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The headlines read like something out of a case study of runaway success in technology business strategies in a Hal Varian text book. I use Varian’s, now a big shot at Google, seminal book, Information Rules, in my class, and this App Revolution is the kind of thing I’
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And there’s the market’s intraday fade that I was talking about in the post last night about what to expect from the market upon the news of Osama Bin Laden’s death. The morning pop and subsequent reversal weren’t nearly as dramatic as they were the Monday
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It was December 13, 2003, and I was still a wet-behind-the-ears hedge fund manager, just into my fourteenth month in business, when the news that the US had captured Saddam Hussein hit. It was a weekend and the markets weren’t closed, but my cell phone was going crazy with
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Lots of big moves in a lot of our stocks lately, though today we gave a little bit back to the trading gods. And with that, I’m going to call it a week, but I want to ask one thingof you dear subscribers, as our readership base is growing
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I’m pretty sure there hasn’t been a bigger bull on the app/smartphone/tablet/cloud stocks than yours truly. I’ve literally jumped up and down on national TV with Whoopi Goldberg telling her to buy app stocks. And when I quit my TV job and started getting
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A few months ago I wrote an article called “49 app stocks that should go up huge and one that won’t” and the whole article was about how I thought Research-in-Motion was doomed despite being so seemingly well-positioned to benefit from the fastest growing sector in the history of
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We are probably now more than halfway through with the earnings season, though next week will bring another barrage and there are a few laggard reporting schedules after that too. Here’s the earnings dates for all our positions: * aapl – Already Reported on Apr 20th * adtn – Already Reported on Apr
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It’s a flattish open, but the story of the day is the 15% drop, the crushing of RIMM. I’ve kept us out of RIMM and even had it as a short position in the Revolution Investing model portfolio last year before I started trading again where we rode
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From 2005 to 2007 and for the first year of my show on Fox from late 2007 into 2008, I used to say one thing about real estate as an asset class whenever it came up, “There’s never been a better time to sell real estate than right now.
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I bought some Visteon Corp common stock because it’s a new purchase, but that’s about it for today.
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More on the Cloud Revolution that we are investing in from yours truly: I’ve long touted the App Revolution as being the single biggest market in the history of the planet and even published a book called 50 Stocks for the App Revolution. In the four months since I
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Live Nation, one of our shorts, got an upgrade today: Live Nation upgraded by Stifel Nicolaus Briefing.com(Thu 8:02AM EDT) The stock is up nearly 3% this morning. Remember when Riverbed was down 5% one day and I said we needed to let it “settle” first. We subsequently
