Defining Moments
We are in a philosophical mood. Life is usually defined in just a few moments. Often, these moments itself are pretty banal and/ or arbitrary, and only became obvious turning […]
Update Triangle Petroleum 6/5
It should be called Triangle gas, because there is 69Tcf of the stuff, which is a truly bizarre amount (only 10% may be recoverable, but still..). We had communications with […]
Trina Performs
Well, there was a hefty run-up yesterday in expectations of the figures, and today, now that they’re out, the’ve retreated much of that run-up. Is there justification for that?
Clinton versus Obama, the ‘vision’ thing
You what? The contest has just been decided (although it takes some time to sink in at one end of the contest), so it seems we’re a bit behind the […]
The bottom should be near for Sigma
In our latest post on Sigma yesterday, we argued that Sigma is leveraging it’s core capabilities. We can no give several examples from this from their conference call transcript. It […]
Protected: Our battery play is charging up
There is no excerpt because this is a protected post.
Protected: Guarded optimism for our battery play
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The Economic Analysis of Stocks: Sigma Design
In this short analysis, one concept plays a key role, core capabilities. Sigma Design, the stock we’ve been covering is in trouble, and this concept could offer a way out. […]
Triangle (TPLM) finances
We forgot to mention it in our previous update (it should teach us not to write about four companies in a single post anymore!), but they did a financing deal. […]
Update SIGM, TSL 2/6
Our other two plays are having a little bit of a difficult time, one more than the other.