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wanderingmonk

wanderingmonk
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  • The Folly Of Amazon.com's Tablet Strategy [View article]
    AMZN reminds me of Nortel back in 1999 - 2000. Both companies being market leaders in an up-and-coming field (e-retail/digital media, telecom) and both crazy valuations, enthusiastic institutional investors and a fantastic growth story.
    As a grad student, I invested in Nortel in 2000. It went from 400B to 5B in two yrs and I ate a lot of ramen that year.
    Sep 10, 2012. 10:32 AM | Likes Like |Link to Comment
  • A Treasury Bubble With Only 2% Bulls? [View article]
    A question for the experts - What would be the theoretical ceiling for TLT? The fact is, bond yield (nominal) cannot go below 0%, and so there must be a price level after which TLT cannot go any higher.

    Any thoughts or insights?
    Aug 10, 2012. 12:52 PM | Likes Like |Link to Comment
  • SEFE: Investing In The Newest Renewable Source Of Electricity [View article]
    SEFE is an aggressively marketed penny stock. Insane amount of advertisements on business news sites and so on that links to stock report/analysis-looking advertisements.

    Seems like a pump & dump scheme to me.
    Apr 18, 2012. 09:58 AM | 2 Likes Like |Link to Comment
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