Monthly Archives: October 2012

Pandora: Damned if they do, damned if they don’t.

Posted on October 26, 2012 by

I don’t think $P’s business model works. Their costs continue to grow at a faster pace than their revenues. This is especially true in regards to their content acquisition costs, as you can clearly see in this spreadsheet. It’s going to be … Continue reading →

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$MSFT $INTC Pairs Trade

Posted on October 10, 2012 by

If I had to bet the future direction of “dinosaur tech”, I would guess lower. Tablets & smartphones have been and will continue to cannibalize PCs. It’s very hard to dispute this fact. Winners & losers have been clear. Look at $AAPL, … Continue reading →

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$ZNGA Long Thesis

Posted on October 5, 2012 by

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 is there. A high-grade Bond … Continue reading →

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Why I use Twitter

Posted on October 3, 2012 by

The only letters needed for this post —> #FF… Please note the dates & how straightforward the thesis was laid out by one of the most value-add people on twitter — @firstadopter 3 of the smartest biotech guys I know … Continue reading →

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