The getting rich quick method will no longer happen with an investment in Starbucks. It’s a mature business . But buying Howard Schultz’s brand after a 20 percent correction seems wise if you are an investor. I was reading about a Howard Schultz memo to staff last week and I can’t remember the original thread. …
From: February 2007
Build or Sell? The New New Web
The next few years should see some sweet IPO’s. There are few believers. Build or Sell is a real good question and one that the tech nerds have been totally wrong about. One that Facebook is turning back in favor of BUILD . In hindsight, Facebook will look smart for passing on Yahoo’s supposed $1 …
Must Read for Start-ups
Great White North VC blogger, Rick Segal (on my blogroll forever), has a must read post for start-ups issuing shares . Here is the most important advice: Shareholders agreement, minority rights and voting trusts are things you need to learn about before you give out the first share of your company. The most important thing …
Nuance (NUAN) just having it's way on Wall Street
It’s not an all time high, but I have been long NUAN for some time and it is exploding to the upside. Here is the 5-year chart . The category leader on Wall Street is completely undiscovered. It is up over 30 percent this year. They are now using their stock to make accretive acquisitions …
Stock Bloggers Wanted
Not for me, but for FLY . If you have a foul mouth and can trade off your arrrsss, oh yeah and write well, please contact him. See his plea below: Closing Comments Today was quite enjoyable. I ended up the week +3.2%, putting my YTD returns above 11%. Additionally, I heard from some old …
Homebuilders – The NEW Value Trap
Five years from now when the homebuilding stocks are 20-30 percent lower and marking time, small investors will all own shares in what the institutions have distributed to them since mid 2006. The companies are not crap and they won’t be in 5 years, but the stocks will be value traps. Victims of a badly …
Digg is lame, but Diggnation is the perfect offspring
I think Digg is lame. I think Diggnation is the perfect monetization strategy for the fame and attention that Digg has received. So do the angels in Kevin Rose’s Revision3 which I guess owns Diggnation , the video show for geeks with Kevin Rose. A really favorable piece in Business 2.0 looks at the Web …
Pan American Silver gets an Upgrade at UBS
I have no idea why people pay for research anymore. UBS upgrades Pan American (PAAS) to Buy from Neutral today. Thanks. I am long. Here is what they have missed . I am staying long as the trend is firmly in place. I would just expect big research firms to get me into a sector …
Rocketboom on Wallstrip
We hung for a little with Baron and Colan (insert joke here :) ) of Rocketboom . The interview is up at Wallstrip .
The Next Net 25 from Business 2.0
A good reference for up and comers and sectors of the net poised for dominance in the years ahead . We use blip.tv at Wallstrip and are working with Meebo on some ideas as well. Congrats to all that made the list. Also, congrats to Adaptive Blue on receiving funding from Union Square Ventures (here …