Archive for December, 2008
Valero: A valuation almost too good to be true
I probably should have written about this earlier as I picked up a position in Valero a few weeks ago around the $18-$19 range. The valuations presented here are a bit crude (pardon the pun). But, in my opinion, an equity investor ought to be more interested in being directionally correct than being exact when [...]
read more »The men who could replace Steve Jobs
In the final installment of my “What’s going on at Apple?” series (part 1 | part 2), we look forward. Can we Apple investors feel confident that the Company will be in good hands in the event that Steve Jobs decides to step down.
Aside from the seeming correlation between Apple’s success as a company and [...]
The End of Steve Jobs ™
In part II of my “What’s going on at Apple?” mini-series, I’m wondering what the move to end the decade long tradition of the Stevenote speech at Macworld means to Apple and its ongoing strategy. While Apple always has its own developers conference and events for the iPhone and iPod product lines as well as [...]
read more »What’s going on at Apple? (Part I)
As everyone knows by now, Apple is pulling out of MacWorld Expo after this year. More importantly, Steve Jobs won’t be delivering his annual keynote speech. Instead, Philip Schiller, Apple’s senior vice president of Worldwide Product Marketing, will deliver the keynote address. Following a year of rampant speculation on Steve Jobs’ health, it is quite [...]
read more »Apologies for Downtime
I truly apologize to those who visited The Curious Investor today and were not able to make a connection. There was a rather scary outage at my usually good host. In fact, according to their blog, there seems to be some customers who may have lost their whole websites. It’s a real wake up call [...]
read more »Afraid you missed the bottom?
Well, the market has rallied quite hard for the last two weeks. And, many who have been sitting on the sidelines waiting for an all-clear signal might be feeling a bit anxious. Heck, how can you not be worried when stock blogs like Tech Ticker are publishing stories like, “Admit It. You’re worried you missed the [...]
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