Fuma102’s Activity

Mon Jun 22

NL

Boards Post

Fuma102 posted to the New Paradigm Investing board. 1:28 PM

Mobileye - mind... blown.

https://www.youtube.com/watch?v=kp3ik5f3-2c

Mobileye Co-Founder, Chairman & CTO Prof. Amnon Shashua talks about the future of computer vision and automated driving at the 2015 [more]

Fri Jun 12

NL

Boards Post

Fuma102 replied to the New Paradigm Investing board. 11:55 PM

Re: Mobleye's Addressable Market

A post explaining MBLY:

[more]

Mon Jun 1

NL

Boards Post

Fuma102 replied to the New Paradigm Investing board. 5:07 PM

Re: Biotech Dice Rollin' - NLNK

Data is from a phase two study.

They are currently doing a phase 3 study. There are planned interim analysis at predefined moments (ie, 150 patients reach 6 month mark, 50 patients die, 2000 patients enrolled, etc). Sometimes they halt the [more]

Sun May 31

NL

Boards Post

Fuma102 posted to the New Paradigm Investing board. 9:23 PM

Biotech Dice Rollin' - NLNK

Pancreatic Cancer currently has a 5 year survival is under 5%, with about 43,000 cases annually in the US.

Let's talk about NewLink Genetics and their pancreatic Cancer drug in stage 3 testing, which just surpassed its second interim [more]

Sun May 17

NL

Boards Post

Fuma102 posted to the New Paradigm Investing board. 1:48 AM

Being Digital: AWAY

Denny et al,

I've been thinking about the concept from Denny's post, and also trying to figure out which companies have cornered a market and do them really well and have little competition.

Netflix comes to mind. When they came [more]

Thu May 14

NL

Boards Post

Fuma102 replied to the New Paradigm Investing board. 9:48 PM

Re: This Rolls Royce Isnt Moving Fast Enough!

As an aside, I suspect most doctors are fair at best in business and wouldn't fully appreciate the ramifications of a single payer system.

we hate change in general. Then again, who doesnt.


As a Physician [more]

NL

Boards Post

Fuma102 replied to the New Paradigm Investing board. 7:55 PM

Re: This Rolls Royce Isnt Moving Fast Enough!

According to a new report by the RAND Corp. released last week, three states adopted tort reform measures that hoped to eliminate defensive medicine in emergency rooms. But those measures failed to cut spending. We believe that’s because no [more]

Wed May 13

NL

Boards Post

Fuma102 posted to the New Paradigm Investing board. 10:02 PM

This Rolls Royce Isnt Moving Fast Enough!

A comparison of NHS care vs the US system:

http://www.businessinsider.com/an-american-uses-britain-nhs-...



More care - ie, the current [more]

Thu May 7

NL

Boards Post

Fuma102 replied to the New Paradigm Investing board. 1:43 AM

Re: MNTA - tinker

(Sorry I can't italicize)....

Duma says:

There is only going to one way to control costs.....ration care, and that is the elephant in the room that no one wants to discuss.

If we ran this like a business, we would go into [more]

Wed May 6

NL

Boards Post

Fuma102 replied to the New Paradigm Investing board. 5:45 PM

Re: MNTA - tinker

The economics of healthcare is incredibly complex.

For one, you point to expensive ED care as if patients had a choice 95% of the time. Primary care offices are overburdened as well. Call any office and try to get squeezed in for an acute [more]

Fri Apr 17

NL

Boards Post

Fuma102 replied to the New Paradigm Investing board. 2:44 PM

Re: Getting To Know Zillow

Just back from a fishing excursion, here are 2 more Z thoughts.

1) I met up with an old friend who is a broker. Basically, he gets all of his leads from his network. This is a guy who grew up in an area and knows a bunch of people. He's not [more]

Sun Apr 12

NL

Boards Post

Fuma102 replied to the New Paradigm Investing board. 11:43 PM

Re: Getting To Know Zillow

I presume she meant realtor.com, which is starting to advertise a fair amount on HGTV and other networks. They're labeling themselves as the most accurate and complete real estate guide on the web. I wonder how much [more]

NL

Boards Post

Fuma102 replied to the New Paradigm Investing board. 10:58 PM

Re: Getting To Know Zillow

Great start!

Some merger info:


[more]

Wed Apr 8

NL

Boards Post

Fuma102 replied to the New Paradigm Investing board. 7:47 PM

Re: Denny's Digital List

Ha!

My wife has many other plans that we are "discussing"....

She wants new furniture, concrete floors, new bathrooms, a kitchen...

Think my last buy was UA about 8-10 months ago. Think my next buy is likely Z [more]

NL

Boards Post

Fuma102 replied to the New Paradigm Investing board. 5:55 PM

Re: Denny's Digital List

So we just bought a house, and we heard ad nauseam that "zillow isnt always accurate."

Well, we made a list of several houses in the area. We looked at all the sales over the last 3 years. made a spreadsheet comparing the [more]

Sun Apr 5

NL

Boards Post

Fuma102 posted to the New Paradigm Investing board. 2:56 AM

Denny's Digital List

[more]

CAPS Stats & Trivia

CAPS Player Rating 89.61
Player Rank 7819 out of 75215
Score 4675.87
Score Change Today -139.74
Accuracy 48.85%
Active Picks 84
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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool CAPS All Star
Board Posts 2474
Recs Received 2145
People who have rec'd these posts 518
Recs to Posts Ratio (last 30 days) N/A
Threads Started 848
Threads Started Percentage 34.28 %
Most Frequent Board New Paradigm Investing
Very First Post RE: SWAjunkie (12/12/2001)
Percentage of Posts Rec'd 39.33 %
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