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portefeuille (99.59)

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January 15, 2012 – Comments (23)

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

http://beta.fool.com/

I have to disclose a few things like "stocks mentioned in an article that are currently in my portfolio" and my "real name". I do not like that idea all that much, but I guess life is short and I have written enough about me already to make me quite easily "identifiable". My name is Volker Schulz which is quite a common name over here, so to keep the wrong ones from receiving insulting emails or phone calls (hehe) I guess I should point you to the right one. My diploma thesis in physics is the basis of this paper.

Wrong-Helicity Electrons in Radiative Muon Decay

Please do not feel free to contact me (hehe).

23 Comments – Post Your Own

#1) On January 15, 2012 at 2:01 PM, portefeuille (99.59) wrote:

http://twitter.com/portefeuillefun

 

My "fund" gained around 45% since December 19, 2010, by the way, see comment #33 here.

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#2) On January 15, 2012 at 7:01 PM, HarryCarysGhost (99.70) wrote:

Porte.... er...... Volker. Are you still bullish on ATPG?

+1 rec as always.

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#3) On January 15, 2012 at 10:03 PM, anchak (99.85) wrote:

Well Mr Schulz..What happened to my friend Hans?

 

Volker....nice to make your acquaintance!

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#4) On January 15, 2012 at 10:48 PM, portefeuille (99.59) wrote:

#2 Yes, see comment #26 here.

#3 Volker S. P. Hans Schulz, so Hans is the 4th first name. Any conclusions from the name of my Indian thesis advisor? He was born in Lahore when that was still part of India (see here). He is a great admirer of Ramanujan. And Feynman (having a photograph showing Feynman pinned to the wall at his desk) ...

A short Ramanujan biography is given in the Foreword to this book.

A mathematician's Apology

A mathematician's Apology (pdf)

 

 

Ramanujan.

 

 

Feynman.

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#5) On January 15, 2012 at 11:00 PM, portefeuille (99.59) wrote:

----------

...

1729 is known as the Hardy–Ramanujan number after a famous anecdote of the British mathematician G. H. Hardy regarding a hospital visit to the Indian mathematician Srinivasa Ramanujan. In Hardy's words:

I remember once going to see him when he was ill at Putney. I had ridden in taxi cab number 1729 and remarked that the number seemed to me rather a dull one, and that I hoped it was not an unfavorable omen. "No," he replied, "it is a very interesting number; it is the smallest number expressible as the sum of two cubes in two different ways."

...

----------

(from here)

 

Ramanujan: twelve lectures on subjects suggested by his life and work

 

Sehgal believes that the better mathematicians are from Southern India and the better physicists are from Northern India. Has to do with the weather and the more "spiritual" nature of those from the south, I think. I have to ask him about it again. My memory is not the best ...

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#6) On January 16, 2012 at 12:02 AM, portefeuille (99.59) wrote:

My diploma thesis in physics is the basis of this paper.

I recently found this. Our paper in close neighbourhood of work by a few nobel laureates, hehe ...



enlarge

(from here)

 

http://en.wikipedia.org/wiki/Felix_Bloch 

http://en.wikipedia.org/wiki/Lev_Landau

http://en.wikipedia.org/wiki/Tsung-Dao_Lee

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#7) On January 16, 2012 at 1:11 AM, portefeuille (99.59) wrote:

A.D. Dolgov, CRAZY BEES (pdf)

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#8) On January 16, 2012 at 1:17 AM, portefeuille (99.59) wrote:

----------

Hurricane Irene Unleashes Crazy Bees, Which Promptly Attack School Children

...

Thirty-eight kids at a Catholic school in Cocoa Beach appear to be the biggest Florida victims of Hurricane Irene.

...

----------

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#9) On January 16, 2012 at 1:22 AM, portefeuille (99.59) wrote:

Major Healy.

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#10) On January 16, 2012 at 1:26 AM, portefeuille (99.59) wrote:

#4

Ramanujan.

 

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#11) On January 16, 2012 at 10:55 AM, anchak (99.85) wrote:

I tried to do some research on your stuff - unfortunately I had to declare defeat- Physics was not my best forte ever - and this stuff is too intricate!

 

Yes - that Hardy story - you learn in India the first time - you talk and learn about Ramanujan!

 

Dr Sehgal is pretty parochial - LOL!

I think APJ Abdul Kalam  - does challenge that notion - of course he was not a theoretical physicist 

 http://en.wikipedia.org/wiki/A._P._J._Abdul_Kalam

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#12) On January 16, 2012 at 12:04 PM, portefeuille (99.59) wrote:

Major Healy.

Major Healey.

 

#11 He certainly told me that in connection with Ramanujan. Maybe I made up the part about the North being the better climate for physicists. He did day that many great Indian mathematicians are from the South and that he believed that it is no coincidence. Sehgal is an extremely polite person and any negative connotations must have entered via the cloudiness of my memory and my poor writing ...

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#13) On January 16, 2012 at 12:24 PM, dragonLZ (99.53) wrote:

Is this you, Porte (I did google search on your name, but there might be some other Volker Schulz's around?

I don't know why, but I always imagined your face to be of an IBM engineer that would daily come to eat at the restaurant I was working at in Backnang / Schwabenland (don't remember his name any more).

I'm sure he isn't as smart as you are, but he was a pretty sharp guy too. Very nice as well.

For some reason, I would always see him when I read your comments. Maybe I just needed to give "Porte" a face to make it easier to "talk" to you. And I guess I picked him because of the fact that both of you are Deutsche (and as I said befoer: smart and nice).

I don't think that's ever going to change (seeing his image when I read your posts / comments).

Nice to meet you, btw, and good luck with the new blog.

 

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#14) On January 16, 2012 at 12:34 PM, GeneralDemon (20.93) wrote:

Hi Volker,

I'am a huge fan of Ramanujan also. Regarding physics, the skill set required to be at a high level is much different from that of math - Also, since India is made up of people from very different migratory origins (human genetic stock) natural abilities should differ. I would posit that this has something to do with it along side the spiritual aspect as well.

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#15) On January 16, 2012 at 12:38 PM, GeneralDemon (20.93) wrote:

In Port fashion:

I'am - I am

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#16) On January 16, 2012 at 12:40 PM, portefeuille (99.59) wrote:

#13 A picture is shown here.

http://twitter.com/portefeuillefun

 

The main problem with the "new blog" is that you are not allowed to buy or sell any shares mentioned in an article for a period of around a week (the centre of the period being the "publication date"). So I guess I will not write about "major positions of my portfolio" and certainly not when relevant conferences, earnings, trial data publications, advisory panels, FDA "decisions", ... are happening or close to happening. Which is another way of saying "almost never", I am afraid ...

So my blog posts are going to be mostly about stocks I do not care about or will be "published" around Christmas. Great ...

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#17) On January 16, 2012 at 4:33 PM, chk999 (99.97) wrote:

I am pleased to make your acquaintance Herr Schulz!

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#18) On January 16, 2012 at 5:45 PM, portefeuille (99.59) wrote:

portefeuille research logo ...

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#19) On January 16, 2012 at 5:54 PM, portefeuille (99.59) wrote:

or ramanujan research ...

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#20) On January 18, 2012 at 4:41 PM, portefeuille (99.59) wrote:

another reason why you might want to "follow me".



enlarge

 

see this post.

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#21) On January 18, 2012 at 4:42 PM, portefeuille (99.59) wrote:

biopharma investing

http://beta.fool.com/portefeuille/

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#22) On May 10, 2012 at 8:00 AM, portefeuille (99.59) wrote:

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#23) On June 02, 2013 at 6:27 PM, portefeuille (99.59) wrote:

#4 other versions of "A mathematician's Apology" are here.

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