Tuesday, November 06, 2007


Position Update: AAPL

Don't fuck with Steve Jobs; he'll break your face open with an ax.

Can anything stop AAPL?

$200 by tomorow?

Life would be grand, if "The Fly" had all his stupid, filthy eggs in RIMM, AAPL, BIDU and ISRG-- with a few side trades in oil and gold bricks.

Instead, I keep trying to find 'the next one,' while the 'current one' continues to mint money.


Evidently you sold your JCG or you would be talking about the 6% explosion. The stock is still cheap and I am still buying. Thanks to Broker I bought the shit in the 35's too. Thanks Broker.
Still long JCG.

Will not sell, ever.

Just not that meaningful.
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I bought CROX this morning for a bounce, now I'm getting fucked in the ass. Where's justice in that?
plastic shoes are a cruel mistress
I believe in the saying: Put all of your eggs in one basket and watch the basket.
As Bill Maher says.

Plastic Crox are for toddlers and mental patients.
I think thats the ticket! Fuck 'the next one'. Forget 'value' investing. Fuck looking for underpriced companies a la Buffet. Load up on RIMM, AAPL, BIDU, ISRG, GOOG and anything with a pe above 100. 200 is even better. I'm sure China has a bunch of em.

Let the Costanza investing technique flourish.

I'll put together a small list of hi-flyers and we'll see how the portfolio looks in a month.
I'll have you know that I am a big believer in the Costanza method.

"...up was down, black was white, good was bad, night was day...."
QCOM looks like it wants to rally, I bought some APR 08 47.50 calls today... I don't know why people say QCOM is a must own stock, not really sure whats so interesting about it... people tell me they are going to dominate 4g but i always thought we were still working on 3g
The FLY:

How is your XFML doing today? You JINXed it last night comparing XFML with my SWC. Today your XFML is more than 7% in red and more after hour. My SWC is more than 7% up in green. I told you to sell XFML and buy SWC and you would not listen.

What AAPl gained a pathetic 3% only today? Laughable.

No one wants parradium clap when the Yukon Cornelius stocks are acutally run by human managers who have graduated from prestigious high schools.

Yukon Cornelius never sang a ditty about parradium, even after having removed the Bumble's molars.
Um... "actually" run.
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