A Checklist For Investing In Internet Companies [View article]
That comment from the Foursquare CEO (Dennis Crowley, I presume?) is remarkable and somewhat surprising. Crowley didn't qualify it as a planned opt-in feature?
A 4 Point Plan For Yahoo's Digital Media Future [View article]
Flickr as case in point - prob is ALL our family pics are on Flickr and there's no easy way to transfer out to another service :/ http://gizmo.do/K8APkI
High Conviction: TheStreet.com Is Way Undervalued [View article]
I'm wondering if the comparisons to MarketWatch and CNET on the basis of revenues only are appropriate. MarketWatch was in rapid growth stage still at the time of its acquisition, and I think it's broadly understood that CBS overpaid for CNET on a multiple basis at $1.8 billion. But DJ wanted a property like MW to access that specific market with that model, and CBS Interactive under Quincy Smith wanted the reach that CNET brought. What assets along these lines would TSCM bring an acquirer?
High Conviction: A High Yielding, Low Risk Power and Water Company [View article]
That could indeed be a challenge, though as indicated the Toronto-traded shares are far more liquid and are available to most US investors through your broker.
High Conviction: Emerging Markets and These Three Stocks Will Outperform [View article]
Frank, EEM lagged its benchmark by a full 6.7% in 2009 - doesn't that concern you? Good piece from Felix Salmon today on this seekingalpha.com/artic... referencing Ian Salisbury at the WSJ online.wsj.com/article...
Google News: 44% of Visitors Scan Headlines Without Clicking Through [View article]
It's not clear to me that someone who scans headlines on Google News or any other headline aggregator is 'taking a significant share away' from the end source. This is not necessarily a user of that end source, now or ever, so how can you consider it a lost user? Aggregators have been part of the web since its inception - this is a way to consume content on its own.
This reminds me of the discussion over piracy (though I think nothing ethically questionable is happening with aggregation) - the person who downloads a .mp3 without paying was not necessarily ever going to pay for it elsewhere, so it's not reasonable to consider it 'lost revenue' to those legit sources, as is often claimed.
Google Real-Times Tweets, But Is It Breaking the Rules? [View article]
That's metadata that will get increasingly busy, which is probably why Google chose not to show it. For example, the new retweet that Twitter implemented places the retweeter in the metadata, I believe. It has been accepted practice to show this metadata - the Twitter user's client - but it's not clear to me that it adds sufficient value to the user to justify its placement in all contexts, like Google results.
A Checklist For Investing In Internet Companies [View article]
A 4 Point Plan For Yahoo's Digital Media Future [View article]
High Conviction: TheStreet.com Is Way Undervalued [View article]
High Conviction: A High Yielding, Low Risk Power and Water Company [View article]
High Conviction: A Footwear Company That Runs With Generation Y [View article]
High Conviction: These Stock and Bond Picks Won Cara Goldenberg Dinner With Buffett [Part 2] [View article]
High Conviction: This Stock Pick Won Cara Goldenberg Dinner With Warren Buffett [View article]
High Conviction: This Stock Pick Won Cara Goldenberg Dinner With Warren Buffett [View article]
High Conviction: Emerging Markets and These Three Stocks Will Outperform [View article]
Good piece from Felix Salmon today on this
seekingalpha.com/artic...
referencing Ian Salisbury at the WSJ
online.wsj.com/article...
Large-Cap Stocks and Covered Calls Are Key to 2010 Outperformance - Fund Manager Tyler Vernon [View article]
Apple F1Q 2010 Earnings Live Discussion [View article]
Google News: 44% of Visitors Scan Headlines Without Clicking Through [View article]
This reminds me of the discussion over piracy (though I think nothing ethically questionable is happening with aggregation) - the person who downloads a .mp3 without paying was not necessarily ever going to pay for it elsewhere, so it's not reasonable to consider it 'lost revenue' to those legit sources, as is often claimed.
Ben Axler's Highest Conviction Holding: An Undervalued, Smallcap Commodities Stock [View article]
Dear Investment Bankers: Please Do Not Ruin the Current IPO Window [View article]
Google Real-Times Tweets, But Is It Breaking the Rules? [View article]