Maybe I am too close to the industry, but it seems that the media loves talking about identity theft. It fits the media’s mantra: Create fear and anxiety, keep people over 60 glued to the news channels and sell Prozac and shredders. One of my investments, Lifelock , has been in the press a great …

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Talk a bout a post bubble internet winner. I bought a little a few weeks ago into the selloff at $28 and flipped it out today at $35. It is already eclipsed it’s high from before June’s market swoon – keeping my old position intact and reducing my average cost to under $10. Why is …

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Talk about an industry in a quagmire. I read that American schools are falling further and further behind and that our smartest – Bill Gates – are determined to make a positive dent in this space and yet, nothing seems to be happening. Call me optimistic but I think the next 10 years will bring …

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Chartreuse nails the definitive outline for consideration in any brainstorming session . Worth printing out and posting in any boardroom as long as you don’t tamper with the photos and format!

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It is great being back in my little Toronto community where they have not heard of the Web 2.0 communities and are not interested in hearing about it from me. It was a gorgeous weekend and today I spent the afternoon watching my daughter, nieces and nephews swimming. I sat under a tree whose leaves …

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It has been the ususal non stop eatfest here in Toronto. I am on an all carb all the time diet and am comitted to it for the month. First two days have been easy. Bagel World, Burger Shack, Steve’s Truckstop, House of Chan, King Falafel, Sabatino’s. Aero Bars, Crispy Crunch, REAL Oreo’s. That is …

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The last few days have been pretty dull. Notables – Google back above $400 and Qualcomm has joined the legion of tech stocks with broken price trends. If I was not leaving town, I would be looking at the long side for a trade. One reason is this chart: “Never short a dull market” “Don’t …

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I am hoping everyone has a great summer. Off to Toronto to take my daughter Rachel, sweet little Rachel, to her first summer camp experience. The summer in Northern Ontario is one of the great experiences of my life and the tradition will be carried on by my kids. My posts will likely take on …

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Lot’s of fun conversation these days about bloggers making a buck off their writing. Looks like conflicts have arrived in the blogosphere. Here is my thought on the conversation – AT LEAST IT IS HAPPENING. The best part is all the parties are engaging in the conversation. Rarrrrrr! Not what you would get from The …

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I think Adobe is ready to start climbing again and own a little. This is probably bigger news for Google, but good news nonetheless . Personal video and it’s cost to make and distribute put Adobe right in the sweetspot.

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