Author Archive for miked
Hey Ma, I’m on The Reformed Broker Blog
Yesterday I noticed that I was getting more new Twitter followers than normal. Usually if I nail a blog post or tweet something really interesting, I will notice an influx of new followers. However, on yesterday, nothing provoking from moi hit the wire. I was certain that my sarcastic tweet about Google Plus hitting 750M [...]
How Social Media Has Influenced My Investing Process: Starring Michael Saylor and a Model Named Talis
Investing without leveraging Social Media is like fighting with both hands tied behind your back. Maybe you can head butt someone to death, but why make it so hard on yourself? A few months ago I penned an article called, “Where Social, Mobile and the Cloud Meet.” I talked about how important it’s becoming for [...]
Apple or Google: The Race to $600 per Share
I know. I know. I know. Apple reaching $600 before Google sounds absurd. Google which closed at $532.25 / share on Friday only needs to appreciate 12.7% to hit $600, while Apple at 360.25 /share would need to increase 66.5%. As crazy as it sounds, if Apple outperforms Google at the same rate as last [...]
Does Motorola Benefit from Google Blundering the Nortel Patents?
When Eric Schmidt stepped down as CEO of Google he said that adult supervision was no longer needed. Its founders Larry Page and Sergey Brin where well prepared to run the show. Based on this past week’s bidding for Nortel’s patent portfolio, the jury may still be out on that pronouncement. CNN Money sums it [...]
The StockTwits Edge – Destination Best Sellers List
Since it always seems as though time is a premium, I very rarely read Financial books from beginning to end. I jump around based on interest. As I began planning my attack for “The StockTwits Edge,” I browsed the table of contents. Chapter 1 is “Find Trends, Ride Them and Get Off” by Howard Lindzon. According to Howard, [...]
RIMM is Done – Who’s Next?
Friday was a terrible day for Research in Motion’s (RIMM) shareholders and employees. The stock’s 21% pummeling was the culmination of a series of bad management decisions that date back to first time the word iPhone was uttered in January of 2007. RIMM’s management snickered at the announcement. After all, RIMM was king of the [...]
The Market Wanted iPhone 5 and It Got iCloud
The stock market yawned at Apple’s iCloud announcement last week. On the week, the stock was down -5.1% vs. -2.2% for the market. In hindsight, I believe that Apple would have sold off regardless of the news. The market has been in a funk in respect to the company all year. Concerns over Steve Jobs [...]
What’s Up with NXP Semiconductor?
Near Field Communications (NFC) has been the topic de jour in mobile for the past year. According to the NFC forum – NFC makes life easier and more convenient for consumers around the world by making it simpler to make transactions, exchange digital content, and connect electronic devices with a touch. NXP Semiconductor co-invented the [...]
8 Ballers of Mobile Update: SINA Gets “de-balled”
Recall that the 8 Ballers of Mobile is a Long Term strategy designed to profit from technologies driving the next generation of computing – Mobile, Social and the Cloud. Unfortunately, at times, all long term strategies are subject to some uncomfortable levels of volatility and this strategy has endured its fair share since the end [...]
8 Ballers of Mobile Portfolio Update 5/22/11
The 8 Ballers of Mobile is a Long Term strategy designed to profit from technologies driving the next generation of computing – Mobile, Social and the Cloud. Based on analysis of previous computing eras, I have concluded that the next 4-5 years will be the optimal time to maximize profits from this trend. To capture [...]
