fatwollit

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    • Sat Oct 11th 19:14 PM
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      Commented on:
      In the Cat Bird Seat: A Review of Emcore’s Business
      Re my previous post: in case it's not self-evident, what I meant to say was "...given WWAT's INability to turn a profit..."
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    • Sat Oct 11th 19:12 PM
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      In the Cat Bird Seat: A Review of Emcore’s Business
      I owned WWAT - should have sold when it was $2 or so, finally did sell at around $1.25 and made a couple of thou, I'm glad to say. I'm also glad to be well out of it, not only given WWAT's ability to turn a profit but also given the company's association with Emcore. An association with Menova is mentioned in the article, based on the shaky premise that one or two pages in a report seem to relate to Emcore. There is no mention of Emcore on Menova's website - look for yourselves. The writer of the article, mentions in the very first line "after much due diligence". Yeah, right! Emcore may have made a success of doing one-offs for the aerospace industry; translating that to the terrestrial field requires a new strategy, one Emcore ain't got, as far as I can tell.
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    • Wed Aug 20th 09:46 AM
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      Following Buffett's Railroad Tracks
      It doesn't matter whether or not ethanol can only be transported by rail tanker. This is one factor that can be taken out of the equation, given that people are slowly realizing that ethanol is an inefficient method of producing energy, apart from reducing the proportion of crop available for food production, thus raising food prices. That said, rail is a good industry to hold for the long term. Go Trinity!
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    • Sun Aug 10th 10:29 AM
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      Honda, Owens Corning: 'Pickens Plan' Stocks (Part I)
      OT: jwaggz, good questions from you and the first guy, but what's that apostrophe doing in 'proofers'?

      www.imagic-design.demo...
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    • Thu Aug 7th 09:32 AM
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      Wind Turbines: The New Renewable Bull Market
      Interesting article and equally interesting response from Jason Lui. One aspect the writer missed, maybe to keep the article short, was that he didn't mention any of the companies who supply the companies he did mention. Just one example, Trinity Industries, better-known for making rail-cars, also make structural wind towers. Yes, I am invested in Trinity, but how would I know Trinity makes wind towers if I wasn't?
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    • Mon Jul 28th 08:32 AM
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      Five Great Quality Companies: Are They Too Expensive?
      Bellehumeur got it half right - Apple designs for consumers, not engineers. But the here's the difference: Crocs was cool and no longer is cool - it's a fashion item, nothing more needs be said; consumers don't buy Apple because Apple products are cool, consumers buy Apple because Apple products are easy to use and go wrong less often than their competitors. Sure, Apple is cool, but that's beside the point.
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    • Tue Jul 1st 19:53 PM
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      Blogonomics: Market Manipulation?
      It seems as though Seeking Alpha wants to republish the offending article. I hope that Seeking Alpha publishes Mulcahy's biography with the same alacrity. In fact, if Seeking Alpha want to maintain any credibility, Mulcahy's biography should be published first. What's it been, six months at least?
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    • Thu Jun 26th 09:11 AM
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      Buying Green Energy Stocks Into The Elections
      I'm not sure what forcing the rich to pay a fair level of tax has to do with the absolute and urgent necessity of replacing an economy based on oil with one based on alternative energy but I guess that's one writer's political bias showing through.
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    • Mon Jun 23rd 11:47 AM
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      Microvision's No Show Hands the Pico Projector Market to TI
      Well, Mr. Mulcahy, it's the day after your article appeared and Microvision is down 70 cents, a twenty per cent drop, so it seems that your effort to aid your hedge fund's aims did the trick. At least, I don't see any other news so must assume that the timing is more than just coincidence. I'd be more upset if I thought the drop was anything more than temporary. I wonder what your hedge fund's target was? And I wonder how much the drop would have been had you placed your disclosure statement at the head of your article instead of at the end. You know, the disclosure statement that read "Disclosure: Author works in a hedge fund that is short Microvision".
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    • Sun Jun 22nd 10:11 AM
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      Microvision's No Show Hands the Pico Projector Market to TI
      Possibly, Mulcahy is correct, I don't have the knowledge necessary to make a judgement as to which is the best under what circumstances. Just to point out that, in any area of tech business, there's more than enough room for more than one player; just one example: Blackberry and iPhone, not to mention all the other cell-phone entrants out there, all busily making a profit for their respective companies. I'm inclined to think that the closing statement in Mulcahy's article says all I need to know about this story. I quote:

      "Disclosure: Author works in a hedge fund that is short Microvision"
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