NajdorfSicilian

Heidi Klum, supermodel

NajdorfSicilian’s Activity

Today

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 2 hours ago

Re: Ackman rides again!

Yeah, I don't know why any firm would pay 27% to the Feds if you are Canadian or Bermudan or whatever and can legally pay 4%.

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 2 hours ago

Re: GILD - more biotech news

Increasing my position here 50%. The FCF, the earnings growth, net cash, the revenue and earnings beat, the doctors clamoring for Solvadi, the fact that it pays back for itself [by curing the patient in 3 mos] in ~2 years or so [and that's before [more]

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NajdorfSicilian posted to the Deranged Monkey Criticism board. 3 hours ago

Sohn Contest

http://www.sohnconference.org/contest/

You have until Monday!

Yesterday

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 10:33 PM

Re: Einhorn sayeth

Einhorn is not a pundit, he runs Greenlight Capital. He runs it very well indeed.

He is shorting a basket of these 'overpriced tech' that he thinks can [not will] go down 90%.

So I guess we will see about the Twitters of the [more]

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NajdorfSicilian posted to the Deranged Monkey Criticism board. 5:44 PM

GILD - more biotech news

GILD, whose pricing policy ignited a fierce debate over prescription drug prices, said its new $1,000 hepatitis C pill generated quarterly sales of $2.27 billion, helping the company's quarterly net profit nearly triple.

The Foster City, [more]

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 5:43 PM

Re: Ackman rides again!

Glenn is up to 30% of port in VRX, and that's after a bit of trimming. Whoa.

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NajdorfSicilian posted to the Deranged Monkey Criticism board. 5:42 PM

Einhorn sayeth

"there is a clear consensus that we are witnessing our second tech bubble in 15 years. What is uncertain is how much further the bubble can expand, and what might pop it. In our view the current bubble is an echo of the previous tech bubble, but [more]

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 10:55 AM

Re: Ackman rides again!

Naj, do you have insight here on their model. Glenn and Sequoia were involved

I wish I did! Glenn's basis is high-40s, so I guess that's a lesson for all of us in how you ride winners.

2nd biggest position in Lone Pine's [more]

Mon Apr 21

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NajdorfSicilian replied to the Value Hounds board. 2:13 PM

Re: Value Screening and Company Knowledge

pays a dividend,
p/s < 1,
top 50 momentum,

hold for 1 year, rinse, repeat.

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 12:55 PM

Re: OT: Chess appreciation

http://www.chessgames.com/perl/chessgame?gid=1044529

Blunders in his favorite opening on move 12. He never made another mistake like it.

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 12:53 PM

Re: OT: Chess appreciation

Fischer did the same thing one time, meant to push pawn one square to ...h6, realized it was a horrendous blunder and had to play the next worst move on the board, ...h5 which gave his opponent a winning attack on his king.

Even the [more]

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 12:48 PM

Re: apparel retailers


i find it semi-amusing that this article painted Markfield as a paranoid control freak with attention on details. the author should spend a day with Mickey Drexler. It's what great CEOs do...



FYP

Fri Apr 11

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 12:30 PM

Re: Oh No! Another Amazon Post

I never used to go downtown except for the occasional cocaine binge and streetwalker walk on the wild side. Now I walk around without heroin or smack coursing through my veins. Nice!

Moving into that over-55 Active Adult Community [more]

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 12:29 PM

Re: GILD?

GILD does seem awfully cheap to me. Nice bounce today.

Thu Apr 10

Tue Apr 8

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Boards Post

NajdorfSicilian replied to the Value Hounds board. 10:02 AM

Re: ESRX on HepC

But there is no doubt that the $84k retail price for 3 months, which cures the patient, is much cheaper than not taking it.

once other new hepatitis C therapies are on the market.

well, obviously. IF they work as well. IF. I [more]

Mon Apr 7

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Boards Post

NajdorfSicilian replied to the Value Hounds board. 7:06 PM

Re: spot the errors win a star


I guess you may be right, but why? Because the fraud is already priced in?


Because the fraud can keep going for a long, long time. They don't actually have to 'make' the numbers.

People expect NFLX and AMZN to deliver [more]

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NajdorfSicilian replied to the Value Hounds board. 5:19 PM

Re: spot the errors win a star

Although with my Questcor short going to hell this morning, with a 30% takeover premium offered by Mallinckrodt (never heard of them), I wonder how useful it is to actually know about the medications. Here you have a clearly useless drug [more]

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Boards Post

NajdorfSicilian replied to the Value Hounds board. 12:37 PM

Re: Buying Quality

Also there are only...what, like 4 AAA-corps left?

MSFT, ADP, JNJ, XOM.

I think that's it. Toyota lost theirs and I think they were the last one, or maybe BRK when they lost it.

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CAPS Stats & Trivia

CAPS Player Rating 99.88
Player Rank 93 out of 74855
Score 11309.93
Score Change Today +39.37
Accuracy 76.52%
Active Picks 111
Total Picks 1355
Best Pick NFLX (+445.17)
Worst Pick TSLA (-315.47)
Average Score per Pick 8.37
Charms Earned 14
Highest Rated Favorite ClientNine
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Boards Stats & Trivia

Big funky green star, 20000 posts Feste Award Nominee! Old School Fool CAPS All Star
Board Posts 38465
Recs Received 38398
People who have rec'd these posts 2726
Recs to Posts Ratio (last 30 days) 6.10
Threads Started 6643
Threads Started Percentage 17.27 %
Most Frequent Board On Tilt
Very First Post RE: Storm Warnings1 (1/21/2000)
Percentage of Posts Rec'd 33.99 %
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