Wednesday, May 24, 2006

Investment World is A Changing

Disclaimer: OK so this post is not about TRI's. I do have other interests!

On a daily basis I read my favorite TRI blogs like Loping LouBob , Nancy Toby, fellow melanoma patient Holly at TRI and Be Happy, and of course I can't forget Bolder In Bolder! I even try to comment on as many as I have time. To keep up with everybody I now subscribe to NewsGator Online so I get updated when you write a new post. I read some fun blogs like Dooce, Durteemartini, and Tales From the Tube. I also read mountain biking blogs like Fat Cyclists.

Lately I have been reading blogs that relate to my industry, investments. More particular VC's...Venture capitalist or Venture capital Firms. On my NewsGator feed is Brad Feld of Mobius Venture Capital, Inc; Venture Blog by David Hornick and Andrew Anker of August Capital; and Jeremy Levine of Bessemer Venture Partners. I have learned from my reading that the VC's are on the cutting edge of how the investment world is changing.

This is now the world of the new media and you are a part of it. Yes, you who I mentioned above that write blogs that I read and yes you who read blogs that I write are a part of the new media. Jim Cramer was humping his show or book but humping something appearing on the Imus in the Morning Show on MSNBC and streamed online at msnbc.com. Don Imus, only interested in himself, asked about a stock he has personal interest in, CBS (ticker: CBS). Since his show is owned by CBS and he has a large CBS holding as a part of his salary Imus wanted to know if he was going to make more money. Jim Cramer said, loosely translated, CBS is trading at $23 something and in 10 years it will be trading at $23 something. CBS is the old media and is not doing anything to be a part of the new media. That was a month ago. Today CBS is at $24 something.

So I found it interesting that in today's Wall Street Journal, yes I still read print media all though I don't buy the paper I get a sample copy, on page B3 of the Media & Marketing section there was an article about two VC firms, Bessemer Venture Partners and Insight Venture Partners buying a 50% interest in IAG Research. IAG is not a Wall Street research firm but a research firm that is a major player in media research. IAG's clients list includes GM and American Express. It seems the VC's are interested in the new media and commercials on new media i.e. blogs, online video, mobile devices and web ads.

So what? That's the change. The change from the old media to the new media. Now I'm not talking about over priced Google. No I'm talking about the new media companies we use on a daily basis. Gone are the days of the print media, circulation is down. Gone are the days of the evening nightly news, viewership is down. Gone are the days of commercial revenue from TV, with TiVo no one watches commercials except during the super bowl and then only because someone else is in the bathroom.

So what are we holding in our portfolios new or old? To make money for our investors are we doing them a disservice by holding positions in companies that like CBS will not really grow in the next 10 years? New or old seems to be an age old question. I kinda like the new prospects for greater returns.

Tuesday, May 23, 2006

Mt. St. Helens Giant Rock Growing!


Perhaps we can get our man on location, Brian, to do a video for us? It seems a fin is growing at the rate of 4.6 feet per day and is now 300 feet tall and 330 feet wide at the base. You might be able to see if via the Mt. St. Helens VolcanoCam if the mist, clouds, and stuff lift.

Also check out Brian's Trojan Implosion!

Elephant Dreadmill


Well I don't like dreadmills and neither does Maggie a 23 year-old African elephant who lives at the Anchorage Zoo. Her keepers built her this elephant dreadmill to help her get some training in for this summer's road races. Here is the full story in the National Geographic.

Today is a run day for me but no dreadmill. It was a cold cold morning run, 48* ugh. Well I guess it is better than the 70* and humid weather that Naples is having. I ran through the Haverford campus and I'm amazed at the beautiful buildings and grounds. I wound up doing 7 miles. I'm going to try to swim at lunch time. This will be my first official Oldman at the Y swim.

did they really say that?

Recently overheard while attending a street fair in a community with a lot of young families an elderly woman to her friend....

  • "I can't see anything because of all of these damn baby carriages!"

While attending a birthday party, one of the guest was discussing his vacation to San Juan over the Easter weakend.....


  • "it was not the traditional Easter that I'm use to with the Easter bunny and egg hunts. They made it into a some kind of religious holiday!"
Student cleaning out his apartment and throwing perfectly good "stuff" in the dumpster because he didn't want to haul to his parents....

  • "I hate putting this good shit in here, the homeless will come and rummage thru it and steal it!"

Monday, May 22, 2006

Haverford Library Correction

Some one pointed out to me in the comments section of this mornings post that the library while looking like a church building was built in the gothic style but always used as a library.



Here's the college's description:

The Library. 1865 photograph.
The original Haverford School Library was in the southwestern corner of the first
floor of Founders. Considered "the centre of the small college," it required more space and resulted in the erection of Alumni Hall, later Library, in 1864. This photograph is the earliest-known photograph of the completed building.


Sorry I got it wrong but it looked like a church to me having grown up in St. Mary's Church founded in 1706. Here is a pic of the "new St. Mary's" built in 184
6 to 1848 in the gothic style.



St. Mary's was done by architect Richard Upjohn in the cruciform plan similar to his design for Trinity church in New York City and Grace Church in Newark, NJ. But it is really a copy of St. John's Shottesbrooke a 14th century English parish church...Upjohn used measured drawlings of St. John's to do St. Mary's.

So you can see why I would think it was a church having never seen Haverford College.

BTW - I was baptized, confirmed and married at St. Mary's and will be buried there along with my great grandparents, grandparents, parents and wife.


St.Mary's steeple contains eight bells cast by the same company that made Big Ben and the Liberty Bell, Whitechapel Bell Foundry. They were rung the first time in 1866 and my father as a high school boy rang the funeral bells (yes they are stuck by hammers to allow one person to ring the chimes and are rarely rung by swinging due to the steeple swaying during the ringing). To hear them stop by Burlington any Sunday they are played at every mass and each day at 6:00 pm for evening prayer.

Century

Saturday was the century ride. With the rain on Friday, I wasn't sure if the ride would be held. I left my apartment early, 6:30 ugh, to arrive early enough in case there was a problem with my late registration. Everything was in order, got my T-shirt and got ready to ride.

The ride itself was well marked and the cue sheets accurate. I was a little disconcerted when there was no actual start, everyone just did their own thing. Being from "out-of-state" though not really I grew up around here, I didn't know anyone and hope to hook up with a group. I was either to fast or to slow for the groups so I just did my own ride which really is better training for me.

The ride was through the rolling hills of central Jersey, past the lovely horse farms and tree nurseries. There was just an occasional pasting car but the organizers did a good job of sticking to the back country roads. It did rain for just a few minutes, just enough to get the road wet. At the first stop I had a pb&j sandwich and refilled my bottles. That kept me till the end of the ride since I ate my Cliff Bars while riding only stopping again to refill the bottles and go potty...always a good sign if you have to pee at 75 miles.

On one part of the ride I road past the old barm where my father as a teenage kept horses for his ice delievery wagon (1920's), I rode past the road named for my family, saw the site of my cousin's farm now a developement, and saw signs for my family's plantation now a museum.

At the finish they had lunch but I didn't feel much like eating another pb&j sandwich so I drove back to my apartment. On the way I drove past my boyhood home, my first home I bought when I was 20, then past the home I sold to go to Florida. My how things have changed and not all for the good.

Sunday was a run day for me so I did 14 miles around Ardmore. I went through the lovely Haverford College campus and saw some neat old buildings including a church which is now a library. (Pics coming soon).

Here's the totals for the weak:

Bike 175 miles
Run 28 miles - can't seem to get in the 30's
Swim - Nada - still haven't figured out the pool situation

Friday, May 19, 2006

Moving

Last night I heard police cars and noise like you would not believe. it was moving day for this piece of equipment which took up three lanes of the road. Can you count the wheels?

Thursday, May 18, 2006

Hometown Century



I was looking at the Suburban Cyclist Unlimited website, they are a suburban Philly club, for a weekend group ride. As I looked over the list I saw a Century Ride in my hometown of Burlington NJ. My family history goes way back in Burlington to the 1600's when the ship Shield landed with English settlers. Notice the indian sitting on the banks of the Delaware River in the City Seal? That is my great, great, great, great grandfather.

Now you've gotta understand I haven't been home in 8 years so I thought this would be a fun ride to do. so I signed up today! Who's in with me?

Wednesday, May 17, 2006

It Must Be Me......

Well I've been in Philly, well Ardmore Pa, now going on two months. I thought it was time to get back into some serious training which would now including finding a gym. At home, in Naples, FL., my community has a fitness center with a pool. The membership is included in my community dues. It has everything I want, need or gotta have including 1. pool, 2. dreadmills, 3. elipical machines, 4. free weights, and yes 5. machines. So I want a gym that has similar equipment and a pool.




So keeping in mind what I had, or still have since I haven't sold my house and I'm commuting every two weeks, I went looking. My first stop was the local YMCA, the Mainline Y. While it is "old" looking it was clean and neat. It has a 1. pool, 2. dreadmills, 3. eliptical, 4. weights and 5. machines. They also have spin classes twice a day at 9:15 am and 6:30 pm! I get a nice tour of the facility and they give me a week for fee to "try it out". The cost for a temporary membership is $72 per month no joining fee no processing fee. The Y is a 2 minute walk from my office.







The second place I went was the Philadelphia Sports Club. PSC is a 4 minute walk from my office. It is slick, shiny, bright..... I was greeted at the desk and told I had to meet with a "membership consultant", a guy with baggy pants three or four sizes to big who didn't speak English but streeteeze. He took a look at old me and ask what I wanted here. So I told him I have a cancer and a brain tumor (I couldn't resist) and was looking for a place to workout. "well wes gots us a special today....." and he launches into a sales pitch. "OK....give me a tour" I asked. As we walkout of his office we walk past an office with four guys in suits and ties that look like the local Sopranos meeting. There are just a few people working out but quite a few staff. He shows me the dreadmills room, the eliptical room, the machine room that is for not "serious" people, the stretching area, the free weight room, the "real machines", and yes a spinning room that has spinning classes 3 times a week. I ask about the pool to which he replies "yea we got one but not here it's at Highpoint" I ask "Where's Highpoint I'm not from around here." He says "I don't know, I'm not from around here either...." Well I could have guessed that. Now back at his "office" he says if I joined today I could get the month-by-month plan $99.95 plus $39.99 joining fee plus 39.00 processing fee. Could I try it out? I ask. Well if you do that you will have to pay the $199 joining fee plus the $39 processing fee plus the $99.00 month fee but you will only have to pay 1/2 for the first month since it is past the 15th. Sweet huh? $280 the first month?

Ok so maybe it's me, so tell me. The "older" Y with a pool, spin classes every day for $72 the first month as oppose to no poll , spin classes 3 days a week and the local mobsters all for $280 for the first month. What a deal.

Ok so what do you think?


I want go back to Florida.

Monday, May 15, 2006

Best Bolder Blogs

I came across a recent article from the Daily Camera, the local Bolder, Co. newspaper. The are posting excerpts from local business blogs. However I noticed our own outstanding blogger Bolder was not listed. Perhaps you could drop an email or two to Matt Branaugh at branaughm@dailycamera.com to let him know that when it comes to the business of running, biking or cycling or life in general Bolder is da man!


As a public service announcement... PSA if you will. Unusual spring avalanche watch issued for Colorado peaks. Be careful Bold... Just doing my part to keep Colorado safe.

Friday, May 05, 2006

Morning Ride


Today was a ride day in the morning. I have been trying to find a route from my apartment to the Philly Art Museum, actually the Italian Fountain. It is there either, the back of the Museum (you know the steps Rocky ran up in the movie), or the Italian fountain, that a lot of group ride start. There was a ride last nite at 6 pm with an A group and a B group. I'm told the A group goes about 28 mph and has a few local pros that do it.... but I digress. So I'm trying to find a route that I can ride to the Museum. I had walked from my office to Human Zoom Bikes and met a nice bike wrench (not like the Biketopia meany) there who told me of a route so I tried it this morning. Well I got LOST with no map or cue cards.

Since I kinda knew the area somewhat I stated back at the 10 mile mark. As I turned a corner and went down a hill I saw two "roadies" on nice bikes, a guy and a girl. One had a Victory Brewing /Victory Beer jersey that was kewl. So I treated it like a break away, I had to catch them. Finally I got to them. The girl (college age) turned around and I think was shocked that this old guy was now on their wheel out of no where. I said "Hi, I'm not from around here can you tell me how to get back to Montgomery Ave?" "Straight ahead." That was the only words they said to me. I stayed with them for about 2 miles while we climbed a hill together at the top they turned right I went straight ahead.

Well tomorrow I hope to do a group ride with the Bicycle Club of Philadelphia. The have a whole range of rides....

Thursday, May 04, 2006

Treadputer

I want one of these, all though I'm sure Bolder already has one and will write a report for us soon. This is actually Brad Feld's office treadputer... he is the Managing Director of Mobius Venture Capital in Bolder, Co. Note the three 19" NEC monitors.

Wednesday, May 03, 2006

LBS Attitude


OK I love to walk into a bike shop and look around at the "eye candy" and now that I've moved to the land of the frozen chosen I'm looking for a good local bike shop where I can have Roo serviced. Now mind you I'm a good and loyal customer. I'll buy my supplies, jerseys, and stuff for the LBS even if it is a little more than I can get elsewhere just to support my LBS. I'll tell my friends about the LBS and send people there to buy a bike. I'm also thinking about buying another bike but I digress..... I like to walk into bike shops look around and talk to the owner about his choice of bikes to sell perhaps the local riders and routes you know you've done it too!

So today I had lunch with a friend who rides a road bike. On the walk back to his office we passed a bike shop, so of course I had to go into the store. It was a store with quite a few mountain bikes because with all the mountain bike trails here that's what everyone rides. There were two or three road bikes on display. In the back of the store was, I guess the owner working with a bike on a stand working.

As we walked in the store the owner shout "What do you guys want?" Maybe we didn't fit his profile of cyclists or he got up on the wrong side of the rug this morning but I was kind of taken back by his approach to potential customers. My friend asked what kind of bike he sold and the reply was Jamis.... which my friend had never heard of so he asked what about Trek.... you know the Tour de France winners bike.... "That's to expensive for what you get...." and on he went. So then I asked about Litespeed....nice bike but to many dealers here already.... So then I said I have a Quintana Roo...which by his expression he had never heard of he said "good luck with it!"

My friend and I as we walked out commented on "how does that guy stay in business being so "friendly"?

So scratch one Biketopia in Havertown on Darby Road off my list of potential LBS for Oldman. Attitude my friends it's all about attitude!

PS Now I tried to post a note on his website to let him know I wrote about his store but.... I can't because I'm a gmail user and MSN will not let me. So if you can post a note on his website for me......

Monday, April 24, 2006

Happy Birthday Justin

Sunday was my grandson Justin's second birthday party. His birthday is today. Happy Birthday Justin. Here he is eating his birthday cake.

Training wise, I got a short ride in yesterday of 25 miles since I had to drive 2 hours to the party. I feel like I say the same thing every weak, I just don't seem to get enough training time in now that I have moved north. So my goal for this weak is to be consistent in my training.




Here are this weaks totals:

Bike: 100 miles
Swim: 4,000 yards
Run: 24 miles

Friday, April 21, 2006

So Use Your Sunscreen

Today's PSA is from WEBMD


Melanoma Skin Cancer Strikes Again
Study Shows 8% of Patients Get Melanoma Again within 2 Years of 1st Diagnosis
By Miranda HittiWebMD Medical News
Reviewed By Louise Chang, MDon Monday, April 17, 2006


April 17, 2006 -- Melanoma skin cancer may return more often than expected, experts report in the Archives of Dermatology. Melanoma is the most serious type of skin cancer. It's much rarer than nonmelanoma skin cancers. The study included 354 melanoma patients living in New Hampshire. The findings include:


27 patients (8%) had recurrent melanoma within two years of their first diagnosis.
20 patients (6%) had recurrent melanoma within a year of their first diagnosis.


Atypical moles upped the odds of recurrent melanoma. Melanoma didn't always return in the same spot. Melanoma patients should be closely monitored, and past studies have shown lower melanoma recurrence rates, note Linda Titus-Ernstoff, PhD, and colleagues. Titus-Ernstoff works in Dartmouth Medical School's community and family medicine department and the Norris Cotton Cancer Center at Dartmouth-Hitchcock Medical Center in Lebanon, N.H.

Interview and Skin Check

The researchers interviewed each patient by telephone for 40 minutes. In the interviews, participants disclosed their family history of melanoma, natural hair color at age 20, eye color, and sunburns starting when participants were 10 years old. Patients also got skin exams by doctors. For comparison, the researchers also studied 327 people with a one-time history of melanoma who did not have a history of another new melanoma. All participants were about 53 years old, on average, when they were first diagnosed. Almost all participants in both groups had at least one benign mole (96% of past melanoma patients and 94% of the comparison group); most had less than 15. Benign moles weren't associated with greater risk of melanoma recurrence -- but the same wasn't true of atypical moles.

Warning Sign

In the new study, atypical moles were linked to a higher rate of recurrent melanoma. Atypical moles have at least three of the following features: diameter larger than 5 millimeters, redness, varied colors, irregular or ill-defined borders, and a flat portion of the mole. The more atypical moles a past melanoma patient had, the greater the odds of having recurrent melanoma. Past melanoma patients with at least three atypical moles were more than four times as likely to have recurrent melanoma, compared with those with no atypical moles, the researchers write.
Atypical moles were also more common with recurrent melanoma than in the comparison group. Of the 27 patients with recurrent melanoma, 63% had at least one atypical mole. So did 37% of the comparison group.

New Location

Melanoma often recurred in new areas. Of the 27 patients with recurrent melanoma, nearly half had all their melanomas in roughly the same spot. For example, they may have had their first melanoma on the upper back and recurrent melanoma in the middle of the back. In four other patients, melanoma returned a bit farther away. They may have gotten their first melanoma on their back and later tumors on their front, or above and below the waist. Melanoma recurred in more distant locations in the other 10 patients. For instance, they may have had their first melanoma on their trunk (midsection) and recurrent melanoma on an arm. The bottom line: Melanoma can come back in new locations, so melanoma patients need close surveillance, the researchers write.

Sunburn Surprise

Excessive sun exposure has long been linked to skin cancer risk. For unknown reasons, the study showed a lower risk of melanoma recurrence in people with history of blistering sunburns
That finding should be interpreted "cautiously," the researchers write. They warn that "the association should not be construed as suggesting that sunburn protects patients with melanoma from developing additional tumors." The study doesn't track melanoma recurrence beyond two years after first diagnosis and wasn't big enough to detect subtle patterns in melanoma recurrence, note Titus-Ernstoff and colleagues.

Thursday, April 20, 2006

Lance and NYC Marathon





The AP is reporting the following story:

Associated Press

ROME, Ga. -- Look out, New York. Lance is ready to run.
Lance Armstrong told The Associated Press on Wednesday that he plans to compete in the New York City Marathon on Nov. 5.
"We were looking at the Chicago Marathon, but a conflict arose with the date, and New York seems to fit our schedule better," Armstrong said in a telephone interview. "I've been training some, but I wouldn't call it serious. It's just something to fill a void in my life after I quit competing as a professional cyclist."
Armstrong, who is preparing for his first marathon, retired from cycling after winning an unprecedented seventh straight Tour de France last year.
Before committing to become a full-time cyclist, Armstrong competed in triathlons as a teenager. He indicated he has no plans to run marathons or enter triathlons professionally, at least not at this time.

OLDMAN - Does Lance run as a mere mortal or with the elite runners? Does he stand in the sea of runners or.... Can Kona be in the future?

Monday, April 17, 2006

Gatorade vs Powerade

Well boys and girls we have all had debates about hydration for the Ironman but here is a different view on Gatorade vs Powerade. Slate.com has the video proof of the differences between G and P as shown in an Amish drag race. Unfortunately due to legal reasons the ad was pulled.... but then you'll get the point. Click here.

Monday Update

This has been a difficult weak to train living now in the Philly area and traveling back to Florida on Thursday returning to Philly on Monday. So here is a quick recap of my training weak. Monday, Wednesday, Friday and Sunday were ride days. I've yet to "find" a route here in Pa but on Friday and Sunday I rode in Florida on the ole Steel Monster. It made me appreciate clipless peddles and aerobars. I rode Sunday with Tony for 50 miles but I found it hard to keep up with him and maintain a steady 22 mph pace. No way was I even close to 30 mph on the straight-a-way. My run days have been less that great, running Tuesday and Thursday in Philly and Saturday in Florida. I was able to get a long run in on Saturday of 14 miles. Swimming has been a little difficult. I'm trying a local pool within walking distance of my office but I can't get use to their odd schedule. So I have only swam 2 days.

Weakly totals

Bike 110 miles
Run 28 miles
Swim 5,000 yards

I flew back to Philly this morning so hopefully I'll get a ride in after work. I haven't sold my Florida home even though I've had a lot of people looking. That also means I haven't found a house here and I'm still living in my temporary apartment. So if you want to buy a house in Florida, let me know.

Good luck to everyone doing the Boston Marathon today...Especially Jeff!

Wednesday, April 12, 2006

HILLS!

One thing Florida doesn't have is hills, unless you go to the north, but in Southwest Florida there are no hills. It's flat! The only hills that I ever encountered were overpasses. The overpasses over golf courses or the 5 bridges on my ride around Estero Island. The last bridge on the around the island ride is 130 ft tall! But one thing that Philly does have is plenty of hills!

This mornings ride was getting my legs in hill shape. Since I'm not sure of my route I've been riding for time. I have 60 minutes to ride so I go out 30 minutes turn around and head back. This morning I took a new and improve route. This route was one where I thought I wouldn't have a soccer mom talking on her cell phone while beeping her horn at me to get out of the way because she is late for work after dropping the kids off at school and day care. So the first few miles are down hill then up hill then flat then up hill again. It seem more up hill than down on the way out. I didn't have 10 miles on the speedo so I road a couple of loops around a neighborhood to get to 10 and started back. (Actually I got a little lost). Did I mention that on the way out I saw 37 mph? That should have been a clue but hey I'm from Florida.

The ride back started down hill, 27 to 30 mph then a nice uphill followed by some more uphill then a brief down followed by a huge hill. I thought my heart was going to come out of my chest hill. At the top was a traffic light and thankfully it was RED! It was good to stop take a drink and get some air. Then on to a downhill followed by a flat the a GIANT HILL worse than the first! I was afraid I was going to have to stop when I saw the speedo at 8 mph. But with burning legs, thumping heart, grasping for air I made it to the top! I made it back to my apartment in my allotted time of 60 minutes but I did feel like I got a good workout. Tomorrow I'm going to run that course so I can get my running legs in hill shape!

Friday, April 07, 2006

I moved!

Well boys and girls I didn't fall of the face of the earth but I'm now in beautiful Ardmore, PA a suburb of Philadelphia. They actually had snow for me on Wednesday! While the house in Florida hasn't sold, the Firm is putting me up in a furnished apartment.

This morning was a 20 mile ride and it was cold! I need some kind of warm jersey to keep my upper body warm. It is a lot different training here than in Florida where all you have to worry about is sweating. I have found some good hills although I haven't found a regular riding route. This morning I had a lady in an suv talking on her cell phone while blowing her horn at me because I was going to slow.... 26 mph! There was no bike lane so I had no place to go but take the right side of the road.

I plan on getting a swim in at lunch time and then next week is I will focus on getting back into the groove of training with a minimum of two workouts a day.