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p4000

p4000
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  • The Ultima Portfolio - Top 3 Technology Picks For 2014 [View article]
    Good points. Long SNE. I have built my position slowly in 18$ and 16$...

    They have always been a top company in quality (of their products). Just the product line (too many options in each category), management and marketing suck. :)
    Feb 7 02:45 AM | Likes Like |Link to Comment
  • What Now After A Miserable Monday? [View article]
    Nikkei -4,18%. "Terrible Tuesday" on its way.
    Feb 4 04:14 AM | Likes Like |Link to Comment
  • PT hike an excuse to take profits in Galena [View news story]
    Expect more and more volatility in the Future... +/- 10 % in a day can happen without a reason.
    Jan 21 02:32 PM | 1 Like Like |Link to Comment
  • 2013 PS4 sales topped 4.2M; Sony announces cloud gaming/TV services [View news story]
    Long AMD, Long Sony.

    I am 51% geek, 49% intelligent investor. ;)
    Jan 8 02:21 AM | 1 Like Like |Link to Comment
  • AMD's Turn To Perform [View article]
    @ta:

    enjoying your comments. well thought and written.
    Nov 28 01:48 AM | Likes Like |Link to Comment
  • MGT Wins No Summary Dismissal, No Venue Transfer in Accelerating Lawsuit [View article]
    I think more information is needed on the lawsuit details...still difficult to believe that there have been an incorrect filing. I trust in N&V, and specially in Rowan and Presta, guys who have won a gaming case before in the same court and are leading the companys legal team.

    Still I am not worried if a patent stock price reacts rapidly both up and down.. I am used to that. ;) Just part of the "fun".

    My investment thesis is 50% lawsuit, 25% mobile skill gaming, 25% daily fantasy football.

    A unique, yet very very risky stock. Love the insider ownership and cash position though.

    Disclosure: small long MGT position
    Oct 31 07:43 AM | 1 Like Like |Link to Comment
  • The Myth Of A Looming Default: Lies, Damn Lies And Statistics [View article]
    Excellent link, craig. Thanks.
    Oct 15 03:12 PM | Likes Like |Link to Comment
  • Seeking Alpha is back up and running! [View news story]
    "We screwed up, and we're sorry."

    Delighted to see such honesty. Hats off for the whole team who fixed the site.
    Oct 4 09:00 AM | 6 Likes Like |Link to Comment
  • Market Outlook: The Game Has Changed [View article]
    Well said Amouna. Although you could change "US" in your sentence into any country or region in the world and it would still make sense in most cases... Greetings from EU.
    Jul 9 09:21 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
9 Comments
11 Likes