Stuff I’m Reading this Morning… Bubble Up! G-20 stimulus doing it’s thang…everything up overnight. (Bloomberg) NBC and Comcast sittin’ in a tree, K.I.S.S.I.N.G. (NYT) Rupert Murdoch versus The Internet. Good luck, guy. (BoingBoing) Wells Fargo: Escape from the TARP. (DealBook) Germany celebrates a Wall-less 20 years. (WSJ) Wilbur Ross on the next disaster: Commercial RE. …
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: Warren G, Bill Clinton & the Facebook IPO
Hot Links for Weekend Reading… What agreements and tangible progress came out of the G-20? More than you think. (DealBook) News to me! Those who are dying to get in on the Facebook IPO have an extremely early and expensive option. (Clusterstock) Talking capitalism and entrepreneurship with Bill Clinton and friends. (Forbes) Gangsta Rap legend…
Hot Links: Facebook's Ticker, HP's Earnings & Coke's Milk
Stuff I’m Reading this Morning… Way overdue: Howard Lindzon decides to assign stock ticker symbols to Twitter and Facebook. (HowardLindzon) Hey anarchists, the US government is starting to turn a profit on the chaos loans. (NYT) Mutual Funds blowing out shares of consumer spending plays, retailers etc. (Bloomberg) Pretty provocative stuff for Newsweek: Is The…
More Hot Links: Sarah Palin, Bill Gates & Comic Con 2009
More Hot Links for Weekend Reading… Revenge of the debtors…the revolt of the indebted begins. (NYT) A few ways to look at whether or not the market is cheap right now. (PragCap) So the Fed has set up an “Investor Advisory Council”, chances are you’re not invited. (Jesse’s Cafe Americain) The shorts are capitulating. (Bloomberg)…
Who's Ready to Start Picking Stocks Again?
Over the long holiday weekend, I was asked the same question in different settings by friends, neighbors and family members again and again. “Is the market going to go up or back down from here?” Don’t get me wrong, it’s a nice change of pace from the big question from January and February, “Why would…
Mark Reiboldt on the Next Wave of Innovation
I’m new to the fold in terms of reading Mark Reiboldt‘s work on his site Mark to Market, but if this post is any indication of his regular insight and writing style, I’ll be back. Reiboldt put up a piece on why life sciences and health tech will be the next big wave of innovation and value…
Facebook Suckers in More "Investment" Cash
Is Facebook worth anywhere near $10 billion? Nope! Not even half. They could go public tonight and possibly raise that much, but that valuation would only be temporary. Never mind that, a Russian company was the latest to get rooked by the social media hype machine… From Bloomberg: Facebook Inc., the world’s largest social-networking service, said it…
