Yesterday, my friend Fred Wilson wrote a post entitled: ‘Can You Build a Network on Top of Another Network.  There were some great insights and we are much appreciative of his support.  I joined in the comments to offer some quick thoughts and hopefully deep thoughts on the subject. I am not sure if this …

➔

This bull market has a profile…It is a cloud and SAAS based, web shopping, Priceline travelling, social sharing, Chinese searching, gun toting, Europe fleeing, burrito/wing eating, yoga posing, iPhone loving, caffeine addicted, sleep chasing, eventual robotic surgery outpatienting, crowdfund embracing, Goldman hating American. Everything is working. Banks, Biotechs, Consumer Brands, Software, IPO’s…a rare momentum nirvana. …

➔

I have long felt a legal insider advantage being tapped into the Stocktwits stream of consciousness. The data is starting to back me up. I believe Twitter has won the news business and have said that since 2007. One of the reasons I was so excited to build Stocktwits was to give people that love …

➔

Internet people love to hate on Yahoo $YHOO. It bums me out. I like Yahoo. They are a media company and I guess we all hate media companies. In the end, we are all media companies, so we hate ourselves? If I want a description of a Company I go to Yahoo Finance. Here is …

➔

I am not sure what will happen first….Apple dropping for a day or Starbucks selling weapons. America is complaining about how hot their iPad gets (sorry for not packing space travel into the little box), yet we are cool with Starbucks selling booze. I live on an island that has 40,000 military people and 40,000 …

➔

I need my utility company. They are on auto-pay. They scare me with their power. I have no idea how the grid works or trust how I am being charged. I assume we will gang up if things get out of line. Now Apple has stepped further into the utlity space with their dividend. They …

➔

Other than the fact that market averages are making new multi-year highs again, the news of the day is Apple paying a dividend and the future implications for the stock. Everyone has an opinion how $AAPL should spend its cash. I am no different. In the video, I lay out my thesis why Apple will …

➔

The fun speculating about what $aapl will do with it’s cash horde will end tomorrow. They are not going to do something small. It makes no sense to have a separate press conference for that. As a shareholder I am quite happy that they have never given me the cash. How would I have done …

➔

We are a few weeks into the @Ivanhoff vs. Lindzon Momentum Contest and Ivan has an early lead up just over 1 percent (I am up 1 percent – top picture). I have posted our account snapshot from today. We each have $100,000 in a Lightspeed Account.  I have slowly added 5 ideas and not …

➔

My first big sale was a set of Encyclopaedia Britannica’s. Summer of 1985. I had pimples and great hair. Now there will be no more Britannica because I can click on a $GOOG ad at the end of this post to cure male baldness and nuke my pimply skin. Back to my short story. I …

➔