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Is RIMM cheap enough?
RIMM has been the epitome of a Value Trap. It will undoubtedly become a great business school case study. If you have been following me on twitter, you would know that i have been bearish on RIMM for...
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iPhone 5: Apple’s inflection point
The more I read about Apple’s (AAPL) new iPhone 5, the more convinced I become, that for investors, this product will decide the direction of AAPL’s next 300 points. This isn’t about a single product....
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$RIMM’s Working Capital
Back in July, I blogged about the $RIMM’s risk-reward becoming more favorable – “Is RIMM cheap enough?”. The stock is up ~15% since. Today’s press release however (while true) is straight-up...
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$ZNGA Long Thesis
There are investments that I make which I’ll focus primarily on the probability of success. Even if the “reward” – if correct – isn’t that high, because the odds of succeeding are, the expected return...
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Mobile Wars
When it comes to Mobile OS (operating system) strategies, $AAPL & $GOOG are on two extreme sides of the spectrum. $AAPL’s iOS is a closed ecosystem. They do not allow other companies to use their...
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Follow Up On 2012′s Posts
As we turn to 2013, I wanted to thank all my Blog readers & visitors. Below is a brief follow up on my first 39 posts. It’s not Facebook! It’s the IPO Market! - Looking forward to 2013, I hope...
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A $RIMM BB10 Trade
I wrote about $RIMM when it was trading at $7.50 – Is RIMM cheap enough? – and opined that the stock had another $1.25 in downside. The stocked bottomed two months later at $6.22 and has over doubled...
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