tag:blogger.com,1999:blog-1527840491496268397.post7270867198862269197..comments2024-03-08T11:20:30.095-07:00Comments on Credit Bubble Stocks: "A random tour through some scaling laws"Unknownnoreply@blogger.comBlogger12125tag:blogger.com,1999:blog-1527840491496268397.post-11018591632732395612019-11-23T19:57:42.115-07:002019-11-23T19:57:42.115-07:00AAPL!AAPL!CPhttps://www.blogger.com/profile/12701174164478027499noreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-48434088664563951842014-05-21T19:22:16.120-07:002014-05-21T19:22:16.120-07:00You are welcome.
Although I don't short, I...You are welcome.<br /><br />Although I don't short, I've learned a lot interesting things from your blog. <br /><br />Regarding BBRY, BB phones will become a niche. Its dev cost will be subsidised by cash flow from BES. Johnhttps://www.blogger.com/profile/14682393043392310140noreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-57997292348373023572014-05-21T19:04:25.752-07:002014-05-21T19:04:25.752-07:00P.S. Enjoy your comments, I hope you keep commenti...P.S. Enjoy your comments, I hope you keep commenting on the blog.CPhttps://www.blogger.com/profile/12701174164478027499noreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-72320925459289634782014-05-21T19:04:04.008-07:002014-05-21T19:04:04.008-07:00Not much I *like*. There's a lot I dislike and...Not much I *like*. There's a lot I dislike and think is going to zero.<br /><br />I really like treasuries and especially munis.CPhttps://www.blogger.com/profile/12701174164478027499noreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-50765862611277382322014-05-21T19:03:33.632-07:002014-05-21T19:03:33.632-07:00Thanks for writing.
You basically mean putting th...Thanks for writing.<br /><br />You basically mean putting the Blackberry business in runoff and not trying to develop an answer to the iphone?<br /><br />I don't think you can get a management to ever do that.CPhttps://www.blogger.com/profile/12701174164478027499noreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-90809123439715416882014-05-21T18:49:01.448-07:002014-05-21T18:49:01.448-07:00Hi,
I still own both AAPL and BBRY. My BBRY stake...Hi,<br /><br />I still own both AAPL and BBRY. My BBRY stake is much smaller. But I can't deny BBRY was a mistake. I misjudged the management. The value in BBRY is not the handset business. It's in the BES servers. The previous management mishandled the transition of the business. I saw some red flags but gave them the benefit of doubt. I still think it has a good chance to be a leaner company profitable from BES.<br /><br />I still think AAPL is very undervalued.<br /><br />I've sold down my CNRD. <br /><br />Interested to hear what stocks you like these days.Johnhttps://www.blogger.com/profile/14682393043392310140noreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-66408865267024609062014-05-21T18:30:56.281-07:002014-05-21T18:30:56.281-07:00Wow, this was exactly a year ago.
Looks like you...Wow, this was exactly a year ago. <br /><br />Looks like you made money on APPL but lost on BBRY. Curious that you owned both.<br /><br />I would think that the profit from mobile handsets is fixed or even declining (even as output is growing). Why would you want to own more than one maker?CPhttps://www.blogger.com/profile/12701174164478027499noreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-78844954497313116212014-05-21T18:29:33.362-07:002014-05-21T18:29:33.362-07:00Was just reading this old post because I was think...Was just reading this old post because I was thinking about scaling.<br /><br />John, what's new with you?CPhttps://www.blogger.com/profile/12701174164478027499noreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-79037343612138670812013-05-20T10:53:52.555-07:002013-05-20T10:53:52.555-07:00I'm surprised to have a reader who owns Apple!...I'm surprised to have a reader who owns Apple!<br /><br />I have looked at SODI - I was quite skeptical about the accounts but it looks like the credulous may have been correct on that one. <br /><br />Still really like CNRD.CPhttps://www.blogger.com/profile/12701174164478027499noreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-43878263826149557282013-05-19T22:16:53.061-07:002013-05-19T22:16:53.061-07:00I live in Australia. My formal training is in comp...I live in Australia. My formal training is in computer science. Once upon a time I wanted to do a PhD in that area. (Type systems and programming language design are precisely the research topics I was and am interested in!) But I eventually discovered Buffett/Graham and found investing is more fun, more meaningful and equally challenging intellectually. <br /><br />I have a daytime job. I manage my extended family's money in my spare time. <br /><br />Given my background, I'm comfortable with technological stocks. I current own AAPL, DLB, BBRY and GLW. At the micro end, I have CNRD and SODI. I also have some DAR and RGS. Needless to say, CNRD is my biggest position.<br /><br />How about your? What's you story and what do you own?Johnhttps://www.blogger.com/profile/14682393043392310140noreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-63222334281648104972013-05-19T20:37:32.068-07:002013-05-19T20:37:32.068-07:00Never heard of type systems - thanks.
You've ...Never heard of type systems - thanks.<br /><br />You've been a good commenter around here. What's your story? What do you own right now?CPhttps://www.blogger.com/profile/12701174164478027499noreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-25523923364345152002013-05-19T15:53:16.402-07:002013-05-19T15:53:16.402-07:00I didn't know dimensional analysis is such a b...I didn't know dimensional analysis is such a big topic that you can write books on it. <br /><br />I haven't read anything of those texts. Just a quick and naive thought: This reminds me <a href="http://en.wikipedia.org/wiki/Type_theory" rel="nofollow">type systems</a> in computer science. (Dimensions in real world are types in computer programs.) And <a href="http://en.wikipedia.org/wiki/Curry-Howard_correspondence" rel="nofollow">Curry–Howard isomorphism</a> shows type checking is equivalent to theorem proofing. Maybe here is another isomorphism that links dimensional analysis in real world to theorem proofing in mathematical logic.Johnhttps://www.blogger.com/profile/14682393043392310140noreply@blogger.com