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.
A contest! Who doesn’t love a contest?
This week my friend Charles Kirk conducted a wide-ranging interview with value investor Vitaliy Katsenelson (ContrarianEdge)
Google’s “Don’t Be Evil” ethos has served it well over the years but maybe now the company is too big…
Guest Post by JC Parets of All Star Charts
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…
EMC is up 52% over the last year while almost no one is paying attention.
Your morning financial links – what better way to start the day?