So what happens when more major US states issue recreational licenses? Per David Ricardo's comparative advantage theory, would it make more economic sense to grow flower in North Eastern Canada or California, Mexico, and Colombia?[...]

Looked at this a while ago. Lot of goodwill. Big waste of money buying cable & wireless assets. Really have a hard time believing this is going to be a 20 bagger. You can "bet my bottom dollar" that this is not on my top priority lists for new money invest[...]

It was mostly due to Chipotle and Fannie Mae. Very concentrated portfolio.[...]

And sell side brokers were hammering INTC pitching AMD instead but trees do not grow to the heavens and everything has a price. The three year $/share median price for AMD' stock is $11 vs ~$18 today.[...]

Einhorn stated that his fund exited at $60 in the 3Q18 investment letter, noting that he was not going to get round tripped again on this one. Wellington appears to have been dumping a bunch of its shares. On a sequential QoQ basis, earnings are contractin[...]

This presentation has snake oil salesman written all over it. There must be a sucker born every minute. The contract manufacturing industry is not a good business.[...]

Environmental and toxicity issues present tail risk.[...]

Well FDA came out a bit earlier and looks like Mr. Altucher is eating humble pie. Stock down 63% today. "Buy the rumor sell the news," as the old saw goes.[...]

I question the mental sanity of this fellow given some of his antics and lack of filter when it comes to discussing his personal life. If he has a cohesive investment philosophy apart from "leveraging his network" of super smart "in the know" smart money i[...]

Not going to move the needle for CME. Folks have also been teasing NVDA and MU and TSM as backdoor "mining" plays but they actually have no idea that we've reached the physical limits of processing power so once again, this is not a great way to play bitco[...]

They do open up your mind to broader asset classes but, like so many newsletter, they are taking well known concepts and simply rebranding them as their own. Still have mixed feelings about signing on as a permanent subscriber.[...]

The main issue I have is this guy is extremely arrogant and follows the Newsletter Marketing Formula to a T: scaring you for "missing out" if you don't jump in quickly to capitalize on the human nature for greed. As a value investor, I find it tough, becau[...]

The Canadian Juniors have over hyped lithium. All the big players: ALB, FMC and SQM are fairly valued. Don't see the market that far out of whack from a supply/demand perspective and cheap gas is going to stall the transition to 100% electric cars.[...]

Yastine is pushing CUDA but my technology analyst friends tell me FEYE is the go to name and is small enough at $3bn in cap that it would make a good acquisition target potentially even though it is currently not profitable.[...]

Bitcoin mining is a great way to spend a lot of $/kWh for little reward and the computing power keeps getting more intense. Not a good ROI on time or money in my view.[...]

No. I think these guys are a bit full of themselves and over hyping the conference. You can listen to an audio feed for $500 which seems like a rip off.[...]