Last year Ivan, Phil and I asked members of the Stocktwits’ community to share their favorite setups and a story or two in a book idea we had put together with Wiley publishing. When we started Stocktwits, we felt that people sharing ideas would accelerate learning and build a very smart community. We felt that …
From: May 2011
Long 8 Days on the Road… The Web is Relentless and The Government Wants Higher Prices
Last week was a BIG week for technology, the web and markets. Whenever this happens, there is a lot of confusion. Tying all three together is our government. The policy is to keep rates LOW. Love it or hate it…it’s policy – so that is the backdrop. Prices are very distorted today and if you …
How Do You Value Magic and Utility…You Can’t!…Fasten Your Seat Belt for More LinkedIn’s $LNKD
No one is talking about acceleration and social leverage. Everyone is talking the terms overvalued, business model, revenue and today’s profits. There have been so many dumb and SEO driven blog posts about LinkedIn $LNKD and I am happy to have been baited by a few because that means most of the world was too …
The Power and Promise of a Vertical Web Community
I am spending too much time on the road of late, but I am learning. Building a Company takes time and sacrifice. Gaining big distribution and partnership deals for your Company always come down to the product. Thank goodness, because I am no catch with respect to personality. This week I got to spend some …
Bullhorn: Linkedin as a Utility Matters!
Today on Bullhorn, Paul and I discuss the Linkedin ($LNKD) IPO. While the majority of opinion has been bearish on this offering due to valuation I have been bullish. Linkedin’s potential as a utility might be boring but its huge.
Momentum Tuesday: Weight Watchers and The Bulgarian Stock Market Ripping
My sidekick Ivan Hoff and I are fast becoming the Fred and Ethel of finance television. Believe IT people. Ivan loves $WTW (which first showed up on the StockTwits50 20 points ago) and the Bulgarian Stock Market which has gained 22% on the year and is the leading market in the world ytd. While I just …
Chasing…a Tactic, not a Strategy!
We chase all our lives….cars, girls…chasing is AMERICAN. BUT, chasing at best is a tactic, not a strategy. I have been talking about ‘chasing’ a long time. It is VERY dangerous. In hindsight, Chase (see Chase Manhattan) is an awful name for a bank as well. If you chase, you better have great money management …
BULLHORN! … Resurging Television Media … These Are the Days of Our Lives
I admit I am a closet soap opera fan and if I could watch General Hospital on my iPad with a box of Kleenex I would be less grumpy. On this episode of CNNMoney’s Bullhorn, I join Paul La Monica to discuss companies like $TWX, $CBS and $DIS which are surprisingly performing well. Plenty of shtick and …
Talking about Stocks…The Good and The Bad
I hate losses. I love writing about my trades. Therefore, I write about painful losses, even while they are on paper. It just makes me a better investor and I get feedback from smart people along the way. I had a winning silver trade the last week on the blog and stream and yesterday I …
StockTwitsTV Interview with Bill Bishop
Last night on StockTwitsTV, I chatted via Skype with Bill Bishop who was a cofounder of MarketWatch. Bill lives in Beijing and blogs at DigiCha and Sinocism. He is an expert on the Chinese web and an old pal.