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  • Final 2013 Country Stock Market Performance Numbers [View article]
    If you include inflation, returns for BRIC countries will be dramatically worse.
    Jan 1 12:16 PM | Likes Like |Link to Comment
  • Google Is Way Overpriced, Trading At 51 Times Forward Free Cash Flow [View article]
    Come on, if GOOG is overvalued, then what about AMZN, FB, LNKD, TWTR, YELP?
    Dec 31 02:57 PM | Likes Like |Link to Comment
  • 3 Potential Threats This Tech Giant Is Facing [View article]
    All laughable assertions.

    If Microsoft couldn't overtake Google in search when it controlled the OS, the browser, and had gazillions more dollars, what's its chance now that Google controls the OS, the browser, and the device?

    As for user trusts, I just need to remind everyone that Microsoft is FAR MORE COMPLIANT with governments than Google. Microsoft complied in 93% with governments' requests, compared to 71% by Google.

    If I'm doing something secret online, I would be far more worried about Microsoft selling me out than Google.
    Dec 31 02:53 PM | Likes Like |Link to Comment
  • IBM falls as Druckenmiller makes short case [View news story]
    Both are correct, but they differ in time frames.

    Buffett wrote way back in BRK's 2011 AR that the more IBM falls, the happier he will be.

    So it's shaping up to become a win-win situation.
    Nov 23 06:53 PM | Likes Like |Link to Comment
  • Insiders Are Selling Google [View article]
    Google insiders have been selling heavily since it was 200.

    Reed Hasting of Netflix has been selling since it was 15.

    Bill Gates has been selling MSFT for over 20 years.

    Jeff Bezos has been selling AMZN for over a decade.

    Tech execs selling company stock are not meaningful.
    Nov 12 06:04 PM | Likes Like |Link to Comment
  • Insiders Are Selling Apple [View article]
    Well, Steve Jobs sold half of his AAPL stakes at 60 in July 2006.
    Nov 10 12:08 PM | Likes Like |Link to Comment
  • U.S. Stocks Not In A Bubble; I'll Tell You What Is, Though [View article]
    Margin debts were steadily making new highs during the great bull markets of mid 80s and late 90s.

    Those who freak out at margin debt making new highs would certainly have sold in early 1983 or late 1995.
    Nov 10 12:06 PM | Likes Like |Link to Comment
  • Market Irrationality Or Pricing Perfection: Apple, Google And Amazon [View article]
    I hate to bash, but this is Yahoo Finance elementary level fundamental analysis.

    You didn't even get Apple's cash level right.
    Nov 2 08:13 PM | Likes Like |Link to Comment
  • QE Will Never End With The Continuing Soft Data [View article]
    Total Bull!

    Capital has done extremely well under Obama!

    If you bother to look at history, the three worst economic and stock market disasters during the past 100 years all happened under Republican administrations: Hoover, Nixon, and Bush 2.
    Nov 2 08:11 PM | 3 Likes Like |Link to Comment
  • Observations From My Trip To China [View article]
    The biggest thing for China is its people, and biggest thing against China is its bureaucrats.
    Nov 2 06:54 PM | 1 Like Like |Link to Comment
  • Berkshire Hathaway reports Q3 results, book value rises 11% [View news story]
    Well, Warren is 83.
    Nov 2 06:51 PM | 1 Like Like |Link to Comment
  • BAML: "It's getting frothy, man!" [View news story]
    Nov 1 02:06 PM | 1 Like Like |Link to Comment
  • Inferring Market Expectation From Google's $1,000 Stock Price [View article]
    The more iPhones are sold, the more money Google makes.
    Oct 27 03:04 PM | Likes Like |Link to Comment
  • Microsoft's Powerful Plans Spell Major Gains For Investors [View article]
    LOL, another cut&paste from Microsoft PR presentations!
    Oct 24 12:49 AM | 2 Likes Like |Link to Comment
  • Sink Or Swim? Apple's Q1 Guidance Will Tell The Tale [View article]
    AAPL will go to 700 and MSFT will crater.
    Oct 22 07:55 PM | 2 Likes Like |Link to Comment