This bear market will likely put an end to some CNBC regulars. When a new bull market emerges (there are hints of potential in Biotech land), it will have plenty of new names and plenty of new faces talking about the new names on CNBC. In the meantime, the shitpile network is going to cost …
From: July 2008
Solera Holdings (SLH) on Wallstrip
It’s not a solar company so it’s trend has nothing to do with alternative energy. It’s a boring, simple business. It has revenues and profits and the bear market has barely made a dent (so far) in their business. Julie takes a look at this impressive niche insurance business Solera Holdings (SLH) on today’s Wallstrip …
The Last Few Days of Our Summer Work/Vacation – Muskoka, Canada
I am not a picture or photo guy. I like to write. It’s hard to write about Muskoka though as you can’t do it justice. There are thousands of fabulous cottages, but I am lucky to be best friends with Rob who has one of the finest. It’s awesome that our sons are buddies as …
Ping Pong…LindzonPalooza East Coast – Game ON!
Lot’s of great feedback from my idea for a Ping Pong battle for internet bragging rights. I will hopefully have Wallstrip there covering it in New York and a few relevant stock ideas (Biotechs and Ping Pong stock ideas welcome) It will be on the weekend of the 13th of September on the upper WEST …
Steve Job's Sick? Old News Now
Back on June 10th , I felt the Steve Job’s is sick news was being covered rather lightly after his appearance. Now, the New York Times is on the bandwagon (July 26th), that’s bullish, and they are dragging Mr. Jobs through the media coals. The news may still make you money, but I think the …
TEN Reasons Digg Not Getting Acquired…Nope, Just One!
The price is wrong. Digg is truly the most useless of the big Web 2.0 sites. It won’t make you money and it can’t make money. It’s early investors and founder will make money and if they pull off a sale, management and the founders will have done their job. Digg has tried to Digg …
Julie Would Like her Own 'Cocktail' on Wallstrip
Julie is trying to while away the days while the market melts away. She feels we need a cocktail that she can call her own and sip while the market does it thing and she does her research. I mean Dave Letterman has his mug of coffee or water or something… I have created my …
GolfNow.com to Comcast…Happy Days
I used to blog about my love of golf and my investment in Golfnow.com all the time. I so love internet yield management businesses . It was my Golfnow investment, despite it’s revenue and profitability focused model, that got me knee deep in web 2.0 thinking :) . Brett and Frank let me build out …
Stocktwits Update
The combo of Stock Conversation using Twitter, a $ sign, Tumblr.com and RSS is really getting interesting for us at Stocktwits.com . It is now possible to subscribe to an rss feed for a particular stock or stocktwits user by using the tagging functionality of the stocktwits stream. Stock Tagging By clicking the links next …
Price, Price and Price…MONEY LEAVES FOOTPRINTS!
A few weeks ago I wrote a post called ‘Downsize…Focus…Pounce ‘ that was aimed at getting people to focus – on the optimistic. The first two ideas that I posted on watching, ideas that I went long – Qualcomm and Biotech ETF’s, have now both exploded. I had no special insight or inside information. I …