All Entries in the "Featured Articles" Category
The Long Apple Short iKillers Trade is Working
To the dismay of Google and Research in Motion fans, my “Long Apple Short iKillers” trade is working. If you are not familiar with this trade read “How I am Playing the Smartphone Craze” to understand its origins. The thesis of the trade is derived from a quote from the Morgan Stanley Internet Report “New Companies often Win [...]
Four Mules of Mobile
I introduced my “Four Mules of Mobile” on StockTwits TV. These are stocks in the mobile space that IMO you want to avoid. If you have an affinity for the short side – you may want to take a shot. I make my pitch around the 6:10 mark.
Backgrounder:
Morgan Stanly provided a great service to investors [...]
For Investors the SmartPhone War is Over
New smartphones are being released everyday. Sprint just announced the world’s first 4G smartphone (Sprint, HTC Unveil First 4G Smartphone). Nokia, Samsung, Motorola all have new phones released in March (Nokia C5 Unveiled, Samsung Announces Galaxy S Android Smartphone, Motorola and Sprint Announce World’s First Push to Talk Smartphone). Over the next few years these manufacturers [...]
TTaMG Anniversary #4: What It Takes To Be In the 1%?
Who in their right mind would quit a six figure gig to pursue an advocation that only 1% of those that pursue it were successful? Well, today marks the fourth anniversary of the day that I lost my mind. Yes, I miss the whining and dining of customers that I routinely did as a software [...]
An Entrepreneur’s Story: When to Quit Your JOB
The following is my response to comment from a friend – who asked the question
It would prove an interesting story on your thought process over the years to finally waking up one day and deciding to quit. Obviously that’s overly dramatic as no one should quit a job without an idea or better yet much [...]
Forest Whitaker Reminded Me of a Key to Success: A Burning Desire
We all know many people who “talk the talk” and a few that “walk the walk,” but what is it that the separates these two groups of people. I have been thinking about this a lot lately. When I left my job almost a year ago to pursue my dreams as an entrepreneur, trader, financial freedom [...]
