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Modernist

 
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  • Tesla: Be Ready For A Massive Crash [View article]
    Tesla is not comparable to GM, because Tesla has electric "design wins".

    There is a direct case for the valuation of Tesla at its current levels (discounted upside target of $280). Implicitly, you are disputing the potential upside, or the likelihood of it--but there is nothing about this in your article. The argument on revenue multiples is obscenely one-dimensional.

    http://bit.ly/19oCSTm
    Aug 12 06:12 PM | 2 Likes Like |Link to Comment
  • Short The Lemon [View article]
    Akram balances intrepid research with delicate prose, and a touch of comedy.
    Mar 25 02:53 PM | 1 Like Like |Link to Comment
  • Google Now: Trading Your Privacy For The Future [View article]
    Yet another reason friends don't let friends' accounts contain Microsoft.
    Mar 25 02:50 PM | 1 Like Like |Link to Comment
  • The Future Of Voice Technology [View article]
    Excellent timing
    Mar 14 03:33 AM | 1 Like Like |Link to Comment
  • Lightbridge Offers 200% ROI [View article]
    You mean you haven't heard?
    Mar 12 02:23 PM | Likes Like |Link to Comment
  • Illinois has become only the second state to be accused of securities fraud, with the SEC saying that it misled bond investors from 2005-2009 about the ever-worsening condition of its public workers' retirement plans by claiming that it was properly funding the scheme when it wasn't. However, while Illinois has agreed to a cease-and-desist order, it has escaped any fines and it hasn't had to admit any wrongdoing. (PR[View news story]
    Illinois is getting groomed toothlessly, Europe will probably implode. What else is new?
    Mar 12 07:49 AM | Likes Like |Link to Comment
  • 5 Myths Distorting Zynga's Supergeneric Potential [View article]
    very well said. pincus has long shown himself capable of empathy towards a wide range of consumers
    Feb 14 11:44 AM | Likes Like |Link to Comment
  • A Cheaper Nuance By The Day [View article]
    Reason to buy: pure play speech recognition, healthy mix of consumer/enterprise, decent growth valuation.

    Reason to sell: questionable history of non-internal innovation generation.
    Feb 13 12:02 PM | 1 Like Like |Link to Comment
  • Nuance Communications: Apple Supplier Offering Great Entry Point After Sell-Off [View article]
    Apple watch
    Feb 11 03:19 PM | Likes Like |Link to Comment
  • Ravicher Splitting Vringo's Genes Behind The Scenes? [View article]
    Vringo is testing Ravicher's approximate PT at $3.15
    Feb 11 02:09 PM | Likes Like |Link to Comment
  • 5 Myths Distorting Zynga's Supergeneric Potential [View article]
    the only person who wins in this scenario is your lawyer!
    Feb 11 12:51 PM | Likes Like |Link to Comment
  • Ravicher Splitting Vringo's Genes Behind The Scenes? [View article]
    i think i remember another shartank episode i saw on tv. they were selling a cool workout product called "pump 2.0". it is one of those air balls that you do situps on. this one had a pump built into it so you could get a workout jumping on it until it inflated. damon agreed to invest at a 700k valuation.

    but when the due diligence came a few weeks later, it turns out someone else had filed a patent for a wiry pump that snaked around the interior, and although the products were different, the deal had to be cancelled because pump 2.0 was an infringing product.
    Feb 10 09:58 AM | Likes Like |Link to Comment
  • Buy Nuance Communications For These Reasons [View article]
    worse
    Feb 8 07:11 PM | 1 Like Like |Link to Comment
  • Ravicher Splitting Vringo's Genes Behind The Scenes? [View article]
    Fortunately, all are welcome to submit an article for publication to rebut mine.
    Feb 8 09:35 AM | 2 Likes Like |Link to Comment
  • Ravicher Splitting Vringo's Genes Behind The Scenes? [View article]
    I don't think he cares what anyone says, he is busy doing things.
    Feb 7 04:40 PM | 1 Like Like |Link to Comment
COMMENTS STATS
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