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Akram's Razor

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  • Shale: This Time It's Different
    on Tue, Feb 7, 2012 CRR, CHK 72 Comments
  • Netflix: Being Right For All The Wrong Reasons
    on Thu, Feb 2, 2012 NFLX, RENN 47 Comments
  • Tebowing The S&P 500
    on Tue, Jan 17, 2012 8 Comments
  • Debunking Altucher's Bull: 'I Could See, But Now Am Blind'
    on Thu, Jan 5, 2012 AMZN, MSFT, INTC 105 Comments
  • 2012 Market Outlook: 'Wear Sunscreen'
    on Mon, Dec 26, 2011 15 Comments
  • What A Bubble Looks Like
    on Tue, Dec 20, 2011 ZNGA, AAPL, GOOG 25 Comments
  • Cash Is King
    on Fri, Dec 16, 2011 FSLR, STP, JOY 6 Comments
  • Is It Time To Short The Japanese Government?
    on Tue, Dec 13, 2011 FXY, BIL 25 Comments
  • China Will Stumble; I Guarantee It
    on Mon, Dec 12, 2011 BHP, CAT, VECO 48 Comments
  • Microsoft: Less About The Product, More About An Ecosystem Shift
    on Mon, Dec 5, 2011 MSFT 11 Comments
  • Netflix: Bizarre George Costanza Moves
    on Thu, Nov 24, 2011 GMCR, NFLX 6 Comments
  • Gold: Why It's A Leap Of Faith
    on Tue, Nov 22, 2011 GLD 48 Comments
  • Wag The Economy
    on Mon, Nov 21, 2011 3 Comments
  • Bove Says Buy Banks - Again
    on Mon, Nov 21, 2011 JPM, BAC, GS 16 Comments
  • Salesforce And The Sell Side Kool-Aid
    on Fri, Nov 18, 2011 NFLX, YOKU, RENN 26 Comments
  • Analysts Need To Get Real About OpenTable
    on Thu, Nov 3, 2011 OPEN 16 Comments
  • Netflix: Whether Whitney Tilson Has A Case Against His Friend Reed Hastings
    on Tue, Sep 20, 2011 NFLX 21 Comments
  • Microsoft's Blind Bulls
    on Thu, Apr 14, 2011 MSFT 46 Comments
  • Netflix: Analyst Alchemy
    on Mon, Mar 28, 2011 NFLX 38 Comments
  • Acme Packet: Too Much Risk, Not Enough Reward
    on Wed, Mar 16, 2011 APKT 15 Comments
  • Netflix: Don't Short Reed Hastings, But Content Is Still King
    on Mon, Jan 31, 2011 NFLX 9 Comments
  • Five Reasons to Short Netflix This Earnings Call
    on Wed, Jan 26, 2011 NFLX 52 Comments
  • Netflix Acquiring Starz? Why?
    on Wed, Jan 5, 2011 NFLX 4 Comments
  • A Contrarian Take on Future for Netflix and Google TV
    on Mon, Oct 25, 2010 NFLX, GOOG 10 Comments
  • Microsoft: The Big Short
    on Wed, Oct 20, 2010 MSFT, GOOG, AAPL 99 Comments
  • Netflix: This Stock's Story Is Over
    on Tue, Sep 21, 2010 NFLX, LGF, AMZN 92 Comments