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  • Tesla Will Lead In Self-Driving Vehicles [View article]
    Yesterday at the shareholder's meeting: "So I think we are making some really good progress on the autopilot side, and I am confident that in less than a year you will be able to go from highway on ramp to highway exists without touching any controls." Seems to coincide nicely with Model X ramp up next spring. On ramp to exit ramp is a pretty huge step forward.
    Jun 4 04:31 PM | 4 Likes Like |Link to Comment
  • Is Tesla The New Qualcomm? [View article]
    Interesting article, nice to see a bear perspective fleshed out by more than simply saying TSLA is overvalued, you definitely bring up some valid points. One point that might be useful if you think the Qualcomm/Tesla comparison is worthwhile is to take a look at the price to book of Qualcomm over time and compare it to Teslas, I would venture a guess ( I haven't looked at it) that QCOM's p/b was quite high around 99', much higher than TSLA now, and I would also guess that TSLA's growth potential is much faster and robust, so that might be worth taking a look at and seeing how it adds to the comparison.
    May 13 11:22 AM | 1 Like Like |Link to Comment
  • Neuralstem's Cell Therapy Is Working, And This Is Just The Beginning [View article]
    Is there an estimate for when Phase 2 will be completed?
    May 7 10:25 PM | Likes Like |Link to Comment
  • Positive Signs From Neuralstem's Phase 2 ALS Trial [View article]
    Thanks, I hope they find a way to speed through phase II or publish interim data to the FDA, this therapy really ought to be in broader use by now.
    Apr 18 02:36 PM | Likes Like |Link to Comment
  • Positive Signs From Neuralstem's Phase 2 ALS Trial [View article]
    Have they ever mentioned when the Phase II is planned to conclude or if there will be an interim update?
    Apr 17 11:23 PM | Likes Like |Link to Comment
  • Time To Back Up The Truck On Cytomedix? [View article]
    That was a good report, glad to see them getting Autologel on the market and to medical providers. Seems like they have a full plate for now but is there any talk of applications outside of wound care like burns or cosmetic? Seems like it could serve as a useful supplement or even a replacement for a pretty wide swath of treatments.
    Apr 4 04:36 PM | Likes Like |Link to Comment
  • Why Seeking Alpha Embraces Pseudonymity [View article]
    P.S. When I wrote "Or often you get halfway through an article ..." I should have said every once in a while, not often, didn't mean to sound overly critical, just constructive.
    Mar 20 01:21 AM | 1 Like Like |Link to Comment
  • Why Seeking Alpha Embraces Pseudonymity [View article]
    Eli,
    Thanks for that well thought out policy explanation, the use of pseudonyms is tricky but hopefully most who do so do it for good reasons. Glad to know you guys are thinking about things like that. One other thing that concerns me with SA sometimes is that in some sense SA is a place where people come to be educated in finance, business, economics etc. A reader or contributor could be a seasoned hedge fund manager or a novice with almost zero investing experience. Both can probably have worthwhile contributions as long as they are clear about where they are coming from, but with the growth of SA, one of the things I've noticed is that more and more of the contributors aren't really qualified to be "educators" in those subjects in the sense that they often do not actually know the definitions of the terms or concepts that they are using, and yet they have a platform to "teach". Or often you get halfway through an article only to realize that the author doesn't actually understand what they are talking about in spite of their bio suggesting that they are experts. Moreover, I know of at least one pretty prolific contributor who has written over 20 articles about one company/industry and been wrong in pretty much every sense every time. Disagreement and contrarian ideas are important, but 20+ wrong articles in a row doesn't really seem like it should happen, it's a disservice if SA is incorrectly educating people for clicks. If SA wants to keep growing I'm not really sure there is an easy fix for the issue, it may just come down to quantity vs quality and of course being clear about their qualifications. But one thing I was thinking might help is to loosen the idea that every article has to be an actionable suggestion that is written authoritatively, that way someone who isn't qualified to write authoritatively but still wants to contribute and maybe start an insightful discussion can write an article without feeling like they have to misrepresent themselves and sound like a professional. Of course that doesn't solve the problem when well qualified authors write authoritatively and are just wrong. Anyway I'm sure that's stuff you already consider, just my 2c, hope it's constructive.
    Mar 20 12:47 AM | 1 Like Like |Link to Comment
  • Galena: Setting The Record Straight [View article]
    So maybe to steer the conversation towards what seems like the most relevant thing: how good is Neuvax? I've only loosely been following GALE, so maybe some of these questions are already answered, but is it looking like Neuvax is best suited as a treatment, as a vaccine? What kind of efficacy is it looking like? Does it offer something better than the current standard?
    Mar 18 06:56 PM | 1 Like Like |Link to Comment
  • Tesla's Deflationary Creative Destruction Has Not Even Begun [View article]
    +1 Tesla might be overvalued but that doesn't mean it's a great short right now. The sooner you exit a bad trade, the sooner you can enter a good one.
    Mar 18 05:55 PM | 2 Likes Like |Link to Comment
  • Tesla's Deflationary Creative Destruction Has Not Even Begun [View article]
    Seems like a lot of the confusion over the importance of regional deliveries/orders could be easily remedied by using some common sense and listening to the last conference call. Tesla is a sniper rifle right now, they are just targeting strategic regional markets one by one, at the expense of other less priority markets. The market is expanding and Tesla just doesn't have enough bullets to hit every target at the same time...a good problem to have in business.

    George, interesting+well balanced article. On the growth side it makes you wonder how the battery industry will look in ten years.
    Mar 18 05:44 PM | 2 Likes Like |Link to Comment
  • Osiris Therapeutics: Poised For Another Breakout [View article]
    Nice article, is there any visibility on how well these stem cells treatments' efficacy compares to the autologous treatment from CMXI? The research they have put forward blows away current standards of care, but I haven't seen how well it does compared to stem cell treatments.
    Mar 13 01:17 PM | Likes Like |Link to Comment
  • Tesla: We've Got Some Numbers For February [View article]
    Paulo, minor fluctuations in deliveries are very normal if not ubiquitous to growth companies. Imagine yourself running a small lemonade stand, and a big heatwave comes around, suddenly you've sold all your lemonade, have to run to the store to get more, then you can't make it fast enough, then you have a line of people forming, so you start raising prices and selling to whoever looks like they'll pay the most first...that's kind of what is going on with Tesla, only instead of a heat wave and simple lemonade, it's climate change and all the complexities of the auto business.
    Mar 10 10:15 PM | Likes Like |Link to Comment
  • Tesla: We've Got Some Numbers For February [View article]
    Paulo, tracking the relatively minor monthly or even quarterly regional fluctuations in Model S sales is interesting but not really not that fruitful for investment discussions at this point, for several reasons. Two of the big reasons are that A) it's an international company that has potential markets on every developed continent and they have only focused on one of the three big markets thus far, and are only just beginning to scratch the surface of the largest market (Asia) right now and B) the model S is now a relatively small part of what investors or analysts should look at now when investing in Tesla, there are other models to consider, battery costs/sales, etc.
    Mar 10 09:02 PM | 1 Like Like |Link to Comment
  • SolarCity Poised To Benefit From Tesla Gigafactory [View article]
    Illuminati, I believe the typical lease agreement is for 20 years, it could take decades to build out the residential market, and who knows how long for commercial buildings. If I remember right they are aiming to do their 1 millionth residential lease this year, which sounds like a lot but is only a tiny fraction of the overall "market".
    Mar 4 01:42 PM | Likes Like |Link to Comment
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