Ed Porter's  Instablog

Ed Porter
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Wealth manager and home trader. Wide experience in a variety of markets and instruments, and generally wait for appropriate times to aggressively prosecute contrarian views.
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  • Is -10% in a day for $AMZN the largest fall the market can stomach? A different stock reporting this guidance would be going for -25%!
    Jul 25, 2014
  • $MU even if you take 'just' GAAP earnings MU is on a P/E of 10x. Cheap, cheap, cheap, even when being unduly conservative!
    Apr 3, 2014
  • $MU Wedbush say Micron DRAM production decrease is 'near term positive'. Perhaps they should cease production altogether?
    Mar 18, 2014
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