Archive for the 'Company Analysis' Category


Internet Strategy (3/3): MS/Y!/Google

Saturday, February 9th, 2008

We’ve gone over the three major business models as well as the three major methods of monetization on the internet today. Interestingly enough, I feel that the Microsoft, Yahoo, and Google battle over internet supremacy is a perfect illustration of the multiple approaches I described about the internet. In fact, it surprises me that the […]

Internet Strategy (2/3): Business Models

Thursday, February 7th, 2008

Alright, one more post in this little series that bloomed from the Microsoft-Yahoo proposition. While these posts don’t directly deal with stocks, maybe they will help with how you view internet companies and investments in them. Today, I’ll start with the first post of three that I intend to write. I’m no business guru, but […]

The Future of the Internet

Monday, February 4th, 2008

Forgive me for straying a bit from the usual very stock investing centric topics on this site and spending a bit more time thinking about the proposed Microsoft-Yahoo merger. (Or, possibly the rekindled Yahoo/Google partnership.) As a Google shareholder, web development enthusiast, and an engineering student, any proposed shakeup of the Internet is very interesting […]

A Terrific Technical Analysis Article

Wednesday, June 27th, 2007

I came across this article today, An Unsettling Chart Pattern May Be Taking Shape and thought it’d be great to share. It echoes my allusion to the potential for a stock market correction in the near future as mentioned in my post on getting ready to trade PJC but with more of a solid explanation. […]

Share Buybacks and Shareholder Value

Wednesday, June 6th, 2007

I just read a very good article on the use of share buybacks by companies in order to boost earnings per share and as a result bring value to shareholders. Check out PeridotCapitalist.com’s Chad Brand’s piece on Share Buybacks.
In the blog post, he is refuting the critics of AutoZone’s (AZO) current reliance on share buybacks […]

A Look at Southwest

Wednesday, May 23rd, 2007

I realized after posting yesterday that the move to get out of Cosi might seem rather odd without a corresponding move to get out of Southwest Airlines in my other portfolio given that both have performed so poorly. As such, I thought it’d be a good time to get some thoughts down about Southwest Airlines […]


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