Je suis Geraint Thomas

Je suis Geraint Thomas Thomas Thornton, CEO, Hedge Fund Telemetry Je suis Geraint Thomas As many of you know, I am an avid cyclist.  I raced throughout my life (from 11 years old) and I was pretty good but never good enough to take it to the professional level.  It...

Mission Impossible

Thomas Thornton, CEO, Hedge Fund Telemetry Mission Impossible I‘ll admit I’m a big fan of the Mission Impossible films.  Tom Cruise is simply awesome as Ethan Hunt who can jump from building to building or to hang on to outside of a plane when it’s...

Yuckerberg

Yuckerberg Thomas Thornton, CEO, Hedge Fund Telemetry Yuckerberg F acebook reported weak numbers last night and the conference call was even worse.  The stock has erased $125 billion off its market cap, the largest market cap loss ever in a day.  Mark Zuckerberg sells...

Planes, Trains, and Automobiles

planes, Trains, and Automobiles Thomas Thornton, CEO, Hedge Fund Telemetry Planes, Trains, and Automobiles Today’s note is once again focused on “Planes, Trains, and Automobile” sectors which I do every so often.  There are a lot of opportunities...

Search and Destroy

Search and Destroy Thomas Thornton, CEO, Hedge Fund Telemetry Search and Destroy Alphabet (or Google) crushed earnings last night.  Search trends continue to be strong with paid clicks +58% yoy and that a huge 900 bps ahead of expectations.  They have no competition...

Stayin Alive

Stayin Alive Thomas Thornton, CEO, Hedge Fund Telemetry Stayin Alive A lot of negative news can’t shake this market.  Despite the lack of strong internals (% of stocks above the 50 day moving average diverging with S&P and Nasdaq prices as well negative...

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