I don’t have a lot of time right now but I just got to post this and I think it will prove to be a great first post for my new blog on investing.
My name is Jerad, I am a UCSD student studying Cognitive Neuroscience with an interest in Brain-Computer-Interfaces and Brain-Machine-Interfaces. Basically using your brain to manipulate electronic devices and the environment or using electronic devices or environment via E.Devices to manipulate your brain is my cup of tea. Also tea is my cup of tea, love the stuff.
Now, I wont normally, or at least don’t plan on, giving direct stock advice on buying or selling particular picks. Instead I will share my 12 years and growing experience with the market and teach a method or thought or discipline behind managing a profitable portfolio. Everyone has their own interests and their own strengths, thus no one strategy works for everyone. This is my effort to help you understand you own best investing self.
I believe investing is the most important thing that you can become involved in RIGHT NOW. So much of our lives is spent working for money [to do or experience the things we want]. This is a horrible way to spend such a precious gift. Instead, I hope that you will get your hard earned money to work for you. Why do I care? What is in it for me? Well, I don’t really care, and nothing is in it for me. I am not going to try and sell you anything, and this is just as much for me to work on and improve my discipline and methods and models. I do hope that some conversations started here nurture into great relationship beyond this digital interface. Maybe I’ll meet the next researcher to join my R/D team for BCIs or other businesses I have going on. Maybe Someone reading this loves to sail as much as I do and we’ll become sailing buddies [btw if ANYONE SAILS let me know, so we can go!].
A warning, I am horrible with both grammar and spelling. Sorry but its just not a forte of mine and I’d rather focus my time on finding better calls and giving more information than proof reading and editing. Hope you understand, and if not then volunteer to be my editor [or get over it].
Alright, on to the post...
Before going belly-up, however, they managed to woo viewers with productions such as Terminator 2 and Jurassic Park. They invested over 250B in r/d and were picked up out of bankruptcy for something like 48m by Rackable system inc [What a deal for 250b in RnD!]
So obviously, their history has left a bad taste in investors mouths but what do have going on now…
~20% cash per share value! thats over $3 cash in hand per every $13.xx share.
High performance super computer altics uv which can scale shared memory up to 16TB. No other competitors can do over .5TB.
Is focusing on the future of cloud computing which is “the next big thing” in tech that everyone is asking “how can I make money off what I know is the future of tech?”
Well, SGI is how.
They just popped off their first profitable quarter and no one said a thing…??? I’ve found that there are three part-time analyzers with this stock on their large list of homework [in all of wall street, that is a TOP SECRET STOCK]
Biggest Customers: Amazon, Military. Two of the largest investors in Cloud computing are already going to SGI for their cloud computing resources. They are obviously aware of this companies huge advantage over the competitors [16TB vs .5TB]. This company has always had the tech, smarts, and the resources. Unfortunately, they had some big issues with how to run books [spending too much on research and development and not working enough on creating sellable products]. Now all that amazing research [over 250billion dollars] was picked up for a mere ~48m by a company [Rackable Systems Inc] that always kept tight books with great marketing.
There time is coming, and coming soon. All that research into super computing, mass storage, shared retrieval, etc may have been their down fall but as we all know, the cloud is coming and these guys are ‘overcast’ and under the radar. Expect this stock to double in the least once wall street wakes up to the fact this has not been the same company nor is it run by the same people as before. Why Rackable decided to stick with the name we cannot imagine [I think its because they now what a score they got on all that RnD its the least they could do to remember the great work done by the scientists, but not the business men behind the wheel.]
Keep in touch, let me know what you think or send me any questions you have. Or invite me sailing if you want to thank me for all the money you are going to make ;)
Oh, and as for my qualifications: I’ve been averaging +5x the S&P 500 Longterm and my newer models, though still being tested and tweeked, are showing 40-over 100% on single month short term holds and low value stocks.
ReplyDeleteI have about 12 years experience with making and testing my models [mostly paper testing] and no back testing [hind sight is 20/20 and back testing is a tool for calibration but never a test of ability IMO].
Recently I have opened an active account for my cousin and myself which has had great success and will only be getting better with the great amount of information I’ve begun to understand.
Going to the cloud is where it's at and will continue to be. I remember not five years ago people didn't think we'd run out of IPv4 Addresses and IPv6 would never happen. Now with the explosion of smartphones it's impossible not too. Technology is going to keep growing and pervading our daily lives.
ReplyDeleteNow to find a company that truly protects the privacy of the individual from all these places. Great stock tip and any investor would KILL for that type of returns