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BapchaUser
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The best insights into Silicon Valley & bio/pharma stocks, companies and their management.
The last time around that I picked on SunPower - there was a lot of opposition to my conclusions - most of which have proven to be true, plus, their [alternative energy's] situation has been worsened by a decrease in the price of crude oil, and the strength of the dollar [which will cut U.S. [...] (What's this?) XsunX (XSNX): A Speculative Bet On Solar... read more
Posted on $published
Dear Jerry: You are the CEO of a successful company - with $7 Billion a year in revenues, and profits after taxes of almost a billion. Your company, in the quarter ended Sep 30, 2008 had more revenues than it did in all of 2003. Sure, Yahoo’s operating income for the referenced quarter was half of [...] (What's this?) Six reasons to buy Yahoo! (Canadian... read more
Posted on $published
My take that gold was not a measure of anything except the desire to hoard - and my six reasons why gold is not a currency anymore brings me to my thesis on silver. Argentinum. Silver has been separated from lead and used in jewelry from 3000 BC. Now silver is a lot unlike gold. Twenty [...] (What's this?) Gold is Experiencing Record Demand: So Why Have Prices... read more
Posted on $published
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The Shelf
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