MonsterFluff’s Activity

Today

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MonsterFluff replied to the Messed-Up Expectations Portfolio board. 2 hours ago

Re: A question re. Q2 2014 press release

i did see that ALV uses the EyeQ chip. Apparently the tier1 decides on the camera/radar/laser system and then buys EyeQ if they are going with monocular.

MBLY is going to use the proceeds of the IPO partially to buy the EyeQ chip business [more]

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MonsterFluff replied to the Bicycling Fools board. 3 hours ago

Re: Cyclist arrested for riding on roadway

she's going to get hit by someone.
making a point about bicycle rights is pointless if you die
not sure she has much of a case
the shoulder appears to be adequately wide if a little rough
grab the mountain bike and bite the bullet [more]

Yesterday

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MonsterFluff replied to the Messed-Up Expectations Portfolio board. 6:21 PM

Re: Buying MBLY

one more question:

Have been looking through some of the competition including Autoliv. Some are not public like Bosch and Continental so it's difficult to know what they are doing.

Competitors

? Autoliv
? Bosch [more]

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MonsterFluff replied to the Messed-Up Expectations Portfolio board. 5:06 PM

Re: A question re. Q2 2014 press release

jim

any chance you have seen or have access to this report? Looks like a must read for anyone looking into ADAS STOCKS

https://www.asdreports.com/shopexd.asp?id=108642

Fri Sep 19

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Boards Post

MonsterFluff replied to the Messed-Up Expectations Portfolio board. 5:10 PM

Re: Buying MBLY

Competitors: Other chip makers such as Intel and Nvidia.

What about car parts companies? Apparently Bosch is close to getting some ADAS up and running. According to a report from GS, current total car production is 84 million and they [more]

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MonsterFluff posted to the Value Hounds board. 1:19 PM

Amazon from a different perspective

I love Amazon and think Jeff Bezos is a genius.
The linked article from SeekingAlpha is from a contributor who does pretty good due diligence and looks for things off to the side of the usual too well trodden path most of the other contributors [more]

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MonsterFluff replied to the Saul's Investing Discussions board. 12:28 PM

Re: Alibaba

nobody except institutions and high worth individuals get in on any hot IPO. The majority of us have to buy at the price it opens at that's always much higher.

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MonsterFluff replied to the Retire Early CampFIRE board. 11:11 AM

Re: Jim2B update

are you on one of the biologics for Crohn's--ie Humira, Enbrel or Remicade? just curious because I have patients on these and always worry about infection. There are warnings to be vigilant for signs of infection if you are in an endemic geography [more]

Thu Sep 18

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MonsterFluff replied to the Deranged Monkey Criticism board. 11:55 AM

Re: Education of a Value Investor, Spier

how much makes you rich?

Used to be a million $ and that seems like small change these days.
What's his definition of rich? Maybe I'm already there and can skip the book :)

Wed Sep 17

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Boards Post

MonsterFluff replied to the Saul's Investing Discussions board. 7:26 PM

Re: Mobileye (MBLY) Looks Very Exciting...

has anybody actually looked at the company? I would be interested to know whether they have any earnings yet, cash flow and what the debt levels are. If anyone has done some research please post it

thanks

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Boards Post

MonsterFluff posted to the Value Hounds board. 11:11 AM

another OTC stock

this one is one to avoid

http://finance.yahoo.com/news/company-ceo-coo-disappeared-mo...

This is an actual headline from a company press
[more]

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MonsterFluff replied to the Value Hounds board. 10:57 AM

Re: OTC Stocks?

looks like a big solid company and wouldn't be worried about fraud or malfeasance just because it's OTC

However, it's an insurance company an d it's into a lot of different types of insurance and will be hard to get a grip on especially if [more]

Tue Sep 16

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Boards Post

MonsterFluff replied to the Value Hounds board. 6:53 PM

Re: Lessons From This Huge Warren Buffett Failur

Have to say that I followed WEB into COP.

case in point! thanks for the example.

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Boards Post

MonsterFluff replied to the Deranged Monkey Criticism board. 1:55 PM

Re: stalwart screen

not too excited about Clorox at current prices. A higher dividend yield could change my mind

http://boards.fool.com/clorox-31411528.aspx

Mon Sep 15

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Boards Post

MonsterFluff replied to the Value Hounds board. 11:20 PM

Re: Lessons From This Huge Warren Buffett Failur

who said you should be prepared to lose 50% of any equity without flinching? And what about be greedy etc etc etc?

Maybe it was Lynch on the 1st one and Buffett on the second?

I found it odd because he knew oil prices would rebound [more]

Stock Advisor Boards Post

MonsterFluff replied to the Stock Advisor boards. 3:18 PM

Sun Sep 14

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Boards Post

MonsterFluff posted to the Value Hounds board. 6:38 PM

Lessons From This Huge Warren Buffett Failure

In a series of endless throw-away articles that the Fool grinds out every day, this one got my attention because Warren rarely creates huge failures and a huge mistake is worth reading about and learning from.

For some reason I failed to see [more]

Stock Advisor Boards Post

MonsterFluff posted to the Stock Advisor boards. 2:36 PM

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MonsterFluff posted to the Value Hounds board. 2:35 PM

Clorox

The Clorox Company is in the same space as Proctor and Gamble, Church & Dwight and Colgate. They make and sell consumer consumables worldwide focusing on cleaning, some personal care and edibles like sauce and salad dressing. Revenue at $5.6 [more]

Stock Advisor Boards Post

MonsterFluff replied to the Stock Advisor boards. 11:59 AM

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