Sunday, October 22, 2017
A Ponzi scheme (/ˈpɒn.zi/; also a Ponzi game) is a fraudulent investment operation where the operator generates returns for older investors through revenue paid by new investors, rather than from legitimate business activities. ~ Wikipedia As a grizzled old vet of investing (I started...
The New “Winners of the New World” Do you remember Jim Cramer’s February 29th, 2000 speech, “Winners of the New World? "You want winners? You want me to put my Cramer Berkowitz hedge fund hat on and just discuss what my fund...
When they received FCC approval for their PATSCAN concealed weapon detection system, Patriot One Technologies achieved a major corporate milestone. With their product now approved for sales, and having already announced that pre-booking of orders for their radar based...
Last week we added SG Blocks (SGBX) to the Tailwinds Select Portfolio. At the time I worried our move was premature. I had done some reading on the Company and spoken with several investors, but had yet to do...
Tailwinds' Take: add in the Northern California fires to the list of natural disasters that can drive SG Blocks business. Lumber prices and construction costs are going higher, meanwhile these buildings are tougher against natural disasters, and faster and...
Think back six months. Do you remember all the warnings from the legendary hedge fund managers about the impending stock market doom? Paul Tudor Jones, Scott Minerd, Larry Fink, Seth Klarman, the list is long but distinguished. At the time...
The market is a great discounting mechanism. Current share price is supposed to reflect future earnings, hence discounting the opportunity. Sometimes there is a wide gap between the expectations of the market and what the future really holds. When...
Tailwinds' Take: very interesting development in the RESN story. We have long believed that the value of the technology here is well under-appreciated by the market. While a sale of the Company at this time wouldn't result in maximum...
Tailwinds' Take: great news that POLA is the backup plan of choice for this new tier-1 customer, but we need to see orders for more than storm repair before getting overly excited. The Company is well positioned for 2018...
Tailwinds' Take: we remain bullish on PTOTF (PAT.V) and this financing only improves the story. The Company needed money to help with their aggressive rollout plans. Now they are financed, will likely get research coverage out of Canaccord, and...
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