Seeking Alpha

thotdoc

thotdoc
Send Message
View as an RSS Feed
View thotdoc's Comments BY TICKER:
Latest comments  |  Highest rated
  • Axion Power Concentrator 264: August 30: 10Q Filing For Q2; Two Axion Forbes Articles; John Petersen On PIPE Mechanics & Incentives [View instapost]
    "In fact, if it cost a nickel to poop I'd have to vomit."

    That is one of the all time great blues lines, along with "I'm so broke I can't even spend the night" or some such line that escapes me now.
    Sep 2 11:05 AM | 11 Likes Like |Link to Comment
  • Axion Power Concentrator 201: Jan. 22: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications [View instapost]
    This is to no one and every one.

    Please keep the political comments out.

    I come to this to read about this investment, not to get peed off.


    Jan 23 09:22 PM | 11 Likes Like |Link to Comment
  • Axion Power Concentrator 190: Dec. 23: Latest News [View instapost]
    DFTT

    My family and I wish everyone a healthy and happy Christmas, whether it is a deeply religious event or a day off work.

    Gordon
    Dec 24 11:51 AM | 11 Likes Like |Link to Comment
  • Axion Power Concentrator 189: Dec. 20: Latest News [View instapost]
    Your vocabulary in describing the battery situation has become crystal clear. My hat is off to you.

    It took me a long time to develop concrete concepts that teach complex ideas, when I decided to write a book that taught how people work and why they defeat themselves.

    Once I learned that the issue was communication, not my ability to see things clearly, my ability to communicate in ways that were as succinct and they were persuasive continued to grow. I see that progress in you.

    I've read your work since the beginning, and your confidence in communicating what you know is really coming through. My bet is that your future articles will continue to grow in authority and clarity.

    You have spent countless hours thinking all of this through. I believe in your analysis: my children and grand children will be helped. JP, thank you.
    Dec 22 12:44 PM | 11 Likes Like |Link to Comment
  • Axion Power Concentrator 138: Aug. 15, 2012: Axion Power Reports Second Quarter Results For 2012 [View instapost]
    stop start in every car produced. lordy lordy..thatsa lotta batteries
    Aug 16 11:57 AM | 11 Likes Like |Link to Comment
  • Axion Power Concentrator 100: May 15, 2012: Axion Power Reports First Quarter Results For 2012 [View instapost]
    I would think that NS had some long discussions with Axiom management about their ability to thrive and survive, if NS began to use their batteries to meed Federal Standards. What a debacle for NS management to build for the future with a company that might not be there next year. I don't think that NS management is that stupid.

    My take away is that Axion will be around for years.

    IMHO this blog has a problem: Nothing is going on with the stock (while a lot is going on with the company), and this is a blog. So, people post. What happens when you comment on paint drying?
    May 15 08:58 PM | 11 Likes Like |Link to Comment
  • Axion Power Concentrator 76: Beginning March 13, 2012, Bangwhiz's Article, Selling The PbC Battery - It's Not Easy Being Green! [View instapost]
    Another thought. Fuel Cell companies have turned out to have niches. Up to several years ago, a fuel cell company was a fuel cell company, a great idea in search of a place to solve a problem.

    As the companies developed to the point of differentiation, they all went through the valley. Now, the ones that lasted have specific markets and are moving toward profitability.

    So, success starts with focusig on a niche, but it will not come until other much bigger companies use your product or service to make a profit for them selves.

    AXPW has at least 4 niches....We wait for someone(s) to need us to solve a problem they really need to solve.
    Mar 14 02:30 PM | 11 Likes Like |Link to Comment
  • Axion Power Concentrator 76: Beginning March 13, 2012, Bangwhiz's Article, Selling The PbC Battery - It's Not Easy Being Green! [View instapost]
    An instructive tale for us.

    FCEL could be considered parallel to AXPW. Disruptive product; great story, yet years of $$ loss and downward share prices.... Dashed hopes to those of us true believers and steady investors. Same type of moat, but with many seeming competitors. Both have good management. Both have crawled through the valley of death; except FCEL has burned about 700MM$ in getting to this point.

    FCEL had years of demonstration projects, always fascinating ideas..Clearly stuff of the future. Few sales..Enough to keep up the dream.

    A few months ago, FCEL shares were truly drifting..Lower and lower. It looked pretty dark.

    Then, huge energy based companies in the US, Korea, Germany, Spain and South America, began to sign on to try, later buy and now market their products all over the world. POSCO in Korea was the first truly big multiple year sale. But, even working with POSCO was not enough.

    More companies signed on recently, the stock began to move up, sharply then steadily.

    FCEL has ad is tracing JP's elephant hunter graph.

    The lessons:
    1) Keep the faith, and
    2) No matter how many thousands or tens of thousands or hundreds of thousands of shares you've accumulated, you will wonder why you didn't buy more, then hope for a pullback so you can buy more.

    It will happen, too, for AXPW and for those of us true believers.
    Now, I just have to decide if I buy more AXPW now, or wait till it moves up more steadily?
    Mar 14 02:18 PM | 11 Likes Like |Link to Comment
  • Here It Comes: Consider Yourself Warned [View article]
    If you want to understand reality and make money, put aside ideology. Ideology presets what you can see and accept as possible alternatives.

    If you let ideology into your assessment process of what is really occurring and what is the best thing I can do to increase the probability that I will make the best decision, then you are decreasing your probability of making the correct decision.

    To help; The US is not a socialist state. It is clearly not capitalist, either.

    Capitalism did not prove to be viable in it's pure form. 1) The rich eat everyone else for lunch, while the media, which is owned by the rich keeps the masses riled up with issues which are ideologically important to the few who are interested, and vocal and who have inordinate political power. 2) Too many other people who honestly believe they are rational are emotional thinkers who are too easily confused and swayed by their ideology and lack of understanding of the terms and their memories of what were the good ld times when they felt safer.
    Jan 8 10:49 AM | 11 Likes Like |Link to Comment
  • Understanding the Dollar's Reversal: Who Will Feel the Pain? [View article]
    I agree. This sort of knee jerk response by so many is the subject of many internal conversations...my wife is tired of hearing about the irrationality of investing.

    So, there really are people who see a .2 increase and think "Oh my God, Oh my God everything is going to be OK!!! All those bubbles out there that still need to pop, all that printed money, all those mistakes...Oh my God, Oh my God, those don't matter any more."

    Do they remember that companies were prepping for holiday sales? Do theyt remember that numbers are almost always revised?

    You know, it's pretty hard to call this investing when you have to deal with that level of idiocy.

    I know, I know you can invest in any market up or down and I do. But, sometimes.....


    On Dec 04 05:11 PM Alan Young wrote:

    > One day spike, and you're talking about reversing a year-long trend?
    > That's a bit premature.
    Dec 5 10:14 AM | 11 Likes Like |Link to Comment
  • U.S. Employment Picture Remains Ugly [View article]
    Personality disorders of a certain stripe destroy their lives by following this rule: I want what I want when I want it.

    Addicts' rule: If one is good, two is better.

    When you act on these rules, you eventually destroy your relationships and your successes.

    Now, project those individual behaviors to our culture.
    Remember, a crowd is just an emotional person writ large.

    That's us as a culture and now we are just begining to pay the price. Just beginning. When lives come apart they do not stop coming apart until they come completely apart...they hit bottom.

    Question: Have we hit bottom?

    I don't believe so. We keep thinking we will go back to where we were, or very close to it. We're still trying to make deals to get our fix.

    Assumption: We cannot go back to where we were economically, as it was bubble based.

    Is there any disagreement?

    If that is true, we have not hit bottom.

    Bottom is when you stop believing and acting on the old assumptions and act completely and totally differently that before. Because you know through and through you that the old way didn't work.

    Does anyone believe that we have given up all the old assumptions and that we are starting anew, without our previous addictions?

    If you believe we're cured, you will invest one way; "Play that rally baby, because the Good Times will begin to roll again. And, I'll be able to stop before I get hurt."

    If you believe we are not cured, you will be pretty heavily into the euro, PM, and soon shorting, among other wys to play the coming bottom.
    Nov 8 12:01 PM | 11 Likes Like |Link to Comment
  • PIMCO's Bill Gross Sees a Bleak Future [View article]
    Do we want to see a reserve currency with a bunch of thugs controlling it is not analysis.

    It's not personal.

    So much opinion on these blogs is not analysis, they're feelings.

    To analyze:
    You have to operationally define teh argument. (ie inflation for this argument is defined as....)
    Define your premises in operational terms.
    Spell out your premises.
    Give pro and con with data that's able to be confirmed.
    Argue with the data that either pro or con is more likely, based on MY ANALYSIS.
    Give your conclusion, best as a conditional probability.

    This may get me thumbs down, but we have a lot of good minds posting. I'd like to see more analsis and less opinion. This is about money.

    G


    On May 31 08:02 AM Buy and Hold Plus wrote:

    > It will take a long time before the dollar loses its reserve status.
    > If he's talking about how it won't automatically be the place to
    > turn when you're looking to flee to safety, that very well may have
    > already happened.
    >
    > But what is the alternative? The yen? Uh, have you seen Japan's
    > economy recently? The euro? Because the EU doesn't have problems
    > with its banking system or anything like that. The pound? Sure,
    > why not give reserve status to a currency where the country may lose
    > its AAA rating. The yuan? Do we really want a reserve status currency
    > where a bunch of thugs control it?
    >
    > I do agree with Gross that we will not see a typical recovery and
    > we will not see the kind of growth we were used to. We've still
    > got a lot of debt to pay off, in both the private and public sector.
    May 31 02:43 PM | 11 Likes Like |Link to Comment
  • As the Dollar Continues to Collapse, Where Will You Put Your Money? [View article]
    It's hard to read all of the prognostications of demise for the country. It may happen, it may not.

    Each author is stuck with their cognitive process; people who see terrible things are going to happen are most often very black and white thinkers. So, their ability to analyze is responsive to their either/or way of seeing reality, and is suspect.

    They may very well be correct. But, their ability to truly analyze, which requires cognitively managing and balancing and rebalancing a LOT of data is suspect.

    I know this will get me a lot of thumbs down. But, there are no other Psychologists who have spent their life studying decision making and cognitive processes responding to SA.

    Investing is nothing if not decision making. Most here do not understand their cognitive processes and cognitive strengths and weaknesses. I sugget that the more you know about you cognitive biases in decision making, teh more money you will potentially make.

    G


    On May 25 12:18 PM Sunnsea wrote:

    > Funny. This morning the dollar is at $1.40 to the Euro. Back in
    > June '08 it was trading at $1.60. Where was the panic then? Only
    > complaints were about gasoline over $4.00 a gallon. Could it be
    > because we have Obama as President that suddenly we use words like
    > "collapse", "panic." It was the Bush policies that made sure that
    > we a) did not even know we were in a recession since late 2007, (I
    > knew we were in one but my right-wing friends kept telling me were
    > not) and b) that the dollar should remain weak and we should not
    > even discuss it. Then July 15 everything changed again with speculators
    > out of the oil markets, trying to shore up a Republican victory (obviously
    > that didn't work) to bring back the price of gasoline in America
    > to "reasonable" levels the dollar strengthed against the Euro. By
    > September 15, well, you know the story. Now all of the choice propaganda
    > words are in every article to set the stage for an attempted Repblican
    > coup in 2010. That is the point of all the dire forecasts that you
    > read now.
    May 25 04:36 PM | 11 Likes Like |Link to Comment
  • Apple's CDN Now Live: Has Paid Deals With ISPs, Massive Capacity In Place [View article]
    This whole comment section has it all. Quite funny.
    Pi*sy comments, high dudgeon, intelligent comments. And a great blog. We just need MB here to tell us all how stupid we all are for being totally amazed by a company that is going places and doing things only they can do, due to vision, culture, great leadership and a huge amount of money.

    Buy on dips.
    Jul 31 10:00 PM | 10 Likes Like |Link to Comment
  • Ballard Power Systems Is A Strong Sell [View article]
    Mr. Singh: You show your complete ignorance in this arena when you state BLDP and FCEL are competitors.
    Jul 16 11:49 AM | 10 Likes Like |Link to Comment
COMMENTS STATS
1,417 Comments
2,518 Likes