From the comment thread of Fred Wilson’s post Apocalypse and Bubbles:
Me:
[Quoting Bob Warfield] “This one is self-referential because Thiel uses Bubble Logic to argue that you’ve got to bet on the next bubble. Why? Because the alternative is all-out Global War and nobody survives.”[/Quote]
There would seem to be an obvious third alternative (actually, there are [...]
On 09.03.10, In Business and Entrepreneurship, Investing, Long positions, Musings memories and observations, Short positions, by David Pinsen
The last time you got your ass kicked
The Last Psychiatrist has good taste in TV. Here he blogs about a recent episode of the F/X show Louie, “Bully”. Below is the trailer for the episode. Incidentally, in addition to being a sharp writer, the way TLP breaks up his posts with roman numerals is a [...]
On 09.02.10, In Culture, Investing, Long positions, Musings memories and observations, Short positions, by David Pinsen
Wine is terroir
I had the pleasure of meeting Arnold Waldstein Tuesday evening at his local watering hole, Terroir. Nice place; don’t let the current iteration of their website throw you off. It was the first time I’d seen a bar have Riesling on tap, but I ended up having some Greek red, the name of [...]
Below are shareholder questions and answers from Alloy Steel International. As I mentioned in the previous post, these questions and answers were edited and reviewed by the company, following our call.
Q: Can you offer independent verification of Arcoplate and Super Arcoplate’s superiority to other wear plates?
A: Many clients are reluctant to make testimonials. Third [...]
On 08.30.10, In Business and Entrepreneurship, Economics, Investing, Long positions, by David Pinsen
The Alloy Steel International conference call
Alloy Steel CEO Gene Kostecki and CFO Barry Woodhouse were kind enough to spend the better part of an hour on the phone with me this evening. I transcribed their answers to the shareholder questions they addressed on the call, and agreed to send those questions and answers to them [...]
New Alloy Steel CFO Barry Woodhouse called me Wednesday night, mainly to confirm our call rescheduled for next Monday night my time / next Tuesday morning Perth time, and to make sure he had the correct number. Barry also asked for an idea of the sort of shareholder questions I’d bring up in the call, [...]
On 08.27.10, In Business and Entrepreneurship, Culture, Investing, Musings memories and observations, by David Pinsen
Iconography
Below is a proposed icon for the Portfolio Armor iPhone app. My design team ignored my suggested colors (silver, light blue, and gold, to stand out against the iTunes background) Update: my project manager informed me today that they tried my color scheme and found it didn’t look right. Let me know what you [...]
Sites of Interest
Algorithmic hedging tool for stocks and ETFs
Tools and ideas for short sellers