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Dana Blankenhorn  

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  • Comcast's Consolation Prize: It Becomes Disney
    Today, 10:15 AM CMCSA, CMCSK 21 Comments
  • Time Warner Cable Will Be Bought
    Fri, Apr. 24 TWC 17 Comments
  • Comcast Checkmates Google Wireless Plan
    Thu, Apr. 23 GOOG, GOOGL 65 Comments
  • Buying The Gas Station Is Tough When The Best Players Are Private
    Tue, Apr. 21 ANCUF, DG, MUSA 9 Comments
  • IBM: The Box Closes In
    Tue, Apr. 21 IBM 97 Comments
  • Trading Is Back
    Mon, Apr. 20 JPM, MS, GS 1 Comment
  • Texas Facing The Deep Breath Before The Plunge
    Mon, Apr. 20 BBEP, CFR, ENB 54 Comments
  • Verizon Unbundling Shows Weakness In Phone Model
    Sat, Apr. 18 VZ 25 Comments
  • Years Of Success Make Southwest Air A Battlefield
    Fri, Apr. 17 LUV 6 Comments
  • Gravity Pay Puts Spotlight On Booming Transaction Sector
    Fri, Apr. 17 HPY, VNTV, V 1 Comment
  • Yahoo Needs To Cut Into Facebook's Mobile Lead
    Fri, Apr. 17 YHOO 8 Comments
  • Box Tries Getting Out Of The Box With Verold Buy
    Thu, Apr. 16 BOX 5 Comments
  • Why JPMorgan Is Again The Best Big Bank To Buy
    Thu, Apr. 16 JPM 1 Comment
  • The Big Threat To Google Is Nationalizing The Internet
    Thu, Apr. 16 GOOG, GOOGL 31 Comments
  • Google Fiber Takes Internet Access To The '90s - The 1890s
    Wed, Apr. 15 GOOG, GOOGL 227 Comments
  • Immelt Kills Jack Welch's GE
    Tue, Apr. 14 GE 72 Comments
  • Texas Hold 'Em In The Oil Patch
    Tue, Apr. 14 APA, CNX, DBO 10 Comments
  • Google's Slow-Motion Strangulation
    Tue, Apr. 14 GOOG, GOOGL 175 Comments
  • The Long Strange Trip Of Walgreens And Express Scripts
    Sat, Apr. 11 ESRX 8 Comments
  • The Cloud Shake-Out Has Begun As HP Drops Out Of Public Cloud
    Sat, Apr. 11 HPQ 18 Comments
  • Is It Time To Speculate On Sprint?
    Fri, Apr. 10 S 62 Comments
  • The Game We Call Gaslighting Angie's List
    Fri, Apr. 10 ANGI 28 Comments
  • LinkedIn's Good Lynda Deal Could Get It Found Out
    Fri, Apr. 10 LNKD 7 Comments
  • Making An Argument For The New McDonald's
    Thu, Apr. 9 MCD 31 Comments
  • Amazon Becomes An Investment With A Long Tail
    Thu, Apr. 9 AMZN 90 Comments
  • Thought About Buying Twitter, Then Sobered Up
    Wed, Apr. 8 TWTR 34 Comments
  • AT&T Tests Pricing Tiers, Avoids Buying Content
    Tue, Apr. 7 T 31 Comments
  • Facebook Becomes What Google Was In The 2000s And Microsoft Was In The 1990s
    Tue, Apr. 7 FB 116 Comments
  • Why Now May Be The Time To Grab Some Viacom
    Tue, Apr. 7 VIAB, VIA 3 Comments
  • Utilities Must Adjust To Solar And Not The Other Way Around
    Tue, Apr. 7 DUK, NGG, NRG 101 Comments
  • Can Microsoft Rise Again?
    Mon, Apr. 6 MSFT 110 Comments
  • The Bizarre 70s Require Reverse Economic Engineering
    Sun, Apr. 5 SPY, DIA, QQQ 29 Comments