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$MSFT
Wintel Shmintel
Microsoft’s “cheapness” is the White Whale that compels all value investors to follow it out to sea, like crazed Captain Ahabs wielding DCF calculations.
Contest: Name Nokia's New Phone!
A contest! Who doesn’t love a contest?
Welcome to My World
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Vitaliy Katsenelson on Where He's Finding Value
This week my friend Charles Kirk conducted a wide-ranging interview with value investor Vitaliy Katsenelson (ContrarianEdge)
Google Joins the Dark Side
Google’s “Don’t Be Evil” ethos has served it well over the years but maybe now the company is too big…
Why Charts?
Guest Post by JC Parets of All Star Charts
Smartphone Wars: June Scorecard
The latest mobile usage and market share data from comScore is out and with it we get a snapshot of who’s up and who’s down platform-wise…
RUN-EMC
EMC is up 52% over the last year while almost no one is paying attention.
Hot Links: Copper Shenanigans
Your morning financial links – what better way to start the day?