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Stephen L. Weiss'  Instablog

Stephen L. Weiss
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Stephen L. Weiss is an active investor, markets expert, public speaker and author. His most recent book is a novel called UNHEDGED (see below). He has also authored two well received investment books: The Big Win: Learning from the Legends to Become a more Successful Investor (Wiley, 2012) and... More
My company:
Short Hills Capital Partners, LLC
My blog:
StephenLWeiss
My book:
UNHEDGED: A Story About A Killing in the Market
View Stephen L. Weiss' Instablogs on:
  • HPQ - Whitman Keep PC Business
    Whitman's first decision of her tenure: keep the PC division.  I think she will guide EPS to $4.00 which makes stock still very inexpensive. I wrote the following on 9/27/11:  http://blog.stephenlweiss.com/2011/09/27/hpq-confessions-of-a-first-time-buyercompelling-riskreward/    summing it up in this quote:  HPQ is  .."as unloved as Ahmadinejad would be if he joined my local synagogue"...  Follow me on twitter at stephenlweiss.
    Oct 27 4:28 PM | Link | Comment!
  • Akamai Getting Married to Google? Makes Sense But Not So Fast

    A Google acquisition of Akamai makes sense to me, not only because I own AKAM, but because there is tremendous synergy between the two companies.  It also makes sense, perhaps even more so, for AT&T or Verizon to make a bid.   while Akamai is one of those companies destined to be acquired some day, it is all too frequently the subject of unfounded rumors which may be the situation now.  Regardless, the question of acquisition is only one of timing.

     

    Disclosure: Long AKAM

    Oct 12 4:38 PM | Link | Comment!
  • Market move
    just when u think the stock market is getting tired, it scoffs down a 5 hour energy drink & rallies into close. i'm shaving some exposure on this big move of last week
    Oct 12 3:46 PM | Link | Comment!
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