Few of us are thinking of the next TEN years. It’s hard not to get excited and short term distracted with Twitter, Groupon and Facebook adding billions in value as private companies in just a few years. They did this amidst a financial collapse and repapering. All I need/want are healthy kids, a cure for …

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I was reading another great Gregor Macdonald post over the weekend entitled ‘Poverty Soars in California.’ I live on an island, by a navy base so I don’t see the poverty that Gregor talks about, but I see it in the California local news every day. The market has been rising, but it feels like …

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Take a look at the monthly charts of: $BIDU $NFLX $PCLN $CMG $FFIV $CRM $AAPL (long) $AMZN (long) I have been long all but $BIDU at some point in their massive monthly runs. The Stockstwits stream is a ‘pulse’ so the pulse is ticking bullish at the moment. It will tick bearish deep into a …

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As we head into December, most stock markets are having another good year. If most stock markets are having a good year you can imagine the wins in some individual names as it is a market of stocks. I have lost a little touch with the new leaders because my old leaders are not doing …

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America has been good to me. I grew up a privileged kid so my journey has been easier than almost everyone. The only thing I never took to is spelling. Thank god for blogs. I can spell however I want. Only in America. I went through a very long process and a job I was …

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Maybe it’s because I mostly watch and do not trade unless I catch a good investment.  Maybe because it has never been cheaper, never been more learning tools, never been more mentors to help you trade than NOW. Or maybe it’s that Henry Blodget is declaring a death in trading on Huffington Post, but I …

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Not quite, but not quite first guy in either. The financial industry has become a saloon of leverage and silliness.  The SEC is at least 10 years behind.  They are investigating f%^((&*^)king Janus Funds.  They were last seen getting inflows in 1999. I have long stopped worrying or complaining.  I read, I write, I learn, …

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Based on my investing philosophy and style…I like drugs, I trust certain eyes as it pertains to value and I run from certainty. It has not always been that way. Certainty used to be my drug. Not the certainty that Barry Ritholtz describes: Want some certainty? Go buy yourself Treasuries. You can pick up a …

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$LULU is now one of Oprah’s new fangled thingies. Not to be mean, but if LULU can make Oprah’s behind look special…my tagline the ‘Facebook of Ladie’s Behind’s’ is almost at hand. Most will argue that LULU is too expensive, they have a $2.5 billion market cap, the stock has run from $4 to $50 …

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There is a lot of discussion in the VC blogosphere about whether we are in an early stage boom or headed for ‘storm clouds’ with everyone hopping in the angel pool. To me it is all about valuations as an angel and for the most part, prices have moved out of my comfort zone. I …

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