giofranchi
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Everything posted by giofranchi
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I have one. I use it. I like it. And most of all I find it to be very useful (I have never monitored and stored my phisiological parameters as easily and effectively as I am doing right now). Cheers, Gio
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I have opened a small position in AMZN. I think it is a wonderful business, and Bezos is a wonderful manager (still young and very driven). I am not comfortable with its valuation, but my downside is limited, while I could average down a lot if a correction in price comes. Cheers, Gio
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Apple Pursues New Search Features for a Crowded App Store http://www.bloomberg.com/news/articles/2016-04-14/apple-said-to-pursue-new-search-features-for-crowded-app-store Cheers, Gio
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Yes, disappointing. The way they were hyping the article I though that they had uncovered some actual information. Instead it is a bunch of idiots speculating. Hell, I can do that well enough on my own. I can probably draw a sketch of a more attractive car than what they came up with too. This article had zero value. I thought the idea of the car becoming your personal assistant was interesting and the idea of the augmented reality windshield to be interesting too. Though probably neither of them are new. Cheers, Gio
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Apple Car Exclusive: Experts Look At What Could Be A Game-Changer http://www.motortrend.com/news/apple-car-exclusive/#.Vw-kFaVbOQU.twitter Cheers, Gio
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Apple Watch's Future Will Include Smart Watch Bands http://seekingalpha.com/article/3963814-apple-watchs-future-will-include-smart-watch-bands Cheers, Gio
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Fairfax buys part of Bangalore airport
giofranchi replied to Granitepost's topic in Fairfax Financial
Thank you for posting! Cheers, Gio -
I have sold my AGN shares, and bought PFE. With relatively small positions in three very diversified healthcare conglomerates (ABT, JNJ, PFE) I hope I have built a relatively large position in an industry that will continue to be essential and profitable for the foreseeable future. Three blue chip stocks that pay good and safe dividends. Now I now that AGN shares will soar of course…! Cheers, Gio
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With a Stand-Alone App, Starz Looks Beyond the Cable Bundle http://www.nytimes.com/2016/04/05/business/media/with-a-stand-alone-app-starz-looks-beyond-the-cable-bundle.html?ref=business&smid=tw-nytimesbusiness&smtyp=cur&_r=0 Cheers, Gio
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Well, it seems you were right! Cheers, Gio
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I like PFE. Actually, I was looking at AGN as a very cheap way to get PFE shares. When they officially announce the deal is over, I will sell my AGN shares and buy PFE shares (hoping they might still be around $30). Cheers, Gio
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A Ride in Tesla's $35,000 Model 3: Musk's Master Plan Realized http://www.bloomberg.com/news/articles/2016-04-01/a-ride-in-tesla-s-35-000-model-3-musk-s-master-plan-realized I'll have to wait till 2018! ;) Cheers, Gio
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This is truly disappointing... Let's hope they find a solution fast! Cheers, Gio
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Review: 12 ways the 9.7 inch iPad Pro is different http://www.wired.com/2016/03/12-ways-9-7-inch-ipad-pro-different/ Cheers, Gio
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Google Now's voice is starting to sound way more natural http://www.theverge.com/2016/3/30/11333524/google-now-voice-improved-smoother-sound Good video about the work at Google behind artificial voice. Interesting! Cheers, Gio
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Google tackles simple 360 content embeds with VR View, introduces Cardboard SDK for iOS http://techcrunch.com/2016/03/30/google-tackles-simple-360-content-embeds-with-vr-view-introduces-cardboard-sdk-for-ios/ Already 5 million Cardboard viewers. Not bad! Cheers, Gio
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Review: Apple iPhone SE http://www.wired.com/2016/03/review-apple-iphone-se/?mbid=social_twitter Cheers, Gio
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Most Cloud Providers Keep Data Centers Secret, but Google Is Offering a Virtual Reality Tour http://www.inc.com/minda-zetlin/most-cloud-providers-keep-their-data-centers-secret-but-google-is-offering-a-vir.html Cheers, Gio
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iPhone SE Is Apple's $30 Billion Bet on 4-Inch Screens http://www.aboveavalon.com/notes/2016/3/28/iphone-se-apples-30-billion-bet-on-4-inch-screens Cheers, Gio
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ECB's Gloomy Price Outlook to Be Confirmed Just as QE Grows http://www.bloomberg.com/news/articles/2016-03-28/ecb-s-gloomy-price-outlook-to-be-confirmed-just-as-qe-expands Cheers, Gio
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Apple's Reported 2017 iPhone Plans Could Mean Its 2-Year Upgrade Cycle Is Over http://seekingalpha.com/article/3961497-apples-reported-2017-iphone-plans-mean-2-year-upgrade-cycle Cheers, Gio
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Great investing cant be taught. Its in the DNA!
giofranchi replied to premfan's topic in General Discussion
At the risk of sounding too predictable, I really don’t care being in the top 1 percent… I work with my own capital only, I don’t depend on anyone else, I love what I do, and I know I’ll be able to take care of my loved ones and at the same time to increase our wealth over time (though of course I have no clue about the rate I’ll increase it). That’s enough for me. And I am saying this in all earnestness! Cheers, Gio -
Bezos Prime http://fortune.com/amazon-jeff-bezos-prime/?xid=soc_socialflow_twitter_FORTUNE Cheers, Gio
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Great investing cant be taught. Its in the DNA!
giofranchi replied to premfan's topic in General Discussion
As far as I am concerned, it is straightforward enough: 1) I must produce more than I consume (how much more depends on the circumstances); 2) I have businesses that give me cash at the end of each month; 3) I use part of that cash to consume and the rest to increase my ability to produce; 4) If I cannot reinvest the cash I don't use for consumption in my own businesses, because they don’t need it, these are the choices I have: a) Invest it in other businesses through the stock market; b) Invest it in some indexes; 5) I usually (but not always) choose a) because I like to follow businesses, because it helps me to keep learning about business, and because I find the process very useful for managing my own businesses better and better; 6) I finally take results as they come (overall they have been satisfactory till now). Cheers, Gio