PenName Dave

Berkshire Hathaway Stock Portfolio: At Risk of Resembling an Index Fund?

Silly title... risk of becoming an index fund?

Whats the risk? Index funds outperform money managers 80% of the time.

Electronic Arts Will Lead the Gaming Industry When the Time Comes

Blizzard is the best game company in the world by far... and they are part of ATVI now.

Re-occurring monthly revenue from WoW gives them a huge advantage over all other gaming companies that reply on lumpy revenues from software purchases

Ballmer: 'Nobody Gets' the Microsoft-Yahoo Deal

YHOO is just overvalued and while this deal will save them on COGS, in the long run they are giving up a big portion of their value.

Even after the stock drop of the past few days, YHOO is a 20B market cap company. Still a very high number for a company thats not a leader in any of its "spaces".

Bada-Bing! Microsoft's New Search Engine Has Potential to Lead to Advertiser Cha-Ching

Snore... can' believe I got suckered into reading this dribble. Catchy title... but i doubt the epic advancement in right hand side navigation is gonna be a long term game changer