TechInvestor

2 Comments

    • ON: Thu Feb 14th 11:09 AM
      Commented on:
      Salesforce.com: Ticking Time Bomb
      History has shown that this stock typically trades based on the following premise:
      - CRM has a market share lock on a large mid-market software opportunity
      - People have talked about competition for years but few have made a dent in CRM's dominance - the longer this holds true the better the stock does
      - Oracle is a hungry acquirer that actively sucks up such companies
      - Oracle will eventually pay a nice premium for this strategic asset irrespective of valuation
      - When the winds of acquisition seem less likely the stock modestly succumbs to valuation pressure
      - When the winds are high - the stock flies
      - We'll see....
      View article »
    • ON: Mon Oct 8th 23:41 PM
      Commented on:
      Is the Chinese Stock Market a Bubble? If So, How to Invest?
      Why in the world would you title the article - how to profit if there is a China Bubble - if your only conclusion is to maximize your value cushion with a few stocks that have larger Shanghai premiums if it collapses???
      Not exactly a profit-making formula.
      View article »
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