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Arne Alsin

 
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  • Does IBM CEO Rometty Understand Cloud?
    Thu, May. 22 IBM 59 Comments

    Summary

    • IBM CEO Ginni Rometty barely mentions cloud in 2011 and 2012 letters to shareholders, but gives owners lots to chew on in the 2013 letter.
    • SoftLayer is the "premier public and private cloud environment," is it true?
    • Cloud's "economic significance is misunderstood" says IBM's CEO, among other interesting things.
  • Ethics Issues At IBM: Will It Hurt Earnings?
    Fri, May. 2 IBM 91 Comments

    Summary

    • An ex-IBMer: "Glad to be gone but I wonder if my soul is intact."
    • Did IBM cut ethical corners to make earnings?
    • What about customer service? And where are the cutting edge products?
  • Confessions Of A Crazy Stockpicker
    Dec. 27, 2013 IBM, AMZN 41 Comments
  • Amazon Vs. Alibaba: Game On
    Dec. 26, 2013 AMZN 56 Comments
  • Big Winners, Devastating Losers: Cars, Television, Tech
    Dec. 24, 2013 TSLA, GOOG, AMZN 13 Comments
  • AWS And The Amazon Phone: The Next Big Thing?
    Dec. 23, 2013 AMZN 28 Comments
  • Whom Should You Follow?
    Dec. 13, 2013 AMZN, FB 36 Comments
  • Dear Warren, About IBM...
    Nov. 29, 2013 IBM 132 Comments
  • It's A Bull Market, Oh My!
    Nov. 27, 2013 NCR, DHI, MGM 42 Comments
  • Is Amazon A $500 Stock?
    Oct. 24, 2013 AMZN 169 Comments
  • IBM: A Disaster In The Making, Part 2
    Oct. 17, 2013 IBM 45 Comments
  • The Debt Issue Is Rubbish
    Oct. 13, 2013 157 Comments
  • Is The Debt Issue Phony?
    Oct. 4, 2013 DIA, SPY, TLT 172 Comments
  • CNBC: The New 'Business Week Indicator'
    Sep. 6, 2013 MGM 34 Comments
  • Join The Party: Join The Bulls
    Aug. 1, 2013 SPY, QQQ, DIA 82 Comments
  • Where You Should Invest Your Capital
    Jul. 12, 2013 MGM, AMZN, GE 67 Comments
  • IBM: The End Is Near
    Jul. 10, 2013 IBM 144 Comments
  • Is This Really A Bull Market?
    Jun. 6, 2013 AMZN, MGM, NCR 21 Comments
  • Arne Alsin's #1 Pick: Amazon.com
    May. 6, 2013 AMZN 52 Comments
  • IBM: A Disaster In The Making
    Editors' Pick • Apr. 23, 2013 IBM 290 Comments
  • An S&P 500 Forecast: Up, Up And Away
    Apr. 14, 2013 HOV, MWA, LEN 20 Comments
  • It's The Wild, Wild West!
    Feb. 20, 2013 BBY 18 Comments
  • The Coming Decade Of Stocks, Part 2
    Editors' Pick • Feb. 12, 2013 SPY 106 Comments
  • Wait A Second - An American Boom?
    Jan. 23, 2013 HOV, GE, DHI 40 Comments
  • Arne Alsin's Investing Themes For 2013
    Jan. 7, 2013 NCR, AMZN, HOV 26 Comments
  • Arne Alsin Positions For 2013: A Stock Picker's Market, Par Excellence
    Editors' Pick • Jan. 2, 2013 NCR, AMZN, GE 29 Comments
  • Is IBM In Trouble?
    Dec. 28, 2012 IBM 113 Comments
  • Top 10 Pick: Buy Berkshire Hathaway
    Dec. 20, 2012 BRK.B 80 Comments
  • Top 10 Pick: Buy MGM Resorts
    Dec. 11, 2012 MGM 13 Comments
  • Top 10 Pick: Buy Mueller Water Products
    Dec. 5, 2012 MWA 21 Comments
  • Top Ten Pick: Buy Manitowoc
    Nov. 21, 2012 MTW 12 Comments
  • Top 10 Pick: Buy General Electric
    Nov. 19, 2012 GE 16 Comments