I don’t trust Cisco or John Chambers, I think Ballmer is a putz, Ebay is Web 1.0, Dell makes microwave ovens, and Craigslist at it’s best is for midget porn.
But in the post ‘Financial Leverage’ era, certain companies exist are thriving and accelerating without capital markets. They will continue to benefit from all the ‘Social Leverage’ they both create and immerse themselves in.
I call it the NEW NEW Nasdaq.
The leaders of the new era will survive beyond their current CEO’s, have surpassed their Y2K bubble peaks, will bounce the fastest after stock market corrections and will continue to alter the way we look at shitty industries (content, telecom). Because the stock market is so broken and thin, The NEW NEW Nasdaq has a few private companies.
1. Apple – Apple continues to have the most catalysts. iPhone, App Store, Music, iPod, Macbooks, and STORES. They have casually gone into gaming as if by mistake and have the power to ‘GO SLOW’. That power makes them the number 1 Company on my NEW NEW Nasdaq.
2. Amazon – I think Jeff Bezos is the best CEO of the NEW NEW Nasdaq. He has seen the brink of death and brought the Company all the way back. He is well past financial leverage. His investment in Twitter and Amazon’s recommendation engine give me faith in the company’s commitment to ‘Social Leverage’. The Kindle may not be perfect, but their customer service is. The fact that they power most web 2.0 (and wannabe) companies is the hidden gem for the next 10 years.
3. Priceline – I must say I don’t know why because I don’t THINK I use the service so please explain it to me in the comments. I plan on digging in myself this week.
4. Google – Google would be a better company if they sold 5-10 companies before they bought 5-10 companies more. They have built such large ‘MOATS’ around certain aspects of search and gmail that I can’t leave them off the list. They have the capital to be a leader in Social Leverage if they would just ‘lighten up’. Something as simple as putting me in charge of their ‘Social Leverage’ jihad would be a smart first step :) .
5. GOLD – $GOLD is boring. Gold has no cash flow. Gold is hard to store and carry around. Everyone is selling their gold and no one is buying it. But Gold keeps rising. I have had some $GLD amd $DGP in my portfolopi for 4-5 years and I will one day melt it down to buy some MacTablet’s and Kindle’s and make it all worthwhile. In the meantime, burrow a hole in your basement, pile in some gold, and every friday night say hello to it. It’s pretty easy to feed and take care of.
5. Twitter – I think Twitter must be watched now because of the attention alone. It has brought ‘The Now Web’ into the spotlight. The momentum money in the private market has stepped up. Twitter has a lot of responsibility as a private technology/web company. It could get bought for a high valuation or do what Google did and stay independent.
6. Facebook – Facebook is 100 percent pure evil. It is the Equifax, Experian, Transunion of it’s time. The data will not come out of the borg in ways we like. I barely use the product, but 300 million of YOU do. It is an inevitability because of it’s wonderful design, technology and user base. I am sure they will go public and I am sure that massive gushers of revenue will appear. But, behind the gushers will always remain pure evil.
It’s just a list, but it’s mine. It’s also right.
You are asking…hey Howard, why no alternative energy? I say, Al Gore. I would rather bet against that dude than with him.
You say hey Howard…why Biotechnolgy? I say hey, the perfect drugs are Ambien and Marijuana. Ambien is off patent and marijuana does not have a Starbuck’s yet.
Chew on it, smoke it, swish them around. The list is not racy and that imaginitive, but either are the mutual funds that bid up the winners.
Please take the time to chime in on all the other stocks and industries I missed, but remember most will be too heavily reliant on the government and their agencies.
Well, I would definitely add SKYPE to this list… in a web-based world the phone is in your computer and skype will rule this world in the next pop. GOOG is the top of the list for me :)
Well, I would definitely add SKYPE to this list… in a web-based world the phone is in your computer and skype will rule this world in the next pop. GOOG is the top of the list for me :)
skype may be wirthy indeed, not sure about salesforce. never neeed it yet
http://www.techcrunch.com/2009/03/23/the-efficient-cloud-all-of-salesforce-runs-on-only-1000-servers/
Nah :) althought its my fave wallstrip
Top 10 for sure
If you’re in sales, it’s a killer app. I hate saying it because I think the CEO is an arrogant jerk, but I’ve done CRM implementations on many products, and you can’t beat it.
On the other hand, if I never bought products from companies with arrogant jerks as CEO, I probably wouldn’t have an iPod.
upside – any good alt energy company will come public in the next 5 years and/or be bough by $bp or $xom etc…better to focus on growth ideas from social leverage
Nah :) althought its my fave wallstrip
Top 10 for sure
Disqus is pur genius. And I am an investor
Baidu.The economy is global and interdependent. China is the most populous internet nation and arguably the strongest economy in the world. Baidu is up 231% year to date. They lowered guidance for Q4 and provided a disappointing Q1 outlook. Despite selling off almost 19% after they reported earnings the stock has bounced back to pre-earnings level.
Baidu is even referring my stealth technology (off the radar) blog!
China did spend a ton on their economy last year, it’ll catch up over the next year or three.
bidu is top ten, but I am 44 and not gong back there and if you need a chinese stocks to call yourself an investor, you are not an investor.
bidu was a suggestion to the new new nasdaq list based on position and trends, nothing more or less. As we all know, the U.S is the center of the universe
:)
Baidu.The economy is global and interdependent. China is the most populous internet nation and arguably the strongest economy in the world. Baidu is up 231% year to date. They lowered guidance for Q4 and provided a disappointing Q1 outlook. Despite selling off almost 19% after they reported earnings the stock has bounced back to pre-earnings level.
The dollar and rates are the story
I dig it Howard. Whatya think of prismastar’s answeroil as a search/purchase agent?
WordPress, Squidoo, Posterous, and Disqus are publishing/magic content engines that will rise like vampiric lich lords in a D&D Ravenloft campaign.
The real secret? The semantic and search forces Zemanta, Calais and potentially Orchestr8, Eqentia, and of course my pre-startup Victus Media! We’re gonna create paddles for the raging information stream, as well as buckets of cash (thimbles?) with better targeted ads.
Love it. But you know I don’t get this stuff.
I dig it Howard. Whatya think of prismastar's answeroil as a search/purchase agent?
WordPress, Squidoo, Posterous, and Disqus are publishing/magic content engines that will rise like vampiric lich lords in a D&D Ravenloft campaign.
The real secret? The semantic and search forces Zemanta, Calais and potentially Orchestr8, Eqentia, and of course my pre-startup Victus Media! We're gonna create paddles for the raging information stream, as well as buckets of cash (thimbles?) with better targeted ads.
Love it. But you know I don't get this stuff.
I concur on the genius of Disqus. They let me export and import at will. That's data portability and user respect = Trust ;)
I have not invested so you can get the external view.
You're invested in everything. I like and use Disqus as well.
Baidu is even referring my stealth technology (off the radar) blog!
China did spend a ton on their economy last year, it'll catch up over the next year or three.
Pre world war 2 German inflation bad?
bidu was a suggestion to the new new nasdaq list based on position and trends, nothing more or less. As we all know, the U.S is the center of the universe
:)
I would also add Salesforce to the list. Great company and product.
skype may be wirthy indeed, not sure about salesforce. never neeed it yet
I'd bet on a cow running in the Kentucky over Gore, but the Kleiner Perkins of the world already have too much invested in that dooshbag, they will either walk away and lose millions or push his nonsense forward, caveat emptor
upside – any good alt energy company will come public in the next 5 years and/or be bough by $bp or $xom etc…better to focus on growth ideas from social leverage
http://www.techcrunch.com/2009/03/23/the-effici…
You forgot Red Hat.
Speaking of pure evil, why are you using Disqus?
thanks for giving props to gold, howard. kooks and doom and gloomers around the world appreciate it. and so do those who take howard's advice and stock up on that seemingly useless metal! but let us not forget silver, gold's more volatile sibling, which i think will also fare quite well in the years to come.
i think the signs are shaping up that the feds are trying to create a bubble in alterntative energy/green stuff. in particular carbon credits gets kid mercury's vote for “asset most likely to experience a bubble.” the feds are legislating this market into existence, and wall st is always looking for something to gamble on, doubly so when they can bribe congress into giving them money and tax breaks to do so.
but i still think the dollar is the story. if that thing continues to fall it is only a matter of time before the dollar risk causes folks to flee all dollar denominated assets, including the wall st casinos like nasdaq and nyse. then we'll need a new currency and new financial markets. and that's the real opportunity, IMHO.
bidu is top ten, but I am 44 and not gong back there and if you need a chinese stocks to call yourself an investor, you are not an investor.
I agree with AAPL, AMZN, GOOG, FBUK. I have some reservations for the rest: Priceline is easily substitutable, Twitter (despite its huge potential) is still looking for its way. I would add WMT to the list. Its online presence is strong and growing.
I look at gold more as a fear gauge than an inflation protector. I have no idea where the price of gold will be an year from today. People have to be careful how they are invested in gold. I hear about many occasions of forging gold by putting tungsten in the middle: http://www.youtube.com/user/flaskofcoffee#p/u/0…
I would also add Salesforce to the list. Great company and product.
Our company motto is “Do no evil — but only when it's convenient.”
Lifelock for Facebook?
I’d bet on a cow running in the Kentucky Derby over Gore, but the Kleiner Perkins of the world already have too much invested in that dooshbag, they will either walk away and lose millions or push his nonsense forward, caveat emptor
Yeah, but you’re missing the NEW NEW Nasdaq conspiracy theory. We know that AAPL is going into gaming. What if Jobs secretly bought a biotech company that could inject cows with some peptide that would instantly make those cows turn into Secretariat and make all of their flesh instantly USDA Prime. He could then enter cows into thoroughbred racing and after those cows win two of the three triple crown races, he would inject them with another peptide that would weaken their bones. Jobs would then bet all of his money against the cows as their legs buckled in the Belmont Stakes. He could have the cows processed, collect his betting profits and he would become richer than Buffett in about 10 years…ahh crap…that was an Al Bundy fantasy, not an Al Gore fantasy…well, at least in this one the world doesn’t turn into a molten glob in a decade lol.
argentina in 2001 is a better example, IMHO, as that was a debt-induced currency crisis, which is the globalists currently preferred method of robbing entire nations at a time. here is a nice analysis of the similarities. basically what is happening IMHO is the same scam of getting a country in debt so it can't repay, then it defaults, and then the creditor gets all the assets. this is the classic IMF scam, john perkins is an insider who talks about it a lot. search for him on google video or youtube and he explains how it works in detail.
i still remain optimistic that it will not get as bad as germany pre WWII, and that as price inflation starts to really kick in we'll start to see some real changes to help strenghten the dollar (i.e. higher interest rates). hyperinflation is always a long shot. with that said that is the path the US is on and at the time of this writing is not showing any signs of turning around.
You forgot Red Hat.
Speaking of pure evil, why are you using Disqus?
Disqus is pur genius. And I am an investor
I concur on the genius of Disqus. They let me export and import at will. That’s data portability and user respect = Trust ;)I have not invested so you can get the external view.
You’re invested in everything. I like and use Disqus as well.
Our company motto is “Do no evil — but only when it’s convenient.”
Yeah, but you're missing the NEW NEW Nasdaq conspiracy theory. We know that AAPL is going into gaming. What if Jobs secretly bought a biotech company that could inject cows with some peptide that would instantly make those cows turn into Secretariat and make all of their flesh instantly USDA Prime. He could then enter cows into thoroughbred racing and after those cows win two of the three triple crown races, he would inject them with another peptide that would weaken their bones. Jobs would then bet all of his money against the cows as their legs buckled in the Belmont Stakes. He could have the cows processed, collect his betting profits and he would become richer than Buffett in about 10 years…ahh crap…that was an Al Bundy fantasy, not an Al Gore fantasy…well, at least in this one the world doesn't turn into a molten glob in a decade lol.
lifelock is probably the best idea of the web 2.0 from a monetization standpoint
gold is like a cold, heavy, valuable blanket
thanks for giving props to gold, howard. kooks and doom and gloomers around the world appreciate it. and so do those who take howard’s advice and stock up on that seemingly useless metal! but let us not forget silver, gold’s more volatile sibling, which i think will also fare quite well in the years to come.
i think the signs are shaping up that the feds are trying to create a bubble in alterntative energy/green stuff. in particular carbon credits gets kid mercury’s vote for “asset most likely to experience a bubble.” the feds are legislating this market into existence, and wall st is always looking for something to gamble on, doubly so when they can bribe congress into giving them money and tax breaks to do so.
but i still think the dollar is the story. if that thing continues to fall it is only a matter of time before the dollar risk causes folks to flee all dollar denominated assets, including the wall st casinos like nasdaq and nyse. then we’ll need a new currency and new financial markets. and that’s the real opportunity, IMHO.
The dollar and rates are the story
Pre world war 2 German inflation bad?
argentina in 2001 is a better example, IMHO, as that was a debt-induced currency crisis, which is the globalists currently preferred method of robbing entire nations at a time. here is a nice analysis of the similarities. basically what is happening IMHO is the same scam of getting a country in debt so it can’t repay, then it defaults, and then the creditor gets all the assets. this is the classic IMF scam, john perkins is an insider who talks about it a lot. search for him on google video or youtube and he explains how it works in detail.
i still remain optimistic that it will not get as bad as germany pre WWII, and that as price inflation starts to really kick in we’ll start to see some real changes to help strenghten the dollar (i.e. higher interest rates). hyperinflation is always a long shot. with that said that is the path the US is on and at the time of this writing is not showing any signs of turning around.
gold is like a cold, heavy, valuable blanket
umm, no Goldman Sachs? talk about thriving, they OWN this moment – license to kill/steal/pimp
good list otherwise, facebook/twitter combo changing the world in ways we wont realize until years from now
good stuff
Goldman is cyclical. These are not for now
Well every company is actually recesiion sensituve its just that goldman is not a growth biz.
umm, no Goldman Sachs? talk about thriving, they OWN this moment – license to kill/steal/pimp
good list otherwise, facebook/twitter combo changing the world in ways we wont realize until years from now
good stuff
i’d include 3G/4G players in mobile technology & wireless (a long list indeud)
i'd include 3G/4G players in mobile technology & wireless (a long list indeud)
Gold, dollar, rates are great! How about the growth out of Asia- i.e. china/india?
Goldman is cyclical. These are not for now
Well every company is actually recesiion sensituve its just that goldman is not a growth biz.
the Facebook / credit bureaus analogy is right on – eventually consumers will wake up to what's being done with their personal data
I agree with AAPL, AMZN, GOOG, FBUK. I have some reservations for the rest: Priceline is easily substitutable, Twitter (despite its huge potential) is still looking for its way. I would add WMT to the list. Its online presence is strong and growing.
I look at gold more as a fear gauge than an inflation protector. I have no idea where the price of gold will be an year from today. People have to be careful how they are invested in gold. I hear about many occasions of forging gold by putting tungsten in the middle: http://www.youtube.com/user/flaskofcoffee#p/u/0/xvRqEXWRRD8
Lifelock for Facebook?
lifelock is probably the best idea of the web 2.0 from a monetization standpoint
the Facebook / credit bureaus analogy is right on – eventually consumers will wake up to what’s being done with their personal data
I know it is hard to get excited about Big Blue, but I wouldn’t overlook them. “IBM said it was launching a service called “Smart Analytics Cloud,” its biggest cloud computing service yet.” Gartner Research estimates cloud computing will ring up sales of about $3.4 billion this year. http://bit.ly/31o4no
They deserve top 10 for sure. Amazing company.
Gold, dollar, rates are great! How about the growth out of Asia- i.e. china/india?
They deserve top 10 for sure. Amazing company.
I know it is hard to get excited about Big Blue, but I wouldn't overlook them. “IBM said it was launching a service called “Smart Analytics Cloud,” its biggest cloud computing service yet.” Gartner Research estimates cloud computing will ring up sales of about $3.4 billion this year. http://bit.ly/31o4no
If you're in sales, it's a killer app. I hate saying it because I think the CEO is an arrogant jerk, but I've done CRM implementations on many products, and you can't beat it.
On the other hand, if I never bought products from companies with arrogant jerks as CEO, I probably wouldn't have an iPod.
Notice most entries actually produce nothing? Even IBM is noted because of its software. Kind of sad really.
Notice most entries actually produce nothing? Even IBM is noted because of its software. Kind of sad really.
Just saw the interview on Yahoo tech ticker, great picks and awesome thoughts… love the title of this post too, straight out of Michael Lewis’ book, which I re-read recently.
The internet’s changing like never before. I think the “world wide web” is going to be a thing of the past; it’s not gonna be a “web”-like structure anymore. All the dots are going to be already connected no matter how far apart or how unrelated they are, it’s getting more quantum-like. And it’s going to happen via social networks.
That’s why Marc Andreessen is working on RockMelt. He’s repeating the same steps that Jim Clark did in the 90s.
thanks sayem
Just saw the interview on Yahoo tech ticker, great picks and awesome thoughts… love the title of this post too, straight out of Michael Lewis' book, which I re-read recently.
The internet's changing like never before. I think the “world wide web” is going to be a thing of the past; it's not gonna be a “web”-like structure anymore. All the dots are going to be already connected no matter how far apart or how unrelated they are, it's getting more quantum-like. And it's going to happen via social networks.
That's why Marc Andreessen is working on RockMelt. He's repeating the same steps that Jim Clark did in the 90s.
thanks sayem
Disqus is a boon to Blog readers….. it accepts comments so fast…..
I will continue to use Disqus .. it rocks
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Rob Benwell's Blogging To The Bank 3.0 Reviewed
It would be hard for me to argue with your list, but given the amount of information available on the FB servers, that company will be a monster eventually. Talk about intense, restaurant recommendations based only on your FB friends, search results too. That’s the future I’m pretty sure.
It would be hard for me to argue with your list, but given the amount of information available on the FB servers, that company will be a monster eventually. Talk about intense, restaurant recommendations based only on your FB friends, search results too. That's the future I'm pretty sure.
It would be hard for me to argue with your list, but given the amount of information available on the FB servers, that company will be a monster eventually. Talk about intense, restaurant recommendations based only on your FB friends, search results too. That's the future I'm pretty sure.
This is so interested! Where can I find more like this?
This is so interested! Where can I find more like this?