Seeking Alpha

thotdoc

thotdoc
Send Message
View as an RSS Feed
View thotdoc's Comments BY TICKER:
Latest  |  Highest rated
  • Solar + Storage Is Close To An Inflection Point [View article]
    This is a great idea for an article. However, the lack of understanding re batteries use and the types of batteries that might be used, leads me to question the author's depth of knowledge.

    But, thank you.
    Aug 20 11:40 AM | 3 Likes Like |Link to Comment
  • Solar + Storage Is Close To An Inflection Point [View article]
    This is a great idea for an article. However, the lack of understanding re batteries use and the types of batteries that might be used, leads me to question the author's depth of knowledge.

    But, thank you.
    Aug 20 11:40 AM | 2 Likes Like |Link to Comment
  • Apple Is Letting Xiaomi Grow Rich [View article]
    Yes. Look at the iPod line. Where it is today and where it was when it was the leader.
    Aug 19 10:24 PM | Likes Like |Link to Comment
  • Ballmer steps down from Microsoft's board [View news story]
    Some people are just lucky and think they're good.
    Aug 19 06:51 PM | 1 Like Like |Link to Comment
  • Apple tops $100 following bullish Morgan Stanley note [View news story]
    It's likely to not look like a 'watch'.
    Aug 19 01:11 PM | 6 Likes Like |Link to Comment
  • One Little Old Russian Convoy [View article]
    That's true of course. But, in my business, I need to be able to predict the probability dangerousness...or success. And, old Beatles songs would never hold me in good stead in court as an expert witness. :-)
    Aug 17 04:49 PM | Likes Like |Link to Comment
  • GLD: Bulls Are Playing A Dangerous Game [View article]
    As always, thank you,

    Gordon
    Aug 17 01:31 PM | 1 Like Like |Link to Comment
  • One Little Old Russian Convoy [View article]

    The author presents readers with a way to understand current behavior and predict future behavior using a combination of game theory and information theory served up with wonderful examples from most every facet of literature.
    Aug 17 12:37 PM | 2 Likes Like |Link to Comment
  • One Little Old Russian Convoy [View article]
    Ben-
    You were surprised by Putin. I'm surprised; you expect him to be rational when he is run by his narrative. Apply what you know about information theory to individual human behavior and it will become more clear.

    People have Narratives. It is what the brain's evaluative system knows about what the brain's evaluative system knows about that person's behavior in their relationship with them self and in their relationships with emotionally important others.

    More specifically, a person's narrative is a major part of their self regulatory system, the basic system that inadvertently creates our lives as we try to manage emotional security.

    I've never studied Putin, but it's pretty clear that his narrative includes the inner experience of weakness...and people always recreate their narrative. So, my best guess with my very limited knowledge of him is he will push 'not being weak' to the point it's self defeating and that will be his faceplant.
    Aug 16 09:40 PM | 5 Likes Like |Link to Comment
  • Hydrogen Refueling Station Infrastructure Market Opportunity For FuelCell Energy [View article]
    ST-Thank you. I'll read up on it

    G
    Aug 16 09:10 PM | Likes Like |Link to Comment
  • How Long Can A Good Stock Remain Undervalued? [View article]
    frrizzo, you do not understand Apple...but then you are not alone: Apple will likely remain undervalued as long as it's seen as a smart phone company with competition. It will move up in the next iPhone 6 phase, but maybe pull back when the narrative begins to replay that Apple has competitors.

    Apple has no competitors.

    Apple is not a smart phone company.

    Apple is a company that engineers the interface between humans and emerging technology. That is their Mission. Their Vision is to make that interface as compelling as possible. Apple is not about a product, it's about a process.

    When you understand this you begin to understand Apple.

    Apple's future is based on what is coming, not what has been. We are only at the beginning of the tech revolution and Apple is the largest and most successful tech company the world has ever seen.

    Do any of you really think that Apple has completely shot its load? If you do, sell.

    If you believe Apple is at the sharp point of the tech spear, buy on dips.
    Aug 16 01:00 PM | 2 Likes Like |Link to Comment
  • Hydrogen Refueling Station Infrastructure Market Opportunity For FuelCell Energy [View article]
    Are you alluding to the 'self acting engine'?
    Aug 16 12:23 PM | Likes Like |Link to Comment
  • Hydrogen Refueling Station Infrastructure Market Opportunity For FuelCell Energy [View article]
    boudicca-

    Yeah...straight man.
    Aug 16 12:18 PM | Likes Like |Link to Comment
  • Hydrogen Refueling Station Infrastructure Market Opportunity For FuelCell Energy [View article]
    I'm holding FCEL exactly because they are a grid based producer...the only one with the proven products and partners at the grid level. They have a big moat. The fuel cell companies that survive the next 5-years will likely become very large companies.
    Aug 16 12:08 PM | Likes Like |Link to Comment
  • Apple Is Letting Xiaomi Grow Rich [View article]
    If you are buying Apple as a smart phone company, you are fighting yesterday's war and you ought to be concerned with "competition" and price. Not as concerned as MB is, but concerned about what will happen after the next 2-3 years.

    However, in 2-3 years Apple will have moved on and phones will still be very important, but what will be more important is what is coming down the pike in terms of one or more products we didn't even know we wanted, products that will spell the difference between increasing or decreased share value.

    So, no new products that hit it big...Apple is a value stock.

    New products that hit it big...Apple is a growth stock.

    What will occur is not known. So you bet with Apple, its Vision, its culture and leadership, including its R&D programs. Or, against those same factors.

    But, please, don't bet on smart phones and what is happening with smart phones. Again, that's the last war. And remember, we are at the beginning of the tech revolution, not the end. Smart phones are only the beginning.

    Shorting Apple at this time, August, 2014, is a losing strategy, and a reflection a lack of ability to see beyond what is literally/concretely occurring in the moment.
    Aug 16 11:44 AM | 1 Like Like |Link to Comment
COMMENTS STATS
1,417 Comments
2,515 Likes