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  • Monsanto: Checking In On The Short Thesis  [View article]
    Roundup is 35% of sales and it turns out to poison your gut nbacteria causing many fast-growing chronic diseases over time. Here is an article:
    Sep 9, 2015. 12:07 PM | Likes Like |Link to Comment
  • SolarEdge Tightens Its Grip On The MLPE Industry  [View article]
    ENPH spends way more on R&D than SEDG which reduces short-term profits but will pay off handsomely in the long run. They arer way ahead in developing their AC battery storage module which promises to be a fabulpos product. It is compatible with existing DC string systems so it can be used to upgrade existing SEDG systems.
    Aug 19, 2015. 11:28 AM | 1 Like Like |Link to Comment
  • SolarCity - Why I'm Selling It And Buying First Solar  [View article]
    I think you missed the real reason for the "decoupling" of stock prices. FSLR is in a very bad place as their cost savings are shrinking because their cheap coating increasingly doesn't really matter because its only a small part of system cost.
    Also their low efficiency makes poor use of rooftop area and that is important. Centralized generation is a dinosaur as there is already big opposition to paving over our deserts and building transmission lines.
    Feb 11, 2015. 02:49 PM | Likes Like |Link to Comment
  • Ubiquitii -4.6% on bearish Goldman launch  [View news story]
    This is based on a total lie: Only 6% of UBNT's business is emerging markets!
    This is pure manipulation to make money at options expiration. Crooks!
    Dec 19, 2014. 12:56 PM | 4 Likes Like |Link to Comment
  • Ubiquiti: A Cutting Edge Networking Company In A Deep Value Screen  [View article]
    Airfiber24 is a disruptive technology (1.4 Gbps, 13 Km+, that will explode in future. Watch the video here to hear what makes UBNT like Apple under Steve Jobs. Pera is a genius on the same level:
    Dec 18, 2014. 12:44 PM | 1 Like Like |Link to Comment
  • Ubiquiti Networks: A Brilliant CEO And His Unique Business Model Augur Substantial Gains For Shareholders  [View article]
    Those imbeciles have ruined the market for true investors who bother to think beyond stereotypes to real fundamentals.
    Jul 30, 2014. 12:44 PM | Likes Like |Link to Comment
  • Ubiquiti Networks: A Brilliant CEO And His Unique Business Model Augur Substantial Gains For Shareholders  [View article]
    I would love to see a link about "the new FCC chairman might not be friendly toward unlicensed spectrum"
    This May 2014 story says otherwise:


    The shorts seem to be ignoring the real news and trying to lump this stock with other overpriced momentum stocks. They are wrong and it is grossly underpriced when you really examine the fundamentals.
    Jul 30, 2014. 11:20 AM | 1 Like Like |Link to Comment
  • An Inquiry Into The Wealth Of Renewable Energy, Part I  [View article]
    A good revue. Figures 13 and 20 are particularly important. Climate denialists often excuse the US inaction by saying that China isn't doing their part so why should we do it alone. This is based on out of date information. Last year China added 16 GW of wind power while we added only one! It's time we stepped up and did our part. Solar was similar with China adding 12.9 GW verses our measly 4.8 We should be ashamed!
    Jul 1, 2014. 10:32 AM | 4 Likes Like |Link to Comment
  • WhiteWave - Riding The Nutrition Change Wave  [View article]
    STKL jumps off of your comparison charts as a real bargain. New management has done a great job of turning around a company with great organic products that was never able to make profits in the past. They are on a great trajectory now and are clearly way underpriced.
    May 23, 2014. 10:04 AM | 3 Likes Like |Link to Comment
  • Ubiquiti dives due to inventory concerns, Americas sales  [View news story]
    The inventory rise was intentional and announced before it happened. This price drop is totally uncalled for and based on short manipulation and algo trading that ignores fundamentals. The SEC had better clean up this mess or everyone will leave the market.
    May 9, 2014. 11:18 AM | 6 Likes Like |Link to Comment
  • Ubiquiti Networks beats by $0.01, beats on revenue  [View news story]
    22% of the share are short and float is tiny. In after hours the shorts popped it down and the journalists took care of the rest. Almost all of the articles headlines were about the drop. Bunch of crooks! Hopefully buyers tomorrow will turn it into the short squeeze they deserve. Great results!
    May 8, 2014. 07:40 PM | 2 Likes Like |Link to Comment
  • Catching Up On PowerSecure  [View article]
    You completely ignored their rooftop solar acquisition. POWR has a lot of existing customers with large rooftops that they can now convert to solar power generation. The payoff will quickly grow as solar panels get cheaper and they have an inside track to the customers. A perfect synergy!
    Here is the technology they currently use, but they are free to chose the the latest and best technology.
    Apr 1, 2014. 05:52 PM | 2 Likes Like |Link to Comment
  • Cisco Needs To Think Like Zuckerberg And Buy Ubiquiti Networks  [View article]
    UBNT is on its way to greatness and it would be too bad if they were swallowed up. Their World Network is going to change everything.
    Feb 28, 2014. 10:39 AM | Likes Like |Link to Comment
  • SolarCity, Crowdfunding And 1 Million Customers  [View article]
    "cost/Watt was assumed constant over five years"
    We are talking about an immature product made of silicon. A better guess is that costs will be about 1/4 of today's prices in 5 years. This is very significant! Think of the price of computers in the early years. We are in very early days. Growing silicon ingots and sawing them up and polishing them is very primitive. Kerfless solar will arrive this year!
    Jan 22, 2014. 10:56 AM | 1 Like Like |Link to Comment
  • SolarCity: 5 Different Insiders Have Sold Shares During The Last 30 Days  [View article]
    Solar panels will soon get a lot cheaper, making SCTY's money machine even more effective. Kerfless wafers will drive the next step down in cost::
    Jan 13, 2014. 01:46 PM | Likes Like |Link to Comment