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  • The Dangers Of Following Celebrity Stock Picks [View article]
    I guess its good to be confident SE but I'll go with the strong consensus of the major professional analysts on MU. I appreciate all views and the analyses done, but have to also agree that your recent articles seem to discredit you a tad. I dont think you will lose any sleep that I'm not following you anymore.
    Jun 27 10:17 AM | 1 Like Like |Link to Comment
  • The Walt Disney Company: A Wonderful Company Currently Overvalued [View article]
    When the next correction comes, or a sell-off, I'll be buying more. And will continue to do so as long as they remain a great company. This is the one hold forever stock in my portfolio if there ever was one.
    Jun 26 11:36 PM | 1 Like Like |Link to Comment
  • Growlife: Derivative Liabilities, High Dilution And Possible Bankruptcy [View article]
    Tri oi! like your work on this one. Didnt agree with you on others (e.g FB) but that's life, as I see it you are giving PHOT a fair shake. Personally I had a different opinion a year was one of the kagillion pot stocks I thought was OK, amid such BS, but that has changed now too.

    I'd like a pot company I could buy and hold confidently right now, but that ain't gonna happen it seems, not yet anyway.
    Jun 25 03:00 PM | 1 Like Like |Link to Comment
  • How Not To Write A Tesla Short Article [View article]
    Keef you have some credible data to back up claim that the Tesla is less "green"? I have some that shows if you were to calculate total environmental footprint, aluminum and batteries and all, and compare it to other autos, EVs and particularly Teslas win. Teslas are not without their negative footprints, but they have less. All depends how you define "green" transportation, and if you want to compare them negatively to a bicycle or a sailboat than go ahead, that would at least be credible (if perhaps irrelevant).

    I'd send you the facts/links/proof but I dont think it would matter to you anyway (and/or its beyond your capacity to really comprehend).

    You are not posting "truthful information", at least not fully. From what I know I think the protection/safety points you make are lies too but its not my expertise.
    Jun 24 08:57 AM | Likes Like |Link to Comment
  • 3 Reasons To Sell Facebook Now And Look To Invest At Lower Levels [View article]
    For a growth stock I have no problem with a company's valuation being "consistent with an exceedingly optimistic and favorable outlook", especially when the company's outlook appears to be....uh..... exceedingly favorable and optimistic.
    Jun 23 09:19 AM | 1 Like Like |Link to Comment
  • The Virtual Reality Race Is On [View article]
    I think that the next big applications beyond gaming are virtual tourism and virtual sex (yep, that's right). Maybe massive technical training and educational uses. Probably has to be one ore more of these, something in addition to gaming, because gaming alone is of some, but only limited. upside IMO.

    Be good to see deep dives from SA on the VR-related plays. I know that INVN and SMT are in the Rift, last teardown I read. Component companies in the fields of motion processing, haptics etc could really benefit. But who knows at this stage. Just modest positions for now but I'm long INVN, IMMR, FB and looking into other related plays and lets see.
    Jun 17 09:49 AM | Likes Like |Link to Comment
  • How Microsoft Is Out-Gaining Google And Could Soon Outgrow It [View article]
    So Windows 9 will re-introduce the Start Menu? Wow, what an innovative, future-defining game-changer that will be!! :)
    Jun 5 08:30 AM | 3 Likes Like |Link to Comment
  • Take The Mulligan On Callaway Golf While You Can [View article]
    While I am not sure Phil is such a big asset anymore (a lot of people love him but many in fact dont like him at all) but that aside I agree an overview of their golfer endorsements would have been nice and I think relevant for future It Factor, profile etc. Currently the list is more like a list of who's-not-who-anymore in pro golf...players with declining notoriety (Phil aside) and not particularly hot these days.
    May 28 07:56 AM | 1 Like Like |Link to Comment
  • Why I Shorted InvenSense Inc. [View article]
    I respect the author's position. We dont have to agree with it. Personally I think for the long-haul INVN is solid (I'm additionally keen on their prospects via the Occulus Rift, which they supply...still not on market but with FB buying it, and given the transformational applications far beyond gaming, and the massive platform FB now provides for adoption/use, it adds up to INVN being worth at least a 1% portion of my portfolio :)
    Long INVN (and FB too)
    May 21 08:30 AM | 2 Likes Like |Link to Comment
  • The Next Innovation From InvenSense [View article]
    Yes good points. Long term (well maybe medium term)

    To clarify I didnt mean to suggest FB buying INVN...not at all (obviously too unrelated). I just raised the point of FB buying the Occulus Rift - which is still not in the marketplace - recently (and OR has INVN components), and that FB seems an ideal platform for marketing the OR incl beyond just the gaming universe...and could have implications for INVN.

    PS I had to Google what "non legacy" means in this context but hey, learned something :)
    May 6 11:37 AM | Likes Like |Link to Comment
  • Tesla Earnings Preview: What To Look For [View article]
    So docs trading, none of the kagillion articles on Tesla have ever run technical analysis or made recommendations around price areas? There's been a couple in among the hype/bear attacks/pumps/fluff/straw man I reckon. ..(for the record most of them were short).

    Anyway, we re on the edge of our (itchy) seats...

    PS what is your current advise for those who are not "without positions"?

    More later...LOL
    May 6 11:25 AM | Likes Like |Link to Comment
  • Tesla Earnings Preview: What To Look For [View article]
    Thanks PeterJA for the link. That was the most amusing thing I have read all day/week/month.

    Yes the wars in the oil-producing middle east were all a conspiracy by the EV pack. LMAO. And "anal itching"?...hahahaha. Priceless. Thank you.

    This kind of loony fringe "effort" (if you want to call it that) against Tesla is maybe just another milestone for the company. Really I am not too hyped or not about the earnings. For me the Tesla thesis is by nature a long term one. If it works out or not who knows, but so far the execution has been above great. Having said that, I suppose its not a bad trading stock too :)
    May 6 11:14 AM | 2 Likes Like |Link to Comment
  • Google Is A Stock To Own For The Long Term [View article]
    Do you have some data or research to back up that claim. Mine's a serious business, or we like to think so, and we use Google Apps, Drive, Mail, Maps and Analytics as key tools to our business. So do most the companies, social enterprises and NGOs we engage with.

    The company itself has always been innovating and I see no signs of that changing.
    May 5 10:13 PM | 4 Likes Like |Link to Comment
  • The Road To Facebook At $100 [View article]
    Tri oi... you do realize that many of those "3rd world countries" you mention are actually quickly developing countries with expanded middle class, expanded economies, more companies and spending powers (and yes the use FB in marketing too. I dont know about the west, I live in Vietnam, but I get countless daily paid ads from VN companies and know many businesses and individuals uses it more and more...all in a country where its in fact "banned" on most servers). It may pale now to US spending per use but its still a potential growth stream. I wouldnt out-of-hand dismiss the importance of developing and newly developed countries in FB economic and business relevance down the line.
    May 5 10:15 AM | 5 Likes Like |Link to Comment
  • The Next Innovation From InvenSense [View article]
    Hi Esekla thanks for the useful article. On a somewhat different thread, and picking up from an early chat we had nearly a near ago about INVN and the OR, I wonder if you consider the FB purchase of the (INVN-supplied) Occulus Rift as another important growth factor. I like this technology and feel it could transcend "gamers" and be widely applied in virtual tourism/technical training/"dating" (ha ha) and pretty much virtual anything, but needed the correct launch pad. Enter FB.
    May 5 09:43 AM | Likes Like |Link to Comment