Adding 2 Names To The Stocks I Follow ($SEND, $SFIX)
Exciting times these days as a few new companies went public in recent weeks. While these are not the big ones that I’ve been looking forward to (Uber, Airbnb, Lyft…
Updating The Stocks I Follow ($BKNG, $DBX, $SPOT)
Good morning, it has been a long time but I’m happy to be back with hopefully a lot more on the road ahead. For today, I wanted to update the…
Updating The Stocks I Follow ($BKNG, $DBX, $SPOT)
Good morning, it has been a long time but I’m happy to be back with hopefully a lot more on the road ahead. For today, I wanted to update the…
Apple ($AAPL) Remains A Screaming Buy
One of the key metrics/charts that I always look at when trying to judge Apple is the distribution of revenues for the company. Analyst Horace Dediu (a must follow @Asymco)…
Facebook ($FB) Crushing Google ($GOOG) – Is Zuck Just Getting Started?
A couple of weeks ago, I updated this blog with my latest thoughts about the ecosystem play. I followed that up with a more detailed analysis of Apple (AAPL) and…