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The Ugly Truth

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  • Why Apple Will Never Breach $700 Again And Remain There
    on Nov. 19, 2013 BBRY, DELL, GOOG 73 Comments
  • Eeny, Meeny, Miny And Mo Portfolio: 33.3% Return Over 15 Months
    on Nov. 4, 2013 AMZN, BBRY, CSCO 31 Comments
  • Apple: If I Could Buy And Hold Only One Stock, This Is It... 2nd Anniversary
    on Oct. 28, 2013 GOOG, MSFT, AAPL 26 Comments
  • Apple: Do You Get Harmony If Everyone Sings The Same Tune?
    on Nov. 19, 2012 AAPL 51 Comments
  • Apple's Earnings Miss: Deja Vu All Over Again, Or, What Lies Under The Surface?
    on Oct. 31, 2012 AMZN, GOOG, MSFT 46 Comments
  • Apple: Will The iPad Mini Even Scratch The Surface?
    on Oct. 23, 2012 AMZN, MSFT, BBRY 60 Comments
  • Apple: This Was The Week I Was Waiting For (Part 3)
    on Sep. 20, 2012 AMZN, BIDU, CHA 69 Comments
  • MoneyBall Aug 2012 - Does The Fish Stink From The Head Down?
    on Sep. 10, 2012 AMZN, CMG, EDC 15 Comments
  • Moneyball July 2012 Update
    on Aug. 23, 2012 AAPL, CMG, OUTR 7 Comments
  • Apple: If There Was One Stock That I Would Buy And Hold, This Is It -- 1st Anniversary
    on Aug. 15, 2012 GOOG, IBM, BBRY 190 Comments
  • Apple: Why Is The 'Cult' Of Mac So Misunderstood?
    on Jul. 12, 2012 AAPL 75 Comments
  • Moneyball: June 2012 Update
    on Jul. 9, 2012 AAPL, GOOG, LULU 7 Comments
  • Apple: Eeny, Meeny, Miny Or Mo?
    on Jul. 4, 2012 AMZN, GOOG, MSFT 47 Comments
  • 'Moneyball' May 2012 Update
    on Jun. 13, 2012 AAPL, ERX, FAS 9 Comments
  • Apple: This Is The Week That We've Been Waiting For (Part 2)
    on Jun. 13, 2012 GOOG, AMZN, AAPL 100 Comments
  • Apple: It's The Week We've All Been Waiting For (Part 1)
    on Jun. 10, 2012 AAPL 46 Comments
  • What Will An Apple Bubble Look Like?
    on May. 2, 2012 AMZN, CRM, GLW 88 Comments
  • Apple: Stop Comparing Apples To Oranges
    on Apr. 10, 2012 AMZN, CSCO, GOOG 55 Comments
  • 'Moneyball' April 2012 Update
    on Apr. 3, 2012 LHB, BBRY, SPY 26 Comments
  • Apple And 'The Boy In The Plastic Bubble'
    on Mar. 30, 2012 AAPL 46 Comments
  • Apple, China, Dividends, Buybacks And The End Of An Era?
    on Mar. 20, 2012 BRK.A, PCLN, BBRY 21 Comments
  • Moneyball - February 2012 Update
    on Mar. 4, 2012 MPEL, SCIF, TZA 34 Comments
  • Apple And The 3 Little Pigs
    on Feb. 8, 2012 AAPL, AMZN, GOOG 50 Comments
  • 'Moneyball': Base Runs Or Home Runs - In Search Of Portfolio Return Consistency
    on Feb. 2, 2012 DZK, EDC, NFLX 16 Comments
  • When To Sell Apple?
    on Jan. 30, 2012 CSCO, MSFT, DELL 43 Comments
  • Connecting The Dots On Apple
    on Jan. 19, 2012 TGT, AAPL 13 Comments
  • Apple: Gearing Up To Go 'Thermonuclear' In 2012?
    on Jan. 12, 2012 SSNLF, GOOG, MSFT 66 Comments
  • What I Learned From Shorting RIM
    on Dec. 27, 2011 BBRY 95 Comments
  • An Open Letter To Jim And Mike Of Research In Motion
    on Dec. 19, 2011 AAPL, BBRY 87 Comments
  • What Would Apple Do If It Ran RIM?
    on Dec. 6, 2011 AAPL, BBRY 24 Comments
  • 3 Lessons I Learned From Dating The Prom Queen Applied To Apple Stock
    on Nov. 23, 2011 AAPL 21 Comments
  • Don't Let Apple Be 'The One That Got Away'
    on Oct. 24, 2011 AAPL 76 Comments