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gog

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Community Rank: Sr. Analyst (275 pts) | Member since 06/13/2008

Picks Performance:

Outperforms

79%

of community

What's this?

All-time Return -36.97% (in 1 year)	Risk (SD) Moderate 0.00%	Sharpe Ratio 2.75
Followers 4	Winning Picks 13 of 24	Total Views 8656

Overview

Stocks

Stats

Community

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Last Activity: Added VMW to bearish list on 02/25/09

Current Stock List:

Symbol	SP Sentiment	Return	Since
VMW		-84.59%	02/25/09
VICL		+41.86%	02/14/09
ELY		+24.86%	01/27/09
JPM		-99.95%	01/23/09
M		n/a	01/23/09
ENOC		-264.04%	01/22/09
LTXC	N/A	+276.32%	12/09/08
GLD		+32.68%	11/24/08
JSDA		+11.78%	11/06/08
PFG		-12.61%	11/03/08

All-time Sectors of Interest

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Opinion & Analysis

they really are just a feature set disguised as a c.. about VMW 02/25/09
virtualization is a thin piece of the stack and easily replicable. the OS has lock and moats on the PC, virtualization is a feature and will be commodified down to zero. This is a $1b maybe

number theory about IBM 02/16/09
kind of a silly playing about with numbers theory indicates path independance has a bias to $88.00

phase 2 anyone about VICL 02/14/09
operating losses are large, classic pharma bet on probability of phase 2 outcome relative to cash burn.

overpriced about ELY 01/27/09
overpriced

sorry had to do it about JPM 01/23/09
I hope this is wrong from a systemic perspective, but I have read a little too much about the risks and balance sheet.

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Discussions

Re: Bearish on LEH ... 06/27/08
b

People Following gog ...

aazzqq

Analyst

N/A

tigerg

Analyst

80%

allhandl

Analyst

82%

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More about gog

Investment Style:
Conservative [?]

Avg exp holding time:
317.94 days

Age:
30's

Occupation:
Hedge Fund

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IN THE PRESS

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