If your best friend asked for money to start a retailer in late 2009, you would flick him in the eye. Than you would laugh at him. That is the environment we are in, yet the reatil index $XRT is humming right along like it’s 2006. How dumb is it to have an indoor batting …

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Such a great title for an article in Slate by the uber smart Charlie Munger . The juicy ending: Basicland’s investment and commercial bankers were hostile to change. Like the objecting economists, the bankers wanted change exactly opposite to change wanted by the Good Father. Such bankers provided constructive services to Basicland. But they had …

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I was out with my pal Tom in downtown San Diego last night and oh boy the city is sick.  You could fire off a cannon in most of the restaurants and only hurt your ears.  In a city with great weather and beautiful people, that should not be.  It is massively overbuilt.  I truly …

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It seems like Intuit $INTU is really becoming a monopoly of your financial data.  There are no contenders and with the acquisition of Mint.com, even the cool kids are on board. Very impressive how Quicken has completely dominated the personal finance software space and beat or bought everyone. Bill Gates was right in trying to buy …

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The team at Ticketfly.com has been killing it since they started but starting to get some real recognition. My fund and Social Leverage have been backers from the beginning as disclosure. I have had good success with early investments surrounding inventory and the web, first by no skills of my own (Rent.com ), than by …

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I don’t own $aapl the stock for the moment, but my kids do. There is a new brouhaha about the store rejecting certain apps. Thank Goodness. Maybe because I don’t think I will ever need them. Maybe because I am glad Apple has some rules for their store. Stocktwits has some ‘House Rules’ as well …

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I have not seen or touched the iPad. I may or may not read more and my iPhone seems fine for music. BUT, there is no doubt that the web will be a better experience and I will speculate with all my heart that the Financial Web is about to be transformed. Moods Drive Markets. …

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Stocktwits has been getting some great press. As a Company, we feel we deserve it. The product is getting better everyday and we are organically adding members to the community that are chipping in and following the basic rules. Because of the structure of the business, we are getting instant feedback and can be pro-active …

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This morning Stocktwits has launched a new and vastly improved website.  It is running at beta.stocktwits.com in parallel to the old site as we want your input on key things we might have missed. The ‘NEW’ Stocktwits is just as easy to use, but the killer features should be easier to manage. Most importantly, the …

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Resmed $RMD is back on the list.  It went down for a little while with every other stock, but you can’t keep a great company, with great products down forever. Resmed makes products that help us sleep.  As this country ages, and gets heavier, Resmed is perfectly positioned to provide products that will keep us …

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