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The 10 Most Recent Messages By TMFTypeoh

Take me back to where I was.
  • Date: 1/13/19 9:36 AM
  • Number: 2894
  • Recommendations: 1
Crazy to think that this was a sub $4 billion company at IPO. That's just nuts to think about.

  • Date: 1/12/19 5:32 PM
  • Number: 778
  • Recommendations: 0
I think this difference probably represents uncertainty in the market that BMY shareholders will approve the deal.

Ditto for regulators.

Mega-mergers like this are always iffy. We shall see if it actually goes
  • Date: 1/12/19 5:30 PM
  • Number: 5097
  • Recommendations: 0
This is probably the most important lecture that I have ever heard in my life!

It blew my mind the first time I saw it.

His work is incredible.

  • Date: 1/3/19 10:00 AM
  • Number: 755
  • Recommendations: 11
I didn't see this one coming.....

  • Date: 12/30/18 6:04 PM
  • Number: 5087
  • Recommendations: 5
Personally, I wouldn't touch any automaker (besides Tesla) with a 10-foot pole, no matter how cheap shares get.

That's mostly a result of my believing in Tony Seba's fantastic work: (Continued...)
  • Date: 12/22/18 9:47 AM
  • Number: 13040
  • Recommendations: 7
I love reading these frameworks. Thanks for sharing them!

However, it's nitpicking time :)

I put it in the context of: “Would this help the world invest -- better?” The answer to that question serves as my compass.

  • Date: 12/21/18 9:45 AM
  • Number: 10271
  • Recommendations: 3
Hi Jay,

There's a TON of great coverage on on TransEnterix.

Here's an interview that I did with TransEnterix's CEO Todd Pope:
  • Date: 12/20/18 8:43 PM
  • Number: 84
  • Recommendations: 2
I don't have a ton to add after reading through the call, but here are a few random thoughts:

+Five infotainment design wins in the quarter, which bodes well for continued growth in auto.

+Four design wins in non-infotainment
  • Date: 12/20/18 2:23 PM
  • Number: 83
  • Recommendations: 5
  • Date: 11/26/18 8:09 AM
  • Number: 1195
  • Recommendations: 6
Seaspan to Increase its Pool of Unencumbered Assets to 24 Vessels

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Take me back to where I was.
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