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rainman

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Everything posted by rainman

  1. Are USDC and GUSD safe? Thanks
  2. Can you recommend some Fidelity funds? Thanks
  3. Where can I find this ETF's holdings. Thanks
  4. Anybody has idea how this index (equity+bond) will perform?
  5. not sure why you guys bought Bright Future. I saw a big share holder gave up buying at 3.05 in their report and casino should be not good due to China
  6. How is the performance of Toby's fund? Anybody knows?
  7. Most likely MONT is a fraud. But with PDSTI acquisition, shorting it may be too dangerous ? PDSTI could acquire it and IPO in Chinese stock market.
  8. What's the difference between CHOEX and Chou Associates fund? MorningStar gives Chou Associates fund 5 star but only gives CHOEX 2 star. Can I buy Chou Associates fund in US? Thanks
  9. I am interested in his Sprint position. He was talking about merging with TMobile. Will he work with Softbank on this deal?
  10. LMCA, not sure why it is down a lot today
  11. I'm invested in this, but it's more of a bet on whether the product works as advertised. If it does and there are very few limitations to its application, then it should be an attractive product to the food&beverage industry (use less sweetener without compromising taste? also, potential cost savings? sounds pretty sweet!). The VIC post lays out the investment case very well. It's a long one. There's also good discussion on their message board. I think the author's reasoning makes a lot of sense, assuming the products work. If they don't work as advertised, then I'd be concerned about the counterpoints. I also really like this idea because of the similarities with past superstocks: the operating leverage, returns on capital, barriers to entry, competitive advantages, large addressable market. yeah i think only a few % is best so far. But i kinda want to make it bigger to like 8-9%. Just looks like a high probability of a multibagger. And i scratched intrexon from that list. And would make PIH (the insurance one) bigger. read here why: http://seekingalpha.com/article/2139333-1347-property-insurance-holdings-an-ipo-left-for-dead-with-upside-of-50-percentminus-100-percent?isDirectRoadblock=false&uprof=45 V interesting idea that doesnt seem noticed in the corner of the market. With 100% upside and a catalyst of 1 year. Also making Lombard risk bigger to like 8% instead of 4%. Can you share your point of XON ?
  12. They don't look all that hated to me. SWHC 2yr chart I have some SWHC. not bad :)
  13. Qcom is very risky, I just sold all my holdings a few months ago QCOM is trying to do the low end smart phone market. It seems to me this will not work. They do not understand how to serve the low end customer.
  14. Not sure why FFH down a lot today. Buy some FRFHF
  15. What concentration for the MBA ? Finance?
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