We are NOT in a technology bubble. We are in the ‘Great Network Chase of 2012’. The bubble discussion is on in full force today again. Chris Dixon starts off the latest meme. Nick Bilton, from The New York Times…now at a valuation less than Instagram (so not sure it is worth the read versus …
From: April 2012
StationCreator: Making Internet TV a Reality… Finally
Online video has been in the mainstream for seven years now. Surprisingly, it has yet to make any impact on the broadcast television industry. That’s about to change with StationCreator. The elevator pitch is simple: run your own TV station online by inputting the URL of any public web video or live stream, and scheduling …
Momentum Monday…Netflix is Dead AND Apple is The Market’s Doctor
NOTE – NOTHING MATTERS TUESDAY other than $AAPL reports after the market close. I will be live at 4-15 est using OnTheAir.com. Here is the link. I spent most of today at the skin doctor. It is amazing what they can do with needles, numbing agents and lasers to clean up time and the sun. …
The Stocktwits Social Heatmap – Finding Signal inside Stocktwits
This morning we are live with a new section on our site called ‘Stocktwits Signals’ (top navigation bar from anywhere within the site or bookmark it now). I am thrilled how people are thinking about and using Stocktwits. When I first showed Fred Wilson the idea of Stocktwits in 2008, he said: If you like …
Tax Day….I am Not a 1 Percenter
Today I am confident in one thing. I am not a 1 percenter. I am also pretty sure that it’s not the 1 percent that don’t pay taxes…it’s the .1 percent. I always feel like a 1 percenter. I have good income, friends, a home…I make investments. All that was left for 1 percenter nirvana …
Momentum Monday…My Method to the Madness and Price Targets Are a Trap …
In today’s ‘Momentum Monday’ I once again explain how I find and research new ideas and review my picks for The Stocktwits Edge book from 18 months ago ( $INTU, $ARBA and $RAX). I review how I applied those principles recently to the 3D printing industry, specifically $DDD. So far so good. Ivan and I …
Instagram and ZAGG …Sometimes It is More About the Product Than The Financials
There is more hate in my stream for liking both $ZAGG and Instagram (long $ZAGG) than I can remember. Maybe Intuit is a close third (long $INTU). There used to be (wait …still is) all day hate for $AAPL lovers. When markets are good and shrugging off bad news, you can own momentum and that …
Instagram to Wall Street…You Failed!
From what I have read, Instagram and Facebook used no ‘banker’ to get their $1 billion deal done. I am no fan of Facebook for it’s Goldman and Morgan Stanley financial chumming it did at $50 billion and now at it’s IPO ($FB ), but at least on Instagram they did not pay the Wall …
What a Market Top Looks Like…Part 2…Patent Trading, Instagram to Facebook (Entrepreneur Envy) and Why I am Selling Apple
Back on February 12th, I blogged ‘What a Market Top Looks Like‘. I was not telling investors to sell everything. If I had told you to sell everything, I would have been wrong. The markets were awash with momentum. But, a few months later, my concerns outlined remain. Today the S&P is still up a …
Creating Shareholder Value….Yahoo vs. AOL
There is no quit in Tim Armstrong. He came to wrench out shareholder value and he is creating it. I can’t tell if there is quit in Yahoo. They seem to be quitting and from the top down strategy of lawsuits and layoffs they seem to be taking the easy way out. That’s an awful …