Search Results
Dell getting desperate
Dell unveiled their new ultraslim, the Adamo, a few days ago. The new laptop is a 13.4 inch “luxury” portable featuring no optical drive, a long life sealed-in battery, edge-to-edge glass screen, and a solid state hard drive comes at the very affordable starting price of $1999. Does this sound familiar? A MacBook Air, perhaps? [...]
Bloomberg + The Curious Investor = Success
The Curious Investor made its first main stream media appearance today. Bloomberg news recently published a new article by Joseph Galante on the recent drama surrounding Steve Jobs and Apple featuring commentary by The Curious Investor. It’s an in depth article on how investors reacted to Steve Jobs’ health problems in 2004 and how they are [...]
Looking past accounting tomfoolery
We hear it all the time, “Businesses are worth the net present value of future cash flows.” Usually a statement like this is followed by someone whipping out some convoluted discounted cash flow model. These models are usually based on free cash flow which is nearly always significantly different from the earnings or net income number reported [...]
Technical Analysis for Fundamental Investors
I haven’t written about technical analysis in a long time. Given my shift away from trading and technical analysis to a more long term value focus, it’s probably to be expected. But, I realize that a lot of investors out there have their interest piqued by technical analysis and hope to incorporate it in their [...]
The value of Steve Jobs per share
I wrote earlier today about why I believe Apple will be fine despite Steve Jobs’ surprise leave of absence. And, overall, it seems investors agree (at least at current market value) with the stock falling just 2% after trading down nearly 7% in after-markets the night before. Despite this, I’ve noticed many fear mongers out [...]
Apple will be fine!
Steve Jobs’ after hours announcement of his medical leave of absence was unexpected. Shareholders are now forced to confront a Jobs-less Apple much earlier than anyone anticipated. The prospect is worrisome and it calls into question how forthright the Jobs and Apple have been about a succession plan and his likelihood of continued involvement at [...]
