Market Commentary
Are Apple bulls exhausted?
I’ve written extensively about Apple this past year. And, not without reason. Investing in the stock has been a very fun ride ($89 – $200 in a little over 6 months). The Company whether it be delighting users with new products or frustrating users with its mismanagement of the iPhone app approval process has managed [...]
read more »ALD from value trap to deep value
For those that follow this blog, I once wrote about an asset class known as business development companies, particularly middle-market lending BDCs. These businesses typically concentrate on investing through the financing of middle-market private equity transactions. Over the last year, some have come under pressure as a result of government regulations over BDCs which require [...]
read more »The right approach to UMPC market
I wrote a little while back about the rumored Apple Tablet. At the time I talked about my desire for a product which would truly legitimize the netbook/UMPC category. Apple has done a terrific job differentiating its computing offerings. The majority of computer users start with a laptop for general everyday use and occasional mobility. Power [...]
read more »TCI Economic Forecast 2010
As some members may know, The Curious Investor is a member of the Forbes.com blog network. This week, they’ve organized the bloggers to answer the prompt: What is your economic forecast for 2010? Are there specific economic markers that you find particularly useful and upon which you rely on in making your prediction? From my [...]
read more »Maximize Your Chances of Winning the Lottery
Just a little digression tonight, the Megamillions jackpot is up to $252 million tonight and I thought it’d be fun to do a little quick analysis of your chances of winning. For those that don’t know, the game is played by choosing five numbers from a set of 1 to 56 (without reptition) and then [...]
read more »Microsoft-Yahoo: Long term merger arbitrage?
The market (and internet) is buzzing with talk of the Yahoo!-Microsoft search deal. The deals are pretty simple and somewhat more beneficial than the deal which AOL signed with Google a few years back. Basically, Microsoft will power Yahoo’s search and Yahoo will become the ad platform across both search properties. Yahoo is granting Microsoft [...]
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