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Partha Thirumalai

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  • Why It Could Pay Off To Look At The Big Picture Of Intercept Pharmaceuticals [View article]
    Excellent Article !!! While its too technical on the aspects of the NASH for me to comprehend and appreciate, you indeed have a compelling case for the drug and its approval from FDA. The question for investors now, is how big is this market, and what would be Intercept's share of this, as well as questions like can Intercept market and commercialize this by itself, without the help of big Pharma.
    Jan 24 05:35 PM | 4 Likes Like |Link to Comment
  • A Gift For Stratasys Investors [View article]
    SSYS or DDD? I always get confused in choosing one over the other.
    Jan 24 05:12 PM | 1 Like Like |Link to Comment
  • Intel: Saying Goodbye To Paul Otellini [View article]
    Indeed a great and touching article. He certainly deserves kudos for guiding the company through some very difficult times. Hats off MR. Otilleni. We will miss you badly !!!!
    Apr 10 05:31 PM | 1 Like Like |Link to Comment
  • Intel Foundry Business - The Next Growth Story [View article]
    Well, I am not exactly sure about that. It could be a model very similar to samsung. Samsung is a competitor to Apple, while it is a foundry as well. In a sense, while Apple uses Intel for its Mac line, it uses Ax for other products, which are in direct competition with the very market which Intel is serving.(PCs). As a matter of fact, this has been the biggest contributing factor to Intel's current lagging growth(Sagging PC market). So I'd not be surprised with this move in the future.
    Feb 28 03:04 PM | Likes Like |Link to Comment
  • Intel Foundry Business - The Next Growth Story [View article]

    It may not be close to 31B. While it is arguable, what can be counted as cash and what cannot be, the story still remains intact. Intel generated 18.9 Billion in Cash flow from operations and almost spent 11 B in capex (From 10-K statement).They certainly have the ability to scale and expand.
    Feb 28 02:27 PM | Likes Like |Link to Comment
  • Chipotle Is An Overheated Burrito [View article]
    Good Write-up. Don't know what is propping this up. A pullback would be healthy for this stock, but no hint of that happening in the short-term horizon.
    Mar 26 06:41 PM | 1 Like Like |Link to Comment
  • Chipotle: A Solid Pick For Gains Now [View article]
    May I know what the author's target 12 Month Stock price is? Even the highest target currently by Analyst is $450, which takes into account all the things which the Author mentions are happening.
    Mar 23 06:26 PM | Likes Like |Link to Comment
  • iPad Pricing Will Burn Amazon [View article]
    14% Market Share just in US is indeed impressive in a span of 3-4 months, with an established dominant player in the market. Its not available in other international locations. Don't take me wrong. I am not a big fan of Amazon, given its Sky high PE, and their Razor blade strategy is indeed hurting their Bottom line short -term. Just saying that 14% is just US market which is impressive.
    Mar 20 08:11 PM | Likes Like |Link to Comment
  • Chipotle Due For A Serious Correction [View article]
    Could not understand, who buys this at this lofty levels? What kind of ROI are they looking for at this level. Everytime it goes down, someone seems to prop it back up. Its going to suffer the fate of NFLX, OPEN. Its not a question of if but when.
    Mar 20 06:15 PM | Likes Like |Link to Comment
  • So Much For That Bubble Of 'Overvalued' Stocks [View article]
    CMG is almost trading at 40 Times 2013 Earnings. This is plain crazy for a burrito chain. The Median price target, (12 month, mind you) is 383. It has surpassed that. The maximum price target is 450. Who in their right mind would buy this as an investment, with a less than 10% return assuming it touches the ridiculous $450 level, if at all in the next 12 months. The probability of it going low is much much higher. I've no idea why institutions are not taking the profits with CMG.
    Mar 15 05:13 PM | Likes Like |Link to Comment
  • So Much For That Bubble Of 'Overvalued' Stocks [View article]
    WHat can I say? I am an investor tracking stocks...
    Mar 15 05:13 PM | Likes Like |Link to Comment