samsung Beat On The High End [View article]
    any comment on why black market prices in India and China are little more than cost (plus costs of smuggling)?
    Oct 3, 2014. 12:43 PM | 2 Likes Like |Link to Comment
  • Facebook plans entry into healthcare [View news story]
    One wonders, why people who generally don't follow doctor's advice, usually follow advice of random strangers and acquaintances much more faithfully and then refuse vaccines, refuse chemo, refuse surgery, drink random concoctions, give themselves coffee enemas - FB will be a breeding ground for this sort of "healthcare". Ridiculous initiative.
    Oct 3, 2014. 09:33 AM | 2 Likes Like |Link to Comment
  • JPMorgan denies latest computer hacking story [View news story]
    "A storm in a tea cup" Said the spokeswoman.
    Oct 2, 2014. 03:10 PM | Likes Like |Link to Comment
  • GoPro -10.2%; founders' organization released from lockup [View news story]
    this was discussed on CNBC yesterday by why the crash? wasn't it baked in?
    Oct 2, 2014. 11:15 AM | Likes Like |Link to Comment