Tag Archives: NOK

A $RIMM BB10 Trade

Posted on January 16, 2013 by

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 since, to a … Continue reading →

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Mobile Wars

Posted on November 7, 2012 by

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 software in their products. They … 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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iPhone 5: Apple’s inflection point

Posted on September 21, 2012 by

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. The sales of the iPhone … Continue reading →

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