Investors Mosaic

Long only, mega trends, best-of-breed, long-term focus
Investors Mosaic
Long only, mega trends, best-of-breed, long-term focus
Contributor since: 2012
Company: Investors Mosaic
Deep Dive Analysis Of Rackspace's Q3
Why I'll Never Short Salesforce.com
Why Chipotle Is My Biggest Position
Ford Europe Stinks - But That's OK
Understanding TJX's Fair Valuation
Google Does Cloud: Should We Care?
Salesforce.com Grossly Overvalued
AutoNation Worth $46
Watch Your Head, The Sky Is Falling
Buy A Chipotle Burrito, Not The Stock
How New Competitors Will Hurt Rackspace
Econ 101 Helps Explain Facebook Flop
Facebook: This Is The Bet You Are Making