From: May 2010

JetBlue on Twitter….Asshats! $JBLU

So JetBlue tweets.  Big f$$*%ing deal. You don’t even know how to send a coupon, the best part of Twitter. Asshats. Just because you CAN have a Twitter stream does not mean you SHOULD have one. The airline business is a shitty business.  Overall, JetBlue $jblu has been pretty good (I am alive).  Website is …

'SHMOmemtum'

The definition of ‘SHMOmentum’ is the market of the last few weeks. Momentum investors that do not have exit plans become these SHMOmentum investors, talking to themselves about ‘oversold’ bounces and 200 day averages. Momentum investing is really hard.  You are overpaying for stocks for their liquidity and institutional support. If you sell when the …

What's The Rush?

It feels like Companies are rushing in the web space. I am not sure if we are rushing because we are nervous of Facebook, nervous of running out of money or the pressure of being the next Twitter, Zynga or now Groupon. Groupon is running fast because of all the ‘clones’ copying him …it could …

The Cave and The River

I have become a fan of Tom Brakke’s blog which I found through Abnormal Returns . In his latest post entitled ‘The Cave and the Flow’, Tom writes about building an investment organization. To build it successfully, you have to navigate the information flow in a productive manner. These days, it is not hard to …