portefeuille’s Activity

Thu Apr 17

Blog Comment

portefeuille commented on zzlangerhans's blog post. 6:47 AM

On capitulation.

Something else we do differently.

We publish all our trades usually soon after order execution. TF works as ER physician, has wife, kids, travels occasionally, so longer than normal delays might simpy be due to

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Blog Comment

portefeuille commented on zzlangerhans's blog post. 5:47 AM

On capitulation.

A great side effect of #zzporte succeeding would be that we would demonstrate that quite a few things can be done "differently".

An incomplete list of things I think we do in a slightly less ordinary

[more]

Wed Apr 16

Blog Comment

portefeuille commented on zzlangerhans's blog post. 3:29 PM

On capitulation.

bonds, real estate

At least I imagine he does at least have some cash laying around and maybe a small flat in or near Miami Beach ;)

Blog Comment

portefeuille commented on zzlangerhans's blog post. 2:54 PM

On capitulation.

#9 I don't like the idea of hedging. Biopharma options are just too expensive (high IV) and the indices are too large cap / blue chip heavy to be used. Cash management and shifting between high and low beta is the way to go (I

[more]

Blog Comment

portefeuille commented on zzlangerhans's blog post. 1:45 PM

On capitulation.

Diversification would not have helped all that much. Cash would have helped, short positions and put options would have, but we were and still are very diversified. The overweight of the RNA(i) / gene therapy sub-sector was a

[more]

Caps Pick

portefeuille made a pick in CAPS. 12:40 AM

National Bank of Greece (ADR) (NBG) will Outperform the S&P 500

Caps Pick

portefeuille made a pick in CAPS. 12:40 AM

Cytokinetics, Inc. (CYTK) will Outperform the S&P 500

Caps Pick

portefeuille made a pick in CAPS. 12:40 AM

Transition Therapeutics Inc. (TTHI) will Outperform the S&P 500

Caps Pick

portefeuille made a pick in CAPS. 12:37 AM

Interactive Brokers (IBKR) will Outperform the S&P 500

Caps Pick

portefeuille made a pick in CAPS. 12:37 AM

Johnson & Johnson (JNJ) will Outperform the S&P 500

Caps Pick

portefeuille made a pick in CAPS. 12:37 AM

Alexza Pharmaceuticals, Inc. (ALXA) will Outperform the S&P 500

Caps Pick

portefeuille made a pick in CAPS. 12:37 AM

Emergent BioSolutions (EBS) will Outperform the S&P 500

Caps Pick

portefeuille made a pick in CAPS. 12:36 AM

ACADIA Pharmaceuticals, Inc. (ACAD) will Outperform the S&P 500

Caps Pick

portefeuille made a pick in CAPS. 12:36 AM

Repligen Corp (RGEN) will Outperform the S&P 500

Caps Pick

portefeuille made a pick in CAPS. 12:36 AM

XOMA Limited (XOMA) will Outperform the S&P 500

Caps Pick

portefeuille made a pick in CAPS. 12:03 AM

RECEPTOS INC (RCPT) will Outperform the S&P 500

Tue Apr 15

Blog Comment

portefeuille commented on zzlangerhans's blog post. 11:45 PM

On capitulation.

always new

always knew

is far

is the far

Blog Comment

portefeuille commented on zzlangerhans's blog post. 11:39 PM

On capitulation.

One important comment first. I am not a genius :)

This is a great post, reminds me of the best posts by checklist34.

[more]

Blog Comment

portefeuille commented on zzlangerhans's blog post. 11:05 PM

On capitulation.

#zzporte top40 positions.


[more]

Caps Pick

portefeuille made a pick in CAPS. 4:56 AM

Cardiome Pharma Corp. (USA) (CRME) will Outperform the S&P 500
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CAPS Stats & Trivia

CAPS Player Rating 99.56
Player Rank 336 out of 75542
Score 24165.49
Score Change Today 0
Accuracy 62.05%
Active Picks 168
Total Picks 1742
Best Pick HGSI.DL (+1203.70)
Worst Pick ZLCS (-143.04)
Average Score per Pick 13.87
Charms Earned 12
Highest Rated Favorite zzlangerhans
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Boards Stats & Trivia

Feste Award Nominee! CAPS All Star
Board Posts 7
Recs Received 7
People who have rec'd these posts 7
Recs to Posts Ratio (last 30 days) N/A
Threads Started 2
Threads Started Percentage 28.57 %
Most Frequent Board Mechanical Investing
Very First Post ... (6/27/2009)
Percentage of Posts Rec'd 42.86 %
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