Tech Stocks

Don't Do It Google!

I’ve yet to see a successful Internet Roll-Up strategy executed and in my opinion, even a company as brutally successful as Google probably couldn’t pull it off. Watching Barry Diller collect assets like Expedia, Hotels.com and AskJeeves only to start spinning them off in frustration was a cautionary tale for old media execs.  Having witnessed…

Hot Links: Punk Animals

  Stuff I’m Reading this Morning… Ace Fidelity International fund manager sees a multi-year bull market, led by emerging stocks.  (Bloomberg)  Lenny Dykstra sold a bunch of his World Series stuff, the ’86 ring went for 56 grand.  (Dealbreaker) Twelve Juicy Buyout Candidates.  (Clusterstock) A tragedy for family-owned businesses in this recession.  (WSJ) The Fly takes…