julian_satran

Author Archives

Recent Author Comments

On Jim Woods' "Diamond in the Rough" e-commerce play

Travis thanks for your analysis. I sold all my SHOP at the peek or close to. Their valuation is now well over what I am willing to risk. But that might change once they show that their logistic service work. I was somewhat surprised to see them adopted by [...]

Go to Comment »
On What's up with Mampilly's "These Warehouses Hold the Key to a Potential Multi-Billion Dollar Revolution" pitch?

Holds some patents on a standard for memory interfaces but not worth much beyond the current valuation[...]

Go to Comment »
On Checking out Siegel's Pitch about "Spray-On Solar Cells" and "Elon Musk’s Big Bombshell"

I (shamefully) have to admit that I did not buy TSLA until very late just because Elon Musk ventured into Solar - in my view with TSLA money (which I consider wrong based on High School physics - and consider nuclear the only solution for relatively clean[...]

Go to Comment »
On Three Founder-Led Stocks Teased by the Motley Fool

I think that the third stock is FVRR. It richly valued but has the potential to grow as it builds a relatively new marketplace. WIX has had a good run but has (now) plenty of competitors (I think there is some "personal" overlap between the two).[...]

Go to Comment »
On Investigating Mampilly's pitch about a "12 million mile battery" from Tesla's "employee #7"

Tesla Battery Day (Sep 22) - the million-mile battery and the $2 company holding the essential patent?[...]

Go to Comment »
On What's Brown's "Project Xi" All About?

Their ARM acquisition makes NVDA a real competitor to Intel and, apart from the cold war issue, could be advantaged by its lack of manufacturing (it does not have the huge financial burden of a fab)and it can use its money for what it is good at - and that[...]

Go to Comment »
On "Secret is Out" -- Small Tech Stock Builds the "Eyes" Behind Self-Driving Vehicles

Travis - You are right about EV - the pure-play are few (only TSLA and perhaps BYD) and overvalued and there is only one startup that is playing on all the advantages of an EV (TSLA and BYD have a single motor and the power train of a classical auto - shy[...]

Go to Comment »
On "Secret is Out" -- Small Tech Stock Builds the "Eyes" Behind Self-Driving Vehicles

Autonomous vehicles are many years away (LIDAR may be used for other things but the main foreseen market is AV). My personal experience with computers is that in all complex areas the gap between prediction and reality is relatively large (do we have alrea[...]

Go to Comment »
On Koyfman sez: "This $6 Semiconductor Company Could Turn $1000 into $313,000 Before the Year Ends"

However- I was still curious (my education was in electronics many years ago, but I moved to architecture and software and I was, at a point, interested in what MRAM will do to software) I looked to what has happened in the area. Everspin is a "conventiona[...]

Go to Comment »
On Koyfman sez: "This $6 Semiconductor Company Could Turn $1000 into $313,000 Before the Year Ends"

The MRAM has been around. for more than 20 years. I don’t know why it did not take over the DRAM space - although I suspect that price and density where the major factors - and could not displace the incumbent - it comsumes way less than DRAM - pract[...]

Go to Comment »
On Friday File: A New Gambling Client, Quarters from KEYS and OKTA, and a 5G Check-in

Is McCall's Investment Opportunities any good? Worth a try? (He had a cannabis sheet I subscribed once but was not really worth the money)[...]

Go to Comment »
On A "Rule Breaker" and some "Cloud Disruptors"... A Smorgasbord of "Secret" Fool Picks

I owned for a while TDOC (until the management scandal). I was doubtful of their value add and never looked back. I witnessed recently that all health-care providers where I live (in Israel) switched on their "telemedicine" services without too much fuss.[...]

Go to Comment »
On Thinkolating on Ray Blanco's tease: "Fighting The Coronavirus: 3 Companies That Could Save Lives and Make You a Fortune"

Thanks Travis. I think too that none of the pharmas will make big bucks from a vaccine. In all the countries that could pay for it, vaccine prices for a life-threatening disease are more-or-less regulated. As for vaccines - I was amazed by the level of ig[...]

Go to Comment »
On What's Motley Fool's "Netflix Killer" Stock?

I had TTD for a while and sold it when it got overvalued IMHO and put all the money on SHOP (I had both in equal proportion initially) and I still don't see them a s good buy at current prices. They have good technology and management but their technology [...]

Go to Comment »
On Friday File: Annual Review Part 3 (plus PANIC, SPCE and more)

thx[...]

Go to Comment »
On Friday File: Annual Review Part 3 (plus PANIC, SPCE and more)

What is the Netflix Killer mentioned by Motley Fool?[...]

Go to Comment »
On Friday File: Annual Review Part 3 (plus PANIC, SPCE and more)

Simulation Plus has definitely great and useful technology for the Pharma (human and vet) industry. The problem I see is that they serve a very limited market and many of its customers might be tempted to develop the technology inhouse (things would have[...]

Go to Comment »
On "TV Streaming Gold Rush" leads to " One $10 Stock That Can TRIPLE in Value"

On a very first glance BCOV does something similar to what Shopify is trying to do with shops - helping them to compete with/in-the online New World ( I am a technology guy so I like it). On a second glance very dissimilar to Shopify. The main item a video[...]

Go to Comment »
On Friday File: Earnings Season in Full Swing

Travis, What are you thinking about Shopify? With their announcement of building delivery centers they are entering the Amazon territory (and acting like both a provider of technology support and logistics to a large number of individual businesses but[...]

Go to Comment »
On Friday File: Cabot's "Insurance Disruptor," plus some updated thoughts on IIPR, KW and TDOC

I bought TDOC thanks to your analysis (thanks) and my assumption that it will be a "technology play" (with technology as an assist to make the remote visit on average better than a real visit and thus more attractive to patients). As the financial burden [...]

Go to Comment »

We use cookies on this site to enhance your user experience. By clicking any link on this page you are giving your consent for us to set cookies.

More Info