Jeremy Hamill-Keays

swedenclunk’s Activity

Tue Nov 18


Boards Post

swedenclunk replied to the Ambarella board. 10:39 AM

Re: Getting twitchy...want to sell

Christmas coming, GoPro is the must have present.

Additionally maybe someone will bid, no figures to back that up, just a feeling. Lots of cash rich companies wanting a quick start.

Thu Nov 6

Blog Comment

swedenclunk commented on jddenton's blog post. 3:10 AM

what in the world

I think SA is a good point to get some new ideas. Also its has a long term view. That then has drawbacks, and coverage is rapidly out of date.

For me the financial metrics are never put forward for


Sat Aug 11


Watercooler Post

swedenclunk wrote 7:27 AM

Turned 46, realised that my Swedish pension was decling every year (going to Vegas would have been better). I would love to be rich, but being able to enjoy retirement is a must. So looking to grow a base. My house is a great start, worth 2* what I paid for it, and whilst I am not paying back the loan it continues to grow. So in my I decided to take control, at least of some of my funds. I had a mainly UK based portfolio. I took some funds and put into Bank bond (lloyds), paying out 11% per year. The risk is the bank goes bust or defaults, is today low (I guess the market doesnt think so). I sold Vodafone, a great cash cow with a great yield but mobile networks are utility companies, very little in brand value anymore. I work in mobile services, and one company kept popping up...Amazon. Having been on a business development course, we took a look at Amazon. You have to say a very efficient company with great execution. I think they have massive growth potential. Last Xmas as I travelled back to the UK, I just sent all the presents from Amazon. All arrived. I was a convert. Films and music are all moving digital, and Amazon is rapidly taking leading posiion. I think their application offering is poor, but ILOVEFILM is better known here than Netflix.. Tough competition from TV companies (cable), all of whom have streaming services. So maybe I should have kept VOD, but long term I think AMZN will go great guns. Next choice was DDD 3D systems. I think mass manufacturing is a way away, but for many products this tech is obviously a winner. I sold Coke, KO. I think its a great stock, but fully valued right now, and the yield needs to improve. Looking at Monster to replace, and glad I waited given the news (investigation). CMG, SBUX are also high on my watch list. TEA might make a show, but it will be a low value purchase. I also own BP, and BDEV (housing). Not happy with either, but they are moving up. Learning when to sell is harder tha learning when to buy:-)

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