David Meier (@davidmeier_tmf) 's Twitter Profile
David Meier

@davidmeier_tmf

Senior equity analyst at The Motley Fool. Former long-only and long/short fund manager at MFAM and 1623 Capital. Views are my own.

ID: 540259604

calendar_today29-03-2012 20:35:58

2,2K Tweet

1,1K Followers

619 Following

David Meier (@davidmeier_tmf) 's Twitter Profile Photo

Really enjoyed this video discussing the economy and markets, especially as they related to people's sentiment. Well worth your time. The individual points were very thought provoking, as were the interactions. Thanks to all!

David Meier (@davidmeier_tmf) 's Twitter Profile Photo

I agree with Puru Saxena here and continue to believe that high-quality small and midcap innovators are still the best place to look for opportunities. (Chart from Yardeni Research yardeni.com/charts/stock-m…)

I agree with <a href="/saxena_puru/">Puru Saxena</a> here and continue to believe that high-quality small and midcap innovators are still the best place to look for opportunities. (Chart from Yardeni Research yardeni.com/charts/stock-m…)
David Meier (@davidmeier_tmf) 's Twitter Profile Photo

AI tools can be very helpful, but do not use them as a substitute for your ability to think. The post below is an important reminder of that. You can think; AI cannot

David Meier (@davidmeier_tmf) 's Twitter Profile Photo

I think this is right. And the market has been punishing a number of software companies recently. I think that’s setting up opportunities for investors doing the work to sort through the “rubble” if you will

David Meier (@davidmeier_tmf) 's Twitter Profile Photo

Classic markets "climbing a wall of worry"? Or maybe another datapoint showing the "K-shaped" nature of our economy and markets?

David Meier (@davidmeier_tmf) 's Twitter Profile Photo

Bloom Energy $BE with a big move following earnings. I haven't kept up with fuel cell technology since my GE Power Systems days. Gonna get reacquainted with the tech and to see where the company is. All energy sources are in play as supply if the projected demand happens.

Rihard Jarc (@rihardjarc) 's Twitter Profile Photo

The market is currently focused on the headline numbers of these large GPU rental deals, rather than examining the details of the economics and profitability of these deals, as they are really bad. The entire industry is transitioning from an oligopoly, where margins were decent,