Archive for January, 2011
-
Apple Crushing Competition In Hardware Sales and Profits
Posted by Leigh Drogen on January 31st, 2011 at 7:37 pm, Comments: 0Yes, yes….yes…yes..yesyesyesyesyes, the Android operating system has caught up to the Apple iOS. It will take much larger market share from here. This is not really debatable. But those who believe operating system market share loss means Apple is losing its footing in the mobile race are so completely wrong. We can talk all day [...]
-
Singapore Trending
Posted by Leigh Drogen on January 30th, 2011 at 3:39 pm, Comments: 0Trends are found in all shapes, sizes, and types. There’s a major trend going on right now in Singapore. I don’t mean Singapore’s stock market, I mean just Singapore. Over the last few weeks I am increasingly reading, hearing, and seeing everything Singapore. I’m going to be honest, I know little about the country. I [...]
-
You Must View The Situation In Egypt Through The Military Lens
Posted by Leigh Drogen on January 28th, 2011 at 8:26 pm, Comments: 0I’m on my way down to Charlotte today for the Market Technicians Association meeting taking place this weekend, but my flight is severely delayed. No matter, I have my laptop and 4G wireless card (hey look at that it actually works!), so I’ve got a few minutes to write. Without getting into the deep philosophical underpinnings of [...]
-
Group Buying Is A Revolution, Not a Bubble
Posted by Leigh Drogen on January 27th, 2011 at 12:55 am, Comments: 0They’re all coming out of the woodwork now. From Priceline, to Travelzoo, OpenTable, and now even Facebook, the group buying revolution is on like donkeykong. Everyone wants a piece, and they will all get one. The list of Groupon clones is long and distinguished, there is even an aggregator of all these daily e-mails, Yipit. Some [...]
-
Steve Jobs Means More To Apple Than Just Its Products
Posted by Leigh Drogen on January 20th, 2011 at 4:37 pm, Comments: 0Steve Jobs has once again taken a leave of absence from Apple to deal with his health issues, or so we believe. Over the past few weeks while the stock has soared, I’ve asked the question on the stream, “what happens if Jobs kicks the bucket.” That question has been met with answers ranging from, [...]
-
Analysts Are Not Offering Enough Value
Posted by Leigh Drogen on January 19th, 2011 at 11:18 pm, Comments: 0There has been a steady drum beat of articles over the past two days talking about the fact that independent traders and financial bloggers took the mainstream Wall Street analysts to town when it came to predicting this quarter’s Apple earnings. Bloomberg wrote a pretty lengthy article (for them) today looking at a few. Fine, [...]
-
Stocks Meet Sports: Under Armour
Posted by Leigh Drogen on January 19th, 2011 at 7:37 pm, Comments: 0This post was origionaly published on 1/17/11 at The Post Game. It is the first post in my bi-weekly column which looks at the connection between stocks and sports. Update 2/4/11: The chart says it all, Under Armour firing on all cylinders, the Lululemon guidance raise a few weeks ago was the tell, specialty retail [...]
-
Stocks Meet Sports
Posted by Leigh Drogen on January 17th, 2011 at 11:54 pm, Comments: 0As you all know, I am a monster sports fan, specifically a religious New York Rangers fan. So when Eric Adelson, an editor at Yahoo Sports and an active StockTwits user contacted me about possibly writing for their new daily online sports newspaper, I was obviously off the wall excited. Say what you want about [...]
-
Shared Experience
Posted by Leigh Drogen on January 17th, 2011 at 12:19 am, Comments: 0I’ve written about shared experience often here, and it’s really becoming a huge theme for me. From vacations, to social media, to trading and the way we buy things, people make people people’s experiences richer and more rewarding. I love this sketch because it’s so incredibly simple yet powerful. Carl Richards from Behavior Gap draws [...]
-
Inside The Financial App Store: People Over Products
Posted by Leigh Drogen on January 15th, 2011 at 11:17 pm, Comments: 0I’ve been doing a good deal of thinking around what a financial app store should look like. What products belong, which don’t, and what the mix looks like. We’re building a very interesting platform at StockTwits, in that traders and investors are living here all day, not just stopping by for a few seconds to [...]
-
Leigh Drogen is the founder and chief investment officer of Surfview Capital, LLC, a New York based investment management firm employing an intermediate term long/short momentum strategy. More »
-
-
Recent Posts
- All The Hedge Fund Bashing
- ChartIQ Price Horizon Powered By Estimize
- Most People Don’t Have A Passion
- This Is Why Your FinTech Hackathon Sucks
- Here’s How Buy Side Analysts Really Generate Their Earnings Estimates
- Why Surfing Should Be Declared A Religion
- Bloomberg and Estimize
- Winter Earnings Season Estimize Stats and Winners
- Why Governments Should Be Terrified Of Bitcoin
- We Are The Dick Pic Generation
-
Archives
- May 2013
- April 2013
- March 2013
- February 2013
- January 2013
- December 2012
- November 2012
- October 2012
- September 2012
- August 2012
- July 2012
- June 2012
- May 2012
- April 2012
- March 2012
- February 2012
- January 2012
- December 2011
- November 2011
- October 2011
- September 2011
- August 2011
- July 2011
- June 2011
- May 2011
- April 2011
- March 2011
- February 2011
- January 2011
- December 2010
- November 2010
- October 2010
- September 2010
- August 2010
- July 2010
- June 2010