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:

Lessons from the dot-com era…20 years later

August 2019

It’s an insult to dumpster fires everywhere to call Uber a dumpster fire.

Uber: The emperor has no business model

May 2019

Why paying up for a stock sometimes makes sense.

Why I bought Beyond Meat shares…after the IPO

January 2019

Sometimes a car is worth more than what you paid for it.

Requiem for an Acura

December 2018

Why can’t we be honest about hedge fund managers? They aren’t, in fact, better than the rest of us.

A closer look at a hedge fund failure

November 2018

Memory lane isn’t what it used to be. Especially with all those potholes.

Memory lane sometimes has potholes

August 2018

Flying cars will never happen. And yeah, never is a long, long time.

Randall’s law and flying cars

May 2018

The smart way to handle a short seller:

How to react to a short seller

April 2018

Training the next generation of robot overlords:

Training the next generation of robot overlords

February 2018

Who knew a dead horse could say so much?

Dead horses and CEO spin

December 2017

Sometimes “no” is the right answer to a client or prospect request.

Getting to “No”

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?

Meat the Future

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.

Porsche and Mercedes switch lanes

July 2017

I think I redefined “Helicopter Parent” when I put a tracking device on my daughter when she went to summer camp.

Find my iDaughter

May 2017

Even after this big run, tech valuations a reasonable and more tech companies are generating cash.

Tech bubble trouble?

March 2017

Unless you’re an investment banker or an institutional investor, IPOs are not for you.

The trouble with tech IPOs

September 2016

Tesla’s purchase of SolarCity is a cynical, despicable thumb in the eye by Elon Musk to investors everywhere.

Blinded by SolarCity

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.

Uber’s uber-valuation

February 2013

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