| From: Paul H. Christiansen | 12/31/2023 10:22:29 AM | | | | | | EGS Portfolio Performance Update – In Perspective
For all of 2023 the EGS Portfolio gained 76.7%, more than 3X the performance of the S&P 500.
Percentages don’t resonate with investors as clearly as dollar amounts.
If an investor had invested $100,000 in all the stocks in the EGS Portfolio at the beginning of 2023 (making pro rata adjustments for number of shares owned and traded), that $100,000 investment would have grown to $176,700 by the end of 2023. |
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| From: Paul H. Christiansen | 5/2/2024 10:30:49 AM | | | | | | Efficient Market Theory debunked by SMCI
The following quote is from SMCI's CEO in company's 2024Q1 press release.
Here’s the Revenue Chart for SMCI. Most companies would kill for that level of performance.
"Fiscal Q3 net revenue totaled $3.85 billion, up 200% year-on-year, within our aggressive original guidance of March quarter. If not limited by some key component shortages, we could have delivered more." |
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| From: Paul H. Christiansen | 8/22/2024 12:16:47 PM | | | | | | I’m not suggesting that anyone invest in SSTS. However, there are some facts that are intriguing and compelling.
First, there has been validation of the SSTS technology from high profile investors, including AT&T, Google, American Tower, Bell, and Vodaphone – each highly qualified to judge the efficacy of and potential for world-wide direct from satellite to cell phone technology.
Second, we have another day of Price/Volume qualification for SSTS. The total dollar volume for the two days (8/19 and 8/21) amounts to almost $2.8 billion.
I’ve heard the comments that the SSTS products still are not producing meaningful revenues and might not do so for at least several more quarters.
So, are the high-profile investors simply more patient than us “average” investors, or do they see an opportunity that we’re not seeing? The same might be said about the apparent institutional investors who have been driving the Price/Volume data.
One explanation might be that these presumably “smart” investors DO see the financial allure of world-wide direct from satellite to cell phone technology and that a company with significant buying power might acquire SSTS. |
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