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Let’s Talk About Yahoo…Embrace The Purpleness

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 …

Google is my ‘Newman’ Stock

When I shorted stocks a lot (the dumb days), Capital One $COF, Fannie Mae $FNM, Harley Davidson $HOG and Best Buy $BBY were my go to stocks. They drove me bonkers. They were my ‘Newman’ stocks. I lost way too much money over time to bother adding up and way too much hair. Now I …

The Mindless Behind The Meltdown…

We are all collectively to blame for the market meltdown of 2007-2009. The Wall Street Journal has figured out NOT that the quants were behind the meltdown in this lovely STORY ‘The Minds Behind The Meltdown’. There was no MIND(S) behind the meltdown, WE were MINDLESS. You were not entitled to have a home, or …

'Due Diligence is for Underperformers'

One of the main reasons for my sarcastic RULE, one that I have chosen to LIVE BY is that price will keep you out of shitty markets and lot’s of hard work. We all want ‘5 minute abs’, but you ain’t getting them. If you are going to fish, you can stop anywhere in a …

Deep Market Thoughts…It's All About Cheap Porn!

Oil was down 5 percent …Hooray? Nope – still UP on the week. The Dow was up 200 points…Hooray? Nope – still DOWN for the week. Things are getting slower and harder for many American’s but the prices of what’s truly important keeps going up and up. I am not talking about the $4 Three …

Deep Market Thoughts…'Dust in The Wind'

I am Pebble Beach this week and as I remembered, it’s awesome. The whole damn coast of California is awesome, save Los Angeles. As for investing, The California coast reminds me that we are ust ‘Dust in the Wind‘ and it’s best for 99 percent of investors to consider that when allocating their hard earned …

The Next Great Roll-Up…Entrepreneur Start-up Schools

I have figured out a way to solve our fascination with investing in start-ups. Take a look at the market cap of Devry (DV – $4 billion) and University of Phoenix (APOL, $10 billion) when you get a moment Mr. Paul Graham (Y Combinator and already bi-coastal) and David Cohen (Techstars). Now consider a rollup …

Steve Job's Sick? Old News Now

Back on June 10th , I felt the Steve Job’s is sick news was being covered rather lightly after his appearance. Now, the New York Times is on the bandwagon (July 26th), that’s bullish, and they are dragging Mr. Jobs through the media coals. The news may still make you money, but I think the …