One of my best friends and mentors has launched his own Venture Fund around ‘Big Data’ . I warm called Roger Ehrenberg in 2005 as I had read his blog and was starting Wallstrip which he was willing to chat about.  He loved the idea and was in on the first call.  I found out …

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It is hard for me to own Netflix $NFLX because I don’t use the product. I am quickly becoming a minority and now the stock has gapped up to all-time highs. The stock has been volatile since birth, so it would be silly to expect a change going forward. I am tempted to own it, …

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Now that the $AAPL iPad talk has died down StockTwits has shifted its focus back to the market and to Earnings Season.  Some companies have been surprising to the upside while others have plummeted to the downside.  Here’s what the StockTwits stream had to say this morning:

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I have become friendly with Herb Greenberg since I started Wallstrip.  I found out he watched the show and liked it and we started chatting once in a while.  Herb has the best attitude.  Today, Herb is breaking his 2 year media break with a fun interview.  Herb has seen the whole gamut of Journalism …

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Even Tiger Woods has not slowed Accenture down. If you can’t do…consult.  If you consult, do a rollup and go public. What seems too high and risky to the majority generally goes higher and what seems low and cheap generally goes lower. – William O’Neil

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If you haven’t already heard, $AAPL announced the iPad today, a new tablet device that looks like a huge iPhone. The StockTwits stream has been buzzing about this all day long.  There have been so many just great, funny, and insightful comments I figured we’d share a before and after post detailing the reactions and …

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Yep Wings…Buffalo Wild Wings $BWLD.  Fat freaking country and so this has made sense. The stock is volatile, too volatile for me, but that makes sense too with the wild swings in weight from the heavily challenged. When I hear  Buffalo, I think of arson, freezing cold, Niagara Falls, The Buffalo Bills and wings.  Only Buffalo …

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NOBODY talks faster than Paul Kedrosky . He writes so well that you can’t be mad at him for too long either. He was one of my favorite interviews on Wallstrip because of his attitude. From a ‘Big Picture’ he is right on many major trends and gives ‘Great Tweet ‘. Here is his September, …

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Its been a wild few days, with $AAPL earnings and the recent selloff. Let’s see what the StockTwits stream is talking about:

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Every smart person says $RAX is overvalued. I say many smart people go broke on that argument. The cloud is the buzz and rax is the cloud for many institutions that manage money. All roll-ups end badly, but guessing when is too hard.  Trend guys are making a killing here as the ‘dumb money’. What …

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