Jeff Borack's  Instablog

... you would have heard more about the $100 tablet (iPad) subsidy from AT&T. It's been picked up by a few news outlets, but this doesn't seem to be circulating through financial markets. I don't see it on the Bloomberg, not on Apple Insider. If the stock was up, this would have been huge news.

Disclosure: I am long AAPL.

I’d just like to take a minute to update my followers on kaChing, my blog, and seeking alpha of my employment situation.  This week I started work for Kerrisdale Capital where I will be collaborating on investment research projects, continuing to work on my own research, and contributing economic, financial, and investment related commentary on a regular basis to the Kerrisdale website.  The articles I’ve already published can be read here:  kerrisdalecap.com/Commentary

This development is positive news both for me and my investors at kaChing for a number of reasons:
1)      My employer is aware of my involvement with kaChing and has encouraged me to continue.
2)      Shared resources in the office will provide me access to sell-side research, a Bloomberg terminal, and other useful investment tools.
3)      Greater stability in my own personal financial situation will finally allow me invest in my own portfolio.

For anyone interested in learning more about Kerrisdale Capital, you can read their quarterly letter to investors and a recent investment idea here: http://www.marketfolly.com/2010/04/sahm-adrangi-kerrisdale-capitals.html

Just a reminder to anyone who follows these links to kaChing and/or Kerrisdale, past performance is no guarantee of future results.

For anyone out there interested in following my career as well as my investment ideas, I was interviewed by Hiro Takei from Behind the Spread this weekend.  We spoke about my involvement with kaChing, my background, and my investment strategy.  For anyone not familiar with kaChing, basically I've been managing a fantasy portfolio there for about a year, and they just started allowing investors to open brokerage accounts that mirror my trades.  If you ever need to find your way back to my kaChing profile, you can always get to it by clicking "portfolio performance" at the top of my blog at harbor.typepad.com.  So far there's about $200k mirroring me!

kaChing has been making waves with their official launch.  Dan Carroll and Andy Rachleff made an appearance on CNBC yesterday.  They were also covered in the New York Times, Blogging Stocks, the Broker News Blog, Business Pundit, Fast Company, Forbes, the Huffington Post, Newspost Online, Reuters, and 9 other news sites...  I'm sure you get the point.