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I'm a (for now anonymous) manager of a long-short fund which is not open to external investors. I have extensive experience on Wall Street and in the technology industry. I look for strong trends and reasonable valuations (GARP?), particularly in the technology and media sectors. Recently, for... More
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StockTalks
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Don't fret Portugal either - it's even smaller than Greece. Its GDP is $223bn, equal to the state of Louisiana's.1 day ago
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How bad is the Greece problem? Its GDP ($343bn) is roughly equal to the US state of Washington's, and less than the market cap of C.1 day ago
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AMZN buys a display tech company, AAPL buys a chip developer - the return of vertical integration. Very risky.5 days ago
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Scott Bateman on How to Kill a Web Business, Courtesy of TheStreet.com Excellent analysis of how focusing too much on ...
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Plant the seeds on An Insider's View of Commercial Real Estate I think the manufacturing led recovery (invento...
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Plant the seeds on News Corp on Charging for Online Content Quality of content only gets you so far. Consum...
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E Nuff Sed on Why Apple's Laptop Business will Crash in 18 Months Another problem is large corporation will never...
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Paul Harper on Why Apple's Laptop Business will Crash in 18 Months Certainly agree with you regards cloud computin...
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Microsoft CEO Steve Ballmer on the Smartphone Market
"When 1.3 billion phones a year are all smart, the software that’s gonna be most popular in those phones is gonna be software that’s sold by somebody who doesn’t make their own phone."
A Warning to Amazon in News Corp's Conf Call
News Corp on Charging for Online Content
Source: News Corporation F4Q09 (Qtr End 06/30/09) Earnings Call Transcript