red5

Is Wells Fargo's Latest Memo a Sign Real Estate is Bottoming?

I don't see that excerpt as any indication that Wells Fargo thinks the market is bottoming out. Further, Wells Fargo has been one of the most repsonsible lenders throught this whole crisis and I don't think your description of them as "...realizing that housing markets have declined!" is accurate. They have realized the situation a lot longer then the other major banks. There's a reason their the only one with AAA rating.

Dislaimer: red5 owns shares in WFC

Microsoft's Capital Allocation Strategy is Highly Suspect

Just as investors speculate rather than invest, corporations do the same. They're looking for the big "synergy" or big payoff. Sometimes it hits IE EMC bought VMWare for around 600 million and it now has a market cap in the tens of billions. But for each VMWare there must be dozens flops yet the corporations still can't resists the prospects for quick growth or a stellar return. Most of them are clearly not statisticians.

Looking at Kong Zhong Through Warren Buffett's Lens

"mainly because of new regulations"

The level of regulation, if it's too "high", should also be listed in the section for reasons Buffet would not invest.