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Brett Owens

 
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  • Buying From Panic Sellers: A Forgotten, Unloved Precious Metal [View article]
    And where, exactly, was the present glut recycled from?

    This is the sort of mistake that can discredit a commenter!
    Jul 2, 2013. 06:00 PM | Likes Like |Link to Comment
  • Guidewire's Ambiguous Q3 Results, And The Market's Manic Reaction [View article]
    To each his own - GWRE is up 6% since this article ran, and up a percent or two since your comment posted.
    Aug 22, 2012. 05:26 PM | Likes Like |Link to Comment
  • A Growth Software Company With Utility-Like Revenue Stability - Guidewire [View article]
    Because I have not seen GWRE lose a deal to EBIX.
    May 30, 2012. 12:29 AM | Likes Like |Link to Comment
  • A Growth Software Company With Utility-Like Revenue Stability - Guidewire [View article]
    Suryan,

    Yes I have been following GWRE's insider selling. I think this will continue to provide us with a volatile ride for the next 12 months or so, which is fine with me, as it may give us better prices to buy at.

    Re: the actual selling, the founders had their liquidity tied up for a decade in paper GWRE stock, which has since doubled since IPO, so I don't fault them for selling, it's the prudent personal thing for them to do.

    Brett
    May 17, 2012. 11:16 AM | Likes Like |Link to Comment
  • A Growth Software Company With Utility-Like Revenue Stability - Guidewire [View article]
    The more $$$ vendors pay Gartner and Forrester, the better their placements will be in their ratings and "magic quadrants".

    ACN's consulting expertise aside - despite my jab it's actually not relevant here - the fact is that their product suite for insurance is not on the same level as Guidewire today.
    May 15, 2012. 04:24 PM | Likes Like |Link to Comment
  • A Growth Software Company With Utility-Like Revenue Stability - Guidewire [View article]
    The products are not integrated though, and it's my understanding that ACN's current Claim Component product is far inferior to Guidewire's - which is huge because this is often where the initial sale is made in this space.
    May 15, 2012. 04:22 PM | Likes Like |Link to Comment
  • A Growth Software Company With Utility-Like Revenue Stability - Guidewire [View article]
    Duck Creek is a good product for policy and billing, but they do not yet have a claims management piece, which is a huge product gap for ACN.
    May 15, 2012. 11:53 AM | Likes Like |Link to Comment
  • A Growth Software Company With Utility-Like Revenue Stability - Guidewire [View article]
    Based on the fact that they are not an enterprise software company, and my experience working with their implementation teams in a previous career as an enterprise software consultant.
    May 14, 2012. 11:16 PM | Likes Like |Link to Comment
  • Two Commodities to Buy in 2011 [View article]
    Great find, thanks for the heads up!
    Jan 23, 2011. 03:21 PM | Likes Like |Link to Comment
  • A Look at Valuations of Google, Apple, Microsoft and Intel [View article]
    Actually I agree with you re: desktop development - it's a minefield where you need more horses.

    But desktop development is going away. Who needs a full PC and OS anymore? All you need is a device that can do some light local computing, and connect you to the Cloud via the browser.

    And when it comes to web development - the present and future of software dev - a single developer can easily run circles a bloated dev team, especially one hampered by big company politics and decision making.
    Jan 21, 2011. 01:41 PM | 1 Like Like |Link to Comment
  • A Look at Valuations of Google, Apple, Microsoft and Intel [View article]
    Get outta here!
    Jan 20, 2011. 03:18 PM | Likes Like |Link to Comment
  • A Look at Valuations of Google, Apple, Microsoft and Intel [View article]
    That's a very good point Dibber - no doubt Google is the king of the world right now because of their ownership of search.

    So yeah, the fact that we gauge Facebook's and Apple's prospects on their ability to make inroads into Google's search cash machine is quite flattering for "The Google".
    Jan 20, 2011. 01:08 PM | 1 Like Like |Link to Comment
  • A Look at Valuations of Google, Apple, Microsoft and Intel [View article]
    Thanks Mike - all excellent points, especially your demographic one. The folks who don't "get" Facebook seem to shun their noses at it as a fad - but I agree with you that it's more about a demographic divide/preference. And the preference of the younger generation appears to be Facebook.
    Jan 19, 2011. 11:52 PM | Likes Like |Link to Comment
  • A Look at Valuations of Google, Apple, Microsoft and Intel [View article]
    Thanks Adam!
    Jan 19, 2011. 06:25 PM | Likes Like |Link to Comment
  • A Look at Valuations of Google, Apple, Microsoft and Intel [View article]
    Thanks Philip - I admittedly glided over the more traditional valuation measures, as I feel like they are more or less "baked into" current stock prices. So I tried to look down the road 3-5 years to get a view for the bigger picture trends - which will eventually effect where these metrics are heading.
    Jan 19, 2011. 06:25 PM | Likes Like |Link to Comment
COMMENTS STATS
162 Comments
127 Likes