From: July 2008

Deep Market Thoughts…Death to CNBC

This bear market will likely put an end to some CNBC regulars. When a new bull market emerges (there are hints of potential in Biotech land), it will have plenty of new names and plenty of new faces talking about the new names on CNBC. In the meantime, the shitpile network is going to cost …

Solera Holdings (SLH) on Wallstrip

It’s not a solar company so it’s trend has nothing to do with alternative energy. It’s a boring, simple business. It has revenues and profits and the bear market has barely made a dent (so far) in their business. Julie takes a look at this impressive niche insurance business Solera Holdings (SLH) on today’s Wallstrip …

Steve Job's Sick? Old News Now

Back on June 10th , I felt the Steve Job’s is sick news was being covered rather lightly after his appearance. Now, the New York Times is on the bandwagon (July 26th), that’s bullish, and they are dragging Mr. Jobs through the media coals. The news may still make you money, but I think the …

GolfNow.com to Comcast…Happy Days

I used to blog about my love of golf and my investment in Golfnow.com all the time. I so love internet yield management businesses . It was my Golfnow investment, despite it’s revenue and profitability focused model, that got me knee deep in web 2.0 thinking :) . Brett and Frank let me build out …

Stocktwits Update

The combo of Stock Conversation using Twitter, a $ sign, Tumblr.com and RSS is really getting interesting for us at Stocktwits.com . It is now possible to subscribe to an rss feed for a particular stock or stocktwits user by using the tagging functionality of the stocktwits stream. Stock Tagging By clicking the links next …