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Modernist

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  • Insider Laugh Money: Altucher's Picks [View article]
    gee, i wonder what you would have said to marx when he was a journalist?
    Jan 17 02:29 PM | 0 Likes Like |Link to Comment
  • Insider Laugh Money: Altucher's Picks [View article]
    karl marx had a pseudonym; this has nothing to do with the internet. when you go against the heard sometimes you want a bit of privacy
    Jan 17 02:23 PM | 0 Likes Like |Link to Comment
  • What Makes You Think Apple Is Falling Apart?  [View instapost]
    but valuation is different when you are big, that's just how it is
    Jan 17 10:18 AM | 0 Likes Like |Link to Comment
  • Nvidia's Tegra 4 Is Already A Winner [View article]
    you're selling this quite well!
    Jan 17 09:51 AM | 0 Likes Like |Link to Comment
  • How To Beat The Guy Who Beats The Market [View article]
    i think it is awesome that you wrote that article and that you stick up for individual investors, david
    Jan 17 02:09 AM | 0 Likes Like |Link to Comment
  • Wintel Decouple: Short Microsoft, Long Intel [View article]
    welcome to seeking alpha, looking forward to your many comments on other stocks
    Jan 17 02:01 AM | 0 Likes Like |Link to Comment
  • Enterprise Titanic Approaching Iceberg: SAP [View article]
    ultimately the question for portfolio construction is, did i pick stocks that are sufficiently uncorrelated?
    Jan 17 01:51 AM | 0 Likes Like |Link to Comment
  • How To Beat The Guy Who Beats The Market [View article]
    Is rebalancing a member of a set of alpha-seeking strategies known as mean reversion? If so, is there actually anything special about rebalancing in the long run, other than the fact that you are trying to reduce the risk exposure and therefore reduce the return exposure? Also, if you insert a caveat and say some asset classes don't exhibit mean reversion, aren't you essentially putting on a forward-looking arbitrage bet concerning the nature of mean reversion? So what is special about rebalancing, I am completely baffled here. I have a strong feeling you are using backwards looking strategies of mean reversion and cloaking this with terminology.
    Jan 17 01:38 AM | 0 Likes Like |Link to Comment
  • How To Beat The Guy Who Beats The Market [View article]
    Rebalancing: seeking zero alpha?
    Jan 17 01:36 AM | 0 Likes Like |Link to Comment
  • Enterprise Titanic Approaching Iceberg: SAP [View article]
    individuality is important, but dangerous too
    Jan 17 01:29 AM | 0 Likes Like |Link to Comment
  • Enterprise Titanic Approaching Iceberg: SAP [View article]
    i am a fan of your individuality as a portfolio manager although i cringe for some of the names! LNKD
    Jan 17 01:13 AM | 0 Likes Like |Link to Comment
  • Enterprise Titanic Approaching Iceberg: SAP [View article]
    http://bit.ly/SNvZ6e

    $SAP exec 1: "Hey I have great idea. Let's hype up our results few days b4 we miss estimates" SAP exec 2: "Brilliant! Let's drink beer now"
    Jan 17 01:00 AM | 0 Likes Like |Link to Comment
  • Insider Laugh Money: Altucher's Picks [View article]
    because i'm not promoting myself, adam gill, esquire. why do you use a real user ID?
    Jan 16 09:47 AM | 0 Likes Like |Link to Comment
  • Insider Laugh Money: Altucher's Picks [View article]
    yeah, you know, because valuing a stock is just as easy as reading steve kim's message board and comprehending whatever he tells you
    Jan 16 09:35 AM | 0 Likes Like |Link to Comment
  • Wintel Decouple: Short Microsoft, Long Intel [View article]
    please explain how intel's gestural stuff at CES lags microsoft's
    Jan 15 05:42 PM | 1 Like Like |Link to Comment
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