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platonicbomb

platonicbomb
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  • GT Advanced Technologies' Merlin: The Formation Of A Giant In 2015 And Beyond [View article]
    What does that mean, AAPL deal helps Merlin money problem but lowers stock price?
    Aug 20 10:13 PM | Likes Like |Link to Comment
  • GCVRZ Forum [View instapost]
    It says 99K left to go...
    Aug 20 10:01 PM | Likes Like |Link to Comment
  • Glu Mobile Poised To Climb 50% By Year-End [View article]
    We're talking about 1% of your portfolio tops. I did read your comments and I respect your point of view, I was just trying to offer an alternative one. Mark's pretty clear about one thing: Don't chase stocks, even if he picks them. If people chase them and buy them after the risk/reward ratio is not in their favor, how is that his responsibility? I guess I do qualify as a "strong follower." I follow not only Mark's research but also his methodology. Sometimes this means I don't buy his picks because people who don't follow his methodology bid them up irrationally. In such a case I'm much more likely to defend Mark than the people who make his research worthless to me by buying irresponsibly.
    Aug 20 07:25 PM | 2 Likes Like |Link to Comment
  • GT Advanced Technologies: Philip A. Fisher's 15-Point Analysis [View article]
    Mike, my only point is that it takes a lot of time to write an article, and typically even more time to research one. Additionally, an author has to decide how much time he will ask readers to spend as well. What topics to cover, how long to make an article, these are up to the author, not the reader.

    You may wish to add substance to the conversation, as may sc21, but it makes no sense to chastise an author for limiting the scope of his article. EVERY author has to limit the scope of EVERY article, no exceptions. That's why I suggest you or sc21 write an article that touches on topics Mr Fisher has rightfully chosen to omit in this article.
    Aug 20 05:36 PM | 3 Likes Like |Link to Comment
  • GT Advanced Technologies: Philip A. Fisher's 15-Point Analysis [View article]
    miketesla, it sounds as if you too have remarkable research skills that could be valuable to all at SeekingAlpha if you use them to write an article.

    For what it's worth, GTAT does have many patents, some of which can be expected to transform some aspects of the solar and semiconductor manufacturing industries. Take Merlin and Hyperion. You are familiar with them. How do these fail to constitute a competitive advantage for GTAT? Looking forward to your article!
    Aug 20 03:06 PM | 1 Like Like |Link to Comment
  • Glu Mobile Poised To Climb 50% By Year-End [View article]
    I think this is pretty simple. TPCS tripled. The methodology says to sell things when they triple. Why? The risk to reward ratio has changed. You can't blame Mark for selling when the risk to reward ratio has turned against him. Nor can you expect him to keep updating everyone on stocks that he no longer owns.

    Surely anyone who owned this stock after subscribers were told it had graduated understood he was taking a risk on his own and might not have anyone to hold his hand.
    Aug 20 02:34 PM | 1 Like Like |Link to Comment
  • GT Advanced Technologies: Philip A. Fisher's 15-Point Analysis [View article]
    This could be an excellent topic for your first article, sc21. Sounds like you have already done the research!
    Aug 20 02:27 PM | Likes Like |Link to Comment
  • Glu Mobile Poised To Climb 50% By Year-End [View article]
    http://bit.ly/16A0VsL is a public website. I don't have time to go look for headlines, but I believe PTT mentions triples there as well as to paying subscribers.
    Aug 19 03:51 PM | Likes Like |Link to Comment
  • Glu Mobile Poised To Climb 50% By Year-End [View article]
    Actually he does recommend selling... when a stock triples. And he notifies everyone when a stock triples. Put those two together and you have a well-timed sell recommendation. I believe this is in the Methodology. TPCS tripled from I think .40 to 1.20 or so, but obviously the investment has not worked out too well for those who wanted to see it go even higher.
    Aug 19 03:53 AM | 1 Like Like |Link to Comment
  • GT Advanced Technologies' Patented Solar Beast 'Hyperion' Is Commercially Available [View article]
    Thank you :)
    Aug 19 03:41 AM | Likes Like |Link to Comment
  • GT Advanced Technologies' Patented Solar Beast 'Hyperion' Is Commercially Available [View article]
    Arnie, with all due respect, I suspect I am not alone in having zero interest in whatever drama you wish to stir up with laguna_b. It is none of my business. I am here to make money, not to judge between persons, their positions, or their decisions whether to make either public. I do reserve the right, however, to congratulate publicly a person who made a better decision about his position than I did about mine.
    Aug 18 12:32 PM | 3 Likes Like |Link to Comment
  • GT Advanced Technologies' Patented Solar Beast 'Hyperion' Is Commercially Available [View article]
    That's short-term thinking, isn't it laguna? Isn't Merlin just being rolled out? Who's not buying it doesn't tell us much.

    Congrats on your profitable trading.
    Aug 18 11:41 AM | Likes Like |Link to Comment
  • Intel: The Last Man Standing - Already? [View article]
    tired of getting notifications about new comments only to find it is bruce repeating the same 'allegation of bad faith'.
    Aug 13 10:52 AM | 3 Likes Like |Link to Comment
  • Intel: The Last Man Standing - Already? [View article]
    once you square those numbers, doesn't it change the percent difference? how does one compute the "lead"?
    Aug 12 12:56 AM | Likes Like |Link to Comment
  • Intel: The Last Man Standing - Already? [View article]
    Rio, It may be smart if by so doing Intel is able to deprive competitors of cash they could use to develop chips that compete with x86 on servers.
    Aug 9 12:20 AM | Likes Like |Link to Comment
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