DutchMark’s Activity

Yesterday

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 6:19 PM

Re: OT: Jim Chanos on Tesla

The needs for charging go up geometrically, since every car needs charging for its entire life, but they only recover the cost of the charging network once, when they sell the car. Methinks I see a change in plan somewhere down the line. [more]

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 4:39 PM

Re: OT: Jim Chanos on Tesla

Speaking of AC, what happens to the range of an electric car if you have the AC on, which in many places, is all the time? What do car electronics, heating, seat heating, and headlights do to the range of electric cars? Is the range quoted an [more]

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 1:58 PM

Re: OT: Jim Chanos on Tesla

Market cap is $53 billion, so 15x means net earnings over the cycle of about $3.5bn a year.
Pencil in maybe $2000 net profit per vehicle on maybe 1.75 million vehicles per year.
(I can't think of any obvious reason that by the time
[more]

Thu Nov 9

NL

Boards Post

DutchMark replied to the Apple board. 2:31 PM

Re: Clash of Titans!!!!

I'm the same person. I buy a $10 vase and a $1000 vase. The credit card company charges different prices, yet their costs for processing are identical.

Common Goofy, I know you are smarter than that. Credit card companies [more]

Mon Nov 6

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 12:56 AM

Re: Amapozoni

Ask any engineer which company they would want to work for ?

Uh, not Tesla. I thought so for a little while, and they even approached me. But they stopped being interested when it turned out I actually have a (family) life. Maybe [more]

Sun Nov 5

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 11:22 PM

Re: OT: The NEW Bubble

I thought about buying some Bitcoin a few years ago. It was fluctuating between $60 and $100 at the time. I didn’t because the only way to get any involved sending money on a trust basis to some account in Poland or Japan and it didn’t feel good to [more]

Tue Oct 31

NL

Boards Post

DutchMark replied to the Amazon.com, Inc. board. 8:32 PM

Re: WMT and GOOGL gang up on AMZN

If Sears had immediately moved its catalog online and migrated it's model, it might still be a competitor today.

Well, we’ll never know for real of course, but me thinks not. Amazon as a business and its philosophy is more than [more]

Thu Oct 26

NL

Boards Post

DutchMark replied to the Apple board. 12:57 PM

Re: iphoneX

I think I’ll get the iPhone XS next year ;-)

Tue Oct 24

NL

Boards Post

DutchMark replied to the Apple board. 4:33 PM

Re: Touch ID


For anyone who might be wondering, if they happened to put their thumb on a red hot gril while they were barbecuing could they still open their iPhone with touch ID the answer is no. - Ned


OK, now you have me wondering if [more]

Thu Oct 19

NL

Boards Post

DutchMark replied to the Apple board. 3:26 PM

Re: Apple becoming America's favorite compan

My first was the SE/30. Thought I was petty techie when I hooked a color monitor up to it. LOL

Mine too! With a 15” Radius greyscale second monitor. Cost me like $15K in todays money. I needed to travel with it regularly and [more]

Sun Oct 8

NL

Boards Post

DutchMark replied to the Apple board. 7:03 PM

Re: Amazon's Echo strategy is about creep


AAPL went partway with the AppleTV, but they did not finish the deal. The AppleTV could easily be the hub of the house, but the fact that you have to find the bloody remote to use it as a hub completely kills it. If they had added the voice
[more]

Sat Sep 30

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 3:10 PM

Re: Demographics and Interest Rates

inflation-adjusted interest rates have steadily declined in recent decades, and are now negative in most advanced countries.

But hasn’t that always been the case? I don’t think it has ever been positive in my lifetime. The article [more]

NL

Boards Post

DutchMark replied to the Apple board. 3:01 PM

Re: Yeah, this is how I feel

The thing that currently grates me most is the stability of MacBooks. (Pro in my case, but I doubt it matters) I use it at my desk, connected to a monitor. When I close it and unplug it from the power supply, monitor and network, I have about 75% [more]

Sun Sep 24

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 12:41 PM

Re: Invert! Short Selling!

The main problem I see with short-selling that hasn’t been mentioned is the limited upside. It’s always a short-term trading strategy as opposed to long-term investing. Not to mention the unlimited downside of course.

The other problem with [more]

Sun Sep 17

NL

Boards Post

DutchMark replied to the Amazon.com, Inc. board. 9:02 PM

Re: Sale of Whole Foods stock - Question

Correct.

Sat Sep 9

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 12:34 AM

Re: Watson not what it's hyped up to be...

Kelbon is right on. Here's my post from about a year and a half ago
http://boards.fool.com/ibm-is-positioning-watson-as-their-ne...

NL

Boards Post

DutchMark replied to the Amazon.com, Inc. board. 12:17 AM

Re: WMT will use NVDA and AI to dump AWS

I doubt AI is the missing piece for Walmart. There's an itsy bit more to online retail than AI.

Mark

Thu Sep 7

NL

Boards Post

DutchMark posted to the VMware board. 12:01 AM

20-step analysis of VMW

http://marketrealist.com/2017/08/why-vmware-launched-appdefe...

More like 20 paragraphs, but more info compiled together than you find in your average [more]

Thu Aug 24

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 8:50 PM

Re: IBM in the food chain

A big power plant and a host of servers is all it takes to take over the world?

Except that it costs you more than half the world to acquire the other half. If someone controls half the world, we're in trouble [more]

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