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
January 2020
What the dot-com era was like from inside the bubble:
August 2019
It’s an insult to dumpster fires everywhere to call Uber a dumpster fire.
May 2019
Why paying up for a stock sometimes makes sense.
January 2019
Sometimes a car is worth more than what you paid for it.
December 2018
Why can’t we be honest about hedge fund managers? They aren’t, in fact, better than the rest of us.
November 2018
Memory lane isn’t what it used to be. Especially with all those potholes.
August 2018
Flying cars will never happen. And yeah, never is a long, long time.
May 2018
The smart way to handle a short seller:
April 2018
Training the next generation of robot overlords:
February 2018
Who knew a dead horse could say so much?
December 2017
Sometimes “no” is the right answer to a client or prospect request.
October 2017
Meat substitutes have come a long way. But will the new “fake meat” companies be smart enough to compete on value and not quality?
August 2017
When Mercedes and Porsche go racing, it isn’t just for the glory. It’s for the R&D. OK, the glory is pretty glorious.
July 2017
I think I redefined “Helicopter Parent” when I put a tracking device on my daughter when she went to summer camp.
May 2017
Even after this big run, tech valuations a reasonable and more tech companies are generating cash.
March 2017
Unless you’re an investment banker or an institutional investor, IPOs are not for you.
September 2016
Tesla’s purchase of SolarCity is a cynical, despicable thumb in the eye by Elon Musk to investors everywhere.
July 2016
You’d have to be crazy to think Uber is worth $63 billion. At that price, only retail investors are going to be taken for a ride.
February 2013
http://investing.covestor.com/2013/03/we-grounded-our-investment-in-drone-maker-aerovironment