Archive for January, 2010

• Congrats Roger Ehrenberg on 'Big Data'
  Posted by Howard on January 29th, 2010 at 11:48 am, Comments: 1 comment

  One of my best friends and mentors has launched his own Venture Fund around ‘Big Data’ . I warm called Roger Ehrenberg in 2005 as [...]

• What's Hot: Netflix NFLX
  Posted by Howard on January 29th, 2010 at 6:19 am, Comments: 4 comments

  It is hard for me to own Netflix $NFLX because I don’t use the product. I am quickly becoming a minority and now the stock [...]

• Overheard on StockTwits: Binary Earnings
  Posted by Howard on January 28th, 2010 at 10:25 am, Comments: 6 comments

  Now that the $AAPL iPad talk has died down StockTwits has shifted its focus back to the market and to Earnings Season.  Some companies have [...]

• Herb Greenberg…Newspapers, TheStreet.com and Independent Research
  Posted by Howard on January 28th, 2010 at 8:06 am, Comments: 14 comments

  I have become friendly with Herb Greenberg since I started Wallstrip.  I found out he watched the show and liked it and we started chatting [...]

• What's Hot: Accenture ACN
  Posted by Howard on January 28th, 2010 at 5:58 am, Comments: No comments yet

  Even Tiger Woods has not slowed Accenture down. If you can’t do…consult.  If you consult, do a rollup and go public. What seems too high [...]

• Overheard on StockTwits: The $AAPL iPad Before and After
  Posted by Howard on January 27th, 2010 at 1:48 pm, Comments: 1 comment

  If you haven’t already heard, $AAPL announced the iPad today, a new tablet device that looks like a huge iPhone. The StockTwits stream has been [...]

• What's Hot: Buffalo Wild Wings BWLD
  Posted by Howard on January 27th, 2010 at 7:42 am, Comments: 1 comment

  Yep Wings…Buffalo Wild Wings $BWLD.  Fat freaking country and so this has made sense. The stock is volatile, too volatile for me, but that makes sense [...]

• Greed is Infectious…and Good?
  Posted by Howard on January 26th, 2010 at 10:26 pm, Comments: 21 comments

  NOBODY talks faster than Paul Kedrosky . He writes so well that you can’t be mad at him for too long either. He was one [...]

• Overheard on StockTwits: $AAPL, China, and Wings
  Posted by Howard on January 26th, 2010 at 10:18 am, Comments: 1 comment

  Its been a wild few days, with $AAPL earnings and the recent selloff. Let’s see what the StockTwits stream is talking about: Share on StockTwits

• What's Hot: Rackspace Hosting RAX
  Posted by Howard on January 26th, 2010 at 8:16 am, Comments: 3 comments

  Every smart person says $RAX is overvalued. I say many smart people go broke on that argument. The cloud is the buzz and rax is [...]

• StockTwits TV: Interview with Tadas from Abnormal Returns
  Posted by Howard on January 26th, 2010 at 5:41 am, Comments: 2 comments

  Yesterday I sat down and chatted with Tadas Viskanta of Abnormal Returns.  We talked about the new site, his background, the curation and aggregation tools [...]

• The Absurdity Trend…
  Posted by Howard on January 25th, 2010 at 11:16 pm, Comments: 2 comments

  I saw a commercial on TV tonight from some assanine real estate association talking about the extended first time buyer home credit. They were urging [...]

• The 'Now' Web Comes to Abnormal Returns and StockTwits
  Posted by Howard on January 25th, 2010 at 10:58 am, Comments: 19 comments

  First off, Tadas, the founder of Abnormal Returns, will be live with me at 5 pst on Stocktwits.TV to talk about his passion for this [...]

• Apple Tablet Overdose… $AAPL
  Posted by Howard on January 24th, 2010 at 10:05 pm, Comments: 34 comments

  I finally am thinking that the future is priced into Apple $aapl…the stock. With the Apple Tablet, the world and it’s bloggers are ALL truly [...]

• The Mindless Behind The Meltdown…
  Posted by Howard on January 24th, 2010 at 12:11 am, Comments: 6 comments

  We are all collectively to blame for the market meltdown of 2007-2009. The Wall Street Journal has figured out NOT that the quants were behind [...]