Heuristocrat
Location:
Heuristocrat
Website:
http://www.research2zero.com
Bio: Tech, Biz, Books, ROI, Comedy, Science, Woodworking, Tennis, Kids, Boston, NYC, SF, Paris
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Heuristocrat
A light went on today and I could see that I will never get an iPhone. iPad yes but iPhone no. I enjoyed the insight. $AAPL
Mar. 17 at 8:27 PM
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Heuristocrat
I don't follow Sprint $S but if the "good news" is only that as they get smaller and smaller they lose fewer customers... well no thanks.
Feb. 11 at 7:20 AM
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Heuristocrat
I bet the guys at $MOT are feeling pretty lousy after betting their whole plan on Android and seeing $GOOG in the market now. Did they know?
Jan. 6 at 9:04 AM
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Heuristocrat
Sold some $NVDA yesterday given that it has reached our IV figure of $18. Could be some weakness in Q1 to exploit with Fermi delayed.
Dec. 29 at 4:40 AM
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Heuristocrat
Looks like Santa came for an early visit. $RIMM up big after hours. Stock topped our IV list last month is #1 position. The system works.
Dec. 17 at 5:19 PM
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Heuristocrat
$INTC is already in too much antitrust hot water to acquire $NVDA. Sorry.
Dec. 9 at 12:45 PM
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Heuristocrat
At the barn with degraded network service, waiting for the tech. Have enough bandwidth to wrap up our follow-on research report on $AONE.
Nov. 6 at 7:54 AM
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Heuristocrat
When the news is bad, the market goes up. When the news is good the market goes down. Simple! Except for $MSFT which is my turtle stock.
Oct. 15 at 11:46 AM
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Heuristocrat
New $MSFT snapshot published yesterday. IV = $30 Report is up on the website but registration is required. www.research2zero.com
Oct. 15 at 3:10 AM
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Heuristocrat
$DELL commenting they will be active in M&A. Major bank commenting that we are seeing "perfect storm" for M&A transactions. Hold on tight.
Oct. 13 at 9:20 AM
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Heuristocrat
$CSCO purchase of $STAR looks to be just over 6x TEV/Sales and 20x EBITDA. Aggressive move into mobile and video delivery.
Oct. 13 at 9:13 AM
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Heuristocrat
No doubt IBM is "darkening the sky with plane"s of resources to New Zealand Air after the big outage. Reminds me of the old days... $IBM
Oct. 12 at 12:00 PM
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Heuristocrat
Now post on how gold is getting crowd-sourced by the rich into a global store of value over currencies. $gld http://blog.research2zero.com
Oct. 9 at 6:08 AM
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Heuristocrat
Something smells funny about this $brcd takeover business. How does a potential buyer justify paying 2x because they company leaked it?
Oct. 8 at 10:20 AM
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Heuristocrat
Started another blog for aspiring sell side analysts that will offer helpful tools and resources. http://blog.sellsideanalyst.com $$
Oct. 6 at 5:28 AM
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Heuristocrat
Back in Paris. Attended a GaveKal event there this morning. Just posted a short update on $NVDA over at http://blog.research2zero.com
Oct. 2 at 11:48 AM
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Heuristocrat
The A123 report is out! $AONE Available over on our website (registration required though) and some other downstream markets later.
Sep. 24 at 8:10 AM
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Heuristocrat
Wrapping up our overview report on A123 just in time for release today. Still more work to do on patent issues and valuation. $AONE
Sep. 24 at 5:59 AM
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Heuristocrat
Put up a short post on $GOOG this morning suggesting that international growth may be curtailed by foreign players. It's gonna cost Google.
Sep. 8 at 1:52 PM
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Heuristocrat
Put up a post on an interesting cancer therapy company $CRIS over at http://bit.ly/3jPqpl
Sep. 4 at 10:57 AM
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Heuristocrat
Very nice insider trade for Carl Bass, CEO of $ADSK, who snapped up 25,000 shares at $12.17 on March 5th. Stock now over $24.
Aug. 20 at 2:47 PM
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Heuristocrat
New post up on not overthinking the market here. http://blog.research2zero.com $QQQQ
Aug. 20 at 6:51 AM
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Heuristocrat
So the is the pressure on $NVDA related to the potential settlement with $RMBS? NVDA doesn't have much room in margins!
Aug. 19 at 3:09 PM
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Heuristocrat
Canaccord Adams discovers $AAPL and upgrades to "Buy" today. That's got to be an awkward morning call!
Jul. 22 at 9:22 AM
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Heuristocrat
$1.35 versus $1.17 is not an "enormous" upside CNBC! Come'on. $AAPL
IV on AAPL is $150 so decisions should be easy.
Jul. 21 at 4:34 PM
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Heuristocrat
Posted $NVDA analyst day notes here: http://bit.ly/fcngZ
Jun. 17 at 6:15 AM
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Heuristocrat
Listening the $NVDA analyst day. Putting all my notes in a blog post that I'll publish after.
Jun. 16 at 1:52 PM
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Heuristocrat
I was very lucky in $PALM. My $13 stop was hit on Friday and the stock was sold. Didn't have to take the post-intro reality hit today!
Jun. 8 at 9:42 AM
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Heuristocrat
Jobs return plus iPhone update next week should push $AAPL through and above our $150 IV estimate. Taking profits above that.
Jun. 5 at 2:47 AM
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Heuristocrat
@pendolino I like the MS $AAPL note on the 30 for 2013 and agree. I still think the shares are worth $150 in 2009, no more, no less. ;-)
Jun. 2 at 5:06 AM
