XMFBreakerTinker

Scott Shaw - Rule Breaker Stroller

XMFBreakerTinker’s Activity

Yesterday

NL

Boards Post

XMFBreakerTinker replied to the Saul's Investing Discussions board. 9:04 PM

Re: Changes in my portfolio - advance notice

Duma,

Now I remember why I only invest in either very early stage biotechs like Vertex whom have products that in a very rare case can be said to work and be utterly new and better, or on FUD infested biotechs with world changing drugs like [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 5:48 PM

Re: Profound systematic Example of Governtment W

<<<Sorry kids, but that's just the way it is. I'm sure the politicos will run from this because it's hard to explain to people, but get me an engineer in front of those rickety wooden stairs and he'll be back with a bucket [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 2:48 PM

Re: On Nutanix

https://www.theregister.co.uk/2017/06/26/dell_emc_overtake_n...

God bless the British press, not just financially, but they still practice [more]

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Boards Post

XMFBreakerTinker replied to the Saul's Investing Discussions board. 2:18 PM

Re: Changes in my portfolio - advance notice

<<<The problem that makes this therapy expensive from a manufacturer's cost perspective is that for each patient there is a custom treatment that is very difficult (bordering on not possible) to automate. There are other challenges. Most [more]

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XMFBreakerTinker replied to the Saul's Investing Discussions board. 12:54 PM

Re: Changes in my portfolio - advance notice

<<<This, on the other hand, is one-shot and you are apparently cured, in a significant percent of the patients. If you were the patient or the insurance company, which would you go for?>>>

As a patient, no [more]

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Boards Post

XMFBreakerTinker replied to the Saul's Investing Discussions board. 11:58 AM

Re: Changes in my portfolio - advance notice

<<<last comment and I would hope that Tinker could weigh in here because he has a lot of experience on the investment side of early stage biotechs as does Mauser (I lived through many of them with long long long discussions on the NPI from [more]

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XMFBreakerTinker posted to the New Paradigm Investing board. 11:33 AM

CMG - RIP

https://finance.yahoo.com/m/f71f1bf6-fc2f-3e13-8e6e-dde984f5...

In my entire life I cannot recall a news item shutting down [more]

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Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 11:17 AM

Re: Now "climate Changing" causing sur

When someone tells me that I shouldn't post something that interests me because it distracts from what I CAN GIVE THEM, and then gives me nothing back, I am not real interested in responding to your post, or to anyone who just wants something, [more]

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Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 11:10 AM

Re: MNTA vs Amphastar

Duma,

I have not. With SHOP up more than 130% and NVDA up more than 65% this year, been no need to look into speculation like that at this time.

Let us know how it goes though. Been so long I actually forget the [more]

NL

Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 11:09 AM

Re: On Nutanix

Nutanix is the leader in the field of a two horse race, okay a three horse race, but the third horse is only in the game for the competition and not the crown.

Nutanix is #1. However Dell/EMC/VMware actually sold the most, but only if you [more]

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XMFBreakerTinker posted to the New Paradigm Investing board. 12:08 AM

Now "climate Changing" causing surge in child ma

http://news.trust.org/item/20170720130523-kqfzw/

For those leftists out there who say "this is off topic for the board", who cares. All you guys do is change the [more]

Thu Jul 20

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XMFBreakerTinker replied to the New Paradigm Investing board. 9:23 PM

Re: On Nutanix

Like with NVDA earlier this year (well NVDA was much more profound actually) it was utterly clear to me that NVDA was not going to be worth less than it is now when I bought it. That is why I was able to only hold 2 stocks. There was no way in heck [more]

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Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 9:03 PM

Re: On Nutanix

https://www.theregister.co.uk/2017/02/17/hyperconverged_mark...

I like the register. The British have perhaps the best and most informed [more]

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Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 7:08 PM

Re: Tech Tops Dot-com Bubble Top

Denny,

That chart is profound in some respects, and in other respects, just shrug my shoulder.

Obviously we were in a huge bubble internet wise.

However, we had some blow outs markets over the past few years while still [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 6:43 PM

Re: More on TTD

http://www.theexchangelab.com/freshpet/

Here is a programmatic ad campaign case study. This, I assume, is what TTD does. This case study is from a competitor, and I assume this is a best [more]

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Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 6:39 PM

Re: Profound systematic Example of Governtment W

Goofy,

This is systematic because this type of problem comes up over and over and over again, and yet the problem is always, not more accountability , not more rationality, not more efficiency, but we need MORE of other people's money to [more]

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Boards Post

XMFBreakerTinker replied to the Saul's Investing Discussions board. 1:51 PM

Re: "Super Stocks"

All these studies are limited. Take for example the recent studies that "diet drinks cause weight gain," or "diet drinks don't help diets." Really? Yet they can find no link as to cause as to why this is.

I will tell [more]

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Boards Post

XMFBreakerTinker posted to the New Paradigm Investing board. 1:13 PM

On Nutanix

Making no other comment other than the recent gushing by analysts over Nutanix. I don't think the analysts know squat in regard, at least wit what they tell us for free, however there are things that can be determined anyways in [more]

Wed Jul 19

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Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 11:29 PM

Re: SHOP with EBAY and AMZN

https://finance.yahoo.com/news/unheralded-ebay-inc-ebay-stoc...

Fascinating, here we have SHOP being seen as a huge benefit for EBay. The power of the [more]

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Big gold star, 5000 posts Top Favorite Fools Old School Fool
Board Posts 12311
Recs Received 28652
People who have rec'd these posts 1923
Recs to Posts Ratio (last 30 days) 14.50
Threads Started 1605
Threads Started Percentage 13.04 %
Most Frequent Board New Paradigm Investing
Very First Post A RBSold: PDL BioPharma post. (1/6/2005)
Percentage of Posts Rec'd 66.92 %
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