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Is Putin short tech stocks?
On February 27th the Russian flag was raised over the Crimean parliament building. As American and European leaders expressed deep concern, the financial markets stepped in to assume the role of the...
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The Great Tech Correction of 2014
It’s over. The Great Tech Correction of 2014 has run its course. It’s time to invest in secular growth companies. It’s time for optimism to return. My first post, Is Putin short tech stocks?, noted...
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Whither Twitter?
The controversy surrounding Twitter stock centers on user engagement and growth in monthly active users; clearly those metrics have disappointed. Yet advertisers flock to Twitter – ad revenue grew 125%...
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Tesla – Let’s Do Elon’s Math
Every day I hear from the Tesla skeptics. Model S demand has already peaked in the U.S. where state franchise laws limit distribution; only international sales are growing. The car is too expensive...
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We Play Hockey, They Play Golf
The revival of the venture capital industry coupled with the propensity for companies to delay their IPOs in a post-Sarbanes-Oxley world has led to outsized private market valuations for outstanding...
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