In case you had any doubt, RIMM is still truly dead, as I have been had the unfortunate job of predicting to much hatred and chagrin from RIMM longs over the last couple years. I don’t know what else to say. I’ve been writing variations of this “RIMM is dead” theme for a year (see […]
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Let’s look at some Cloud Revolution char…
Let’s look at some Cloud Revolution charts and behold the mindblowing growth of the fastest growing subsector (cloud revolution) of the fastest growing marketplace in the history of the planet (the app/smartphone/tablet/cloud revolution). First off, how about the explosive growth in the movement to storing on the cloud what we used to store on our […]
Let’s analyze the price Microsoft paid f…
Let’s analyze the price Microsoft paid for Skype, the reason why Microsoft bought Skype and how we should trade our Microsoft now. First off, let’s talk price. $8.5 billion is a lot of money and as a Softee shareholder, I do wish they’d only paid the $7 billion plus as was originally reported by the […]
The headlines read like something out of…
The headlines read like something out of a case study of runaway success in technology business strategies in a Hal Varian text book. I use Varian’s, now a big shot at Google, seminal book, Information Rules, in my class, and this App Revolution is the kind of thing I’ll be teaching about in my Revolutionomics […]
A few months ago I wrote an article call…
A few months ago I wrote an article called “49 app stocks that should go up huge and one that won’t” and the whole article was about how I thought Research-in-Motion was doomed despite being so seemingly well-positioned to benefit from the fastest growing sector in the history of business — the app/smartphone/tablet/cloud revolution. The […]
From 2005 to 2007 and for the first year…
From 2005 to 2007 and for the first year of my show on Fox from late 2007 into 2008, I used to say one thing about real estate as an asset class whenever it came up, “There’s never been a better time to sell real estate than right now.” I used to write a weekly […]
More on the Cloud Revolution that we are…
More on the Cloud Revolution that we are investing in from yours truly: I’ve long touted the App Revolution as being the single biggest market in the history of the planet and even published a book called 50 Stocks for the App Revolution. In the four months since I published that book, the stocks in […]
30 Stocks for the Cloud Revolution
Read as PDF: 30 Stocks for the Cloud Revolution Introduction When you stream a movie off Netflix, you’re in the cloud. Do you think you’ll be watching more movies on a DVD, or will you watch them over the Internet with your smartphone, tablet, car dashboard, computer and TV over the next five years? When […]
Why is the market willing to pay a highe…
Why is the market willing to pay a higher multiple for Oracle that it is willing to pay for Research in Motion when Oracle is growing slower than Research in Motion? Oracle grew its topline 29% year over year in the quarterly report they just issued last night and is today trading at a 14x P/E ratio. […]
10 Undiscovered Stocks for the App Revolution
Read as PDF: Ten Undiscovered Stocks for the App Revolution It’s still very early in this remarkable cycle of technological change that we’re just starting and which I call the App Revolution. I’ve been telling you dear readers about how this will be the first market in the history of the planet to reach a […]
14 Stocks That Should Double in 2011 (and 6 That Should Collapse)
Read as PDF: 14 Stocks that should Double in 2011 (and 6 That Should Collapse) Fourteen underestimated stocks positioned for huge growth for the next couple years. Six stocks with rich valuations and economic shifts catalyzing collapse and much lower prices in 2011 and beyond. Let’s cut to the chase — you need great stocks […]
50 Stocks for the App Revolution
Read as PDF: 50 Stocks for the App Revolution In “50 Stocks for the App Revolution”, we attempt to identify 50 of the companies most widely exposed to the app and smartphone revolutions. We break the universe of app stocks into eight categories, though obviously some gray areas exist – is Nokia a platform builder […]