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portefeuille (99.50)

January 2012

Recs

7

fund trades

January 28, 2012 – Comments (153)

What this "fund" is about is described here and here.   [more]

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6

cotton wool

January 28, 2012 – Comments (6)

In the 80s I broke my leg skiing in the Alps at the age of 12 or so and it happened around a mile from the hospital of Schladming which apparently has doctors with huge experience in treating broken arms and legs, as the hospital was the hub for treating all the injuries from one of Austria's busiest skiing areas. Tibia and fibula of one leg were broken right above the boot ("Schuhrandbruch" <-> "edge of boot fracture") and the doctors in Germany later told me that it had been pretty audacious to not use any screws or nails or whatever standard procedure is to take care of such an injury. Without that stabilisation the risk of the bone parts getting out of the correct position in the first few days was, according to them, far too large. Those Schladming doctors had used the trick of dispensing with the one inch cotton wool layer and instead simply wrapping the leg with something like toilet paper and thus leaving almost no room between muscle and cast. No space to move, no nails. Maybe zzlangerhans can tell me whether the German doctors were simply amateurs, or whether the Austrian one were really professional in the art of casting. I think they still used chloroform at the time and I was supposed to count from 1 to 100 (maybe from 100 to 1) to see whenI would stop and they could start. I still remember not being fully narcotised yet and noticing them beginning todo their work and begging them to give me more of the chloroform. I think I told them they should give me the dose for grown ups or as much as one could possibly receive. Really scary, hehe.  [more]

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8

MITI

January 26, 2012 – Comments (4)

mhy729 just reminded me (see comment #113 here) that I had not yet celebrated the MITI acquisition. I think I am a little jaded by the recent "success" of my biopharma stock picking (my "fund" gained around 70% since its December 2011 performance low). I do have reason for a little MITI celebration though, I guess.  [more]

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4

ILMN

January 24, 2012 – Comments (13)

The performance low of my "fund" (see here) in December was at around -20%. Today the performance should easily reach the greater than 30% zone thanks to news on AAPL and ILMN.  [more]

Recs

2

fund trades

January 21, 2012 – Comments (170)

What this "fund" is about is described here and here.   [more]

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4

sectors

January 21, 2012 – Comments (4)

Introducing the "sectors" tab in the "caps" game was a good idea. Stripping the "delisted" stocks of their tags and thus making them disappear from the sector analysis was a bad one. My two main players are "actually" above 5000 points in the "biotechnology" sector with almost exclusively "outperform" calls and this fact might convince some players that buying a few shares of companies with large losses might not be such a bad idea. It is just hard to see how many score points in the sector they would have were one to reassign the tags to the delisted stocks. Exclusion of "secondary" players and "analyst tracking" players from those sector top5 lists would also be nice ...  [more]

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9

Germany

January 19, 2012 – Comments (19)

German stocks or ETFs are now four of the current top ten positions of my "fund" (see here).  [more]

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2

chart

January 19, 2012 – Comments (27)

update of the usual figure displaying the S&P 500 index (see this post).  [more]

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1

biopharma investing

January 18, 2012 – Comments (0)

a post for that new blog post thing (see here).  [more]

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16

disclosure

January 15, 2012 – Comments (23)

As I want to start writing a few articles for that new blog post thing  [more]

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4

fund trades

January 12, 2012 – Comments (163)

What this "fund" is about is described here and here.   [more]

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4

biopharma investing

January 12, 2012 – Comments (3)

I have written quite a few posts on biopharma stocks. Apart from the linked stuff and the copies of parts of posts and "pitches" by zzlangerhans they contained little information. I still think providing more "original portefeuille" stuff is hardly useful as I am not all that entertaining and still not all that competent. I am doing alright trying to convert the stuff I read and listen to into "caps" game calls on stocks and virtual and less virtual trades and I might be approaching statistically significant effectiveness in "profitable biopharma investing" (in comparison to placebo in the form of the monkey with darts).  [more]

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8

2012

January 09, 2012 – Comments (9)

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2

fund trades

January 05, 2012 – Comments (170)

What this "fund" is about is described here and here.   [more]

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