Our Recent Research and Commentary on Marketwatch.com

Here are links to the recent research and commentary we’ve published at MarketWatch.com:

Will Uber remain the “Uber of car-sharing services?

http://www.marketwatch.com/story/will-uber-remain-the-uber-of-car-services-2016-07-22

A video game ETF? Save your hard-earned quarters.

http://www.marketwatch.com/story/a-videogame-etf-save-your-cash-2016-03-30

Three Tech Stocks for Tough Times

http://www.marketwatch.com/story/three-tech-stocks-for-tough-times-2016-02-24?link=MW_TD

Five Wishes for 2016

http://www.marketwatch.com/story/5-investing-world-wishes-for-2016-2015-12-30

Twitter’s biggest problem is…Square, Jack Dorsey’s other company.

http://www.marketwatch.com/story/twitters-biggest-problem-is-square-2015-10-15

Why forward guidance matters…and why it’s worth millions of dollars to the company giving it.

http://www.marketwatch.com/story/why-forward-guidance-matters-2015-09-03

Ferrari’s cars are awesome. Ferrari’s IPO? Keep your eyes on the road

http://www.marketwatch.com/story/slow-down-when-considering-investing-in-the-ferrari-ipo-2015-07-29

Why Groupon (yes, the widely hated and mocked Groupon) has quietly become very interesting:

http://www.marketwatch.com/story/why-were-buying-groupon-2015-06-26

GoPro is ready for its close-up. But the picture may not stay pretty:

http://www.marketwatch.com/story/bringing-gopros-future-into-focus-2015-06-03

Stop talking about the recovery already!:

http://www.marketwatch.com/story/stop-talking-recovery-start-talking-opportunity-2015-05-11

And here are some classics from further back:

Watch out Tesla – Apple’s coming up fast:

http://www.marketwatch.com/story/look-out-tesla-apple-icar-is-on-your-tail-2015-02-19

Is Apple a growth stock? A value stock? Or neither right now?

http://www.marketwatch.com/story/apple-value-stock-growth-stock-or-cult-stock-2013-01-29

3D printing is very exciting, but it will never be a mass consumer market:

http://www.marketwatch.com/story/3-d-printing-details-dollars-and-delusions-2013-01-16

Twitter is as valuable as any major media company. Or maybe all of them combined.

http://www.marketwatch.com/story/the-existential-value-of-twitter-other-web-giants-2013-01-08

Silicon Valley billionaires are often annoying, self-absorbed young adults:

http://www.marketwatch.com/story/silicon-valley-reality-tv-show-part-ways-2012-12-20

Breaking up Hewlett-Packard would be just plain dumb:

http://www.marketwatch.com/story/dealbooks-mistaken-call-to-break-up-hp-2012-12-17

Stamps.com keeps mailing in growth and profits.

http://www.marketwatch.com/story/stampscom-beats-up-us-the-postal-service-2012-11-16

Recent Monthly Manager Letters for Covestor

Note: Since 2014, all our MarketWatch columns have doubled as our Covestor manager letters. But here are some manager letters from 2013 and earlier:

February 2013

http://investing.covestor.com/2013/03/we-grounded-our-investment-in-drone-maker-aerovironment

January 2013

http://investing.covestor.com/2013/01/weve-added-costar-group-cray-and-echostar-to-crabtree-tech-model

December 2012

http://investing.covestor.com/2012/12/2013-tech-favorites-ibm-nic-and-ehealth

November 2012

http://investing.covestor.com/2012/11/why-i-bought-smart-grid-player-enernoc

October 2012

http://investing.covestor.com/2012/10/heres-how-we-rebalanced-the-crabtree-technology-model

September 2012

http://investing.covestor.com/2012/09/why-our-investment-time-horizon-is-a-long-one