Archive for April, 2011

  • The One Thing Wall Street Analysts Are Scared Of Most
    Posted by on April 25th, 2011 at 2:32 pm, Comments: 0

    What is the biggest fear of a Wall Street analyst? Losing their job. Because of this, the regime of analysts estimates is broken, so broken in fact that that last week’s Apple earnings was a 23 standard deviation event for the average professional estimate on Wall Street, 23!  You have to wonder how supposedly the [...]

  • Facebook Is Becoming The Internet For Idiots
    Posted by on April 25th, 2011 at 2:24 am, Comments: 0

    Does everyone remember AOL from the 90′s?  It was, for the lack of a better term, the internet for idiots.  Instead of letting people roam free throughout what was a rather unmarked path of the internet, AOL put up some walls and organized content decently.  And it worked, because the internet was new to so [...]

  • Top 10 Things Apple Should Do With Its Cash Horde
    Posted by on April 21st, 2011 at 6:49 pm, Comments: 0

    Apple now has $70/share in cash, more than 65 billion dollars in cash and equivalents. Every day that Apple lets that cash sit under a mattress, or in low yield securities, it loses value do to the imploding US dollar. So, let’s take a look at some of the things that Apple should do with [...]

  • Milky Way Time Lapse
    Posted by on April 19th, 2011 at 8:01 pm, Comments: 0

    The Mountain from Terje Sorgjerd on Vimeo.

  • Zipcar is a Theme Investment
    Posted by on April 14th, 2011 at 3:53 pm, Comments: 0

    Congrats to Zipcar for a very successful IPO, shares are trading more than 70% above the offering price today.  I hear very little applause out there though, most people don’t quite understand why a 10 year old company that isn’t profitable is acting like this.  Let me take a whack at an explaination. Without getting too [...]

  • Location Is Not About Checking In
    Posted by on April 11th, 2011 at 5:27 am, Comments: 0

    Update 4/17/11 I came across a great article in my Twitter stream today from Read Write Web talking about how check ins per user are declining rapidly.  This is definitely a piece worth reading if you want to understand where location is going.  If you haven’t already, read the piece I’ve written below, then come [...]