take the other side

2 Comments

    • ON: Mon Aug 11th 13:26 PM
      Commented on:
      Are Hedge Fund Programs Driving the Market?
      I am not exactly sure why it even matters whether the selling is excessive or not, led by quants or human beings,
      in all honesty, if you did your hw on the fundies, why would you mind the sell offs by the quants, why not buy more at attractive prices
      because sooner or later fundamentals will be fully reflected in teh stock.
      View article »
    • ON: Tue Apr 29th 14:35 PM
      Commented on:
      Qualcomm: Great Quarter, Great Execution
      Vijay, I have been following your work on QCOM and many of the other names in the wireless industry for some time, first of all thank you for the great and insightful analysis. Secondly, just curious, if there was anything in the quarter which changes your f.v of 44?

      -Aman
      View article »
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