October 5, 2016 by riskreversal • Trade Ideas

Last night on CNBC’s Fast Money we discussed Facebook’s launch of their Marketplace feature, think internal Ebay: As Julia Boorstin reported, the Marketplace had a gaff at launch by not having a filter set for …

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September 28, 2016 by Dan • FREE ACCESS

Yesterday, CEO of SpaceX, Tesla (TSLA) and Chairman of SolarCity (SCTY) Elon Musk laid out his plans to bring humans to Mars in the next decade and to eventually colonize the red planet. Here is …

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September 23, 2016 by Dan • FREE ACCESS

On September 13th in this space (The Silicon Stock Exchange) I had some thoughts on private tech market valuations: For the first time in a very long time (or at-least in the modern investment era) …

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September 15, 2016 by Dan • FREE ACCESS

I want to hit a few things on my radar this morning… First things first, Apple iPhone 7 pre-order sales. I think it is safe to say that the stock’s nearly 10% gains since Monday’s …

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September 8, 2016 by Dan • Trade Ideas

There is little doubt that Salesforce.com (CRM) has been a pioneer of one of the largest secular shifts in enterprise computing in decades, and is helmed by a guy who has the potential to be the next …

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September 6, 2016 by Dan • Trade Ideas

I’ve written about Netflix (NFLX) on a few occasions of late (here, here and here), and while the subscription growth (or lack thereof in Q2) reported in July was disappointing, the M&A environment we find ourselves in makes …

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September 1, 2016 by Dan • FREE ACCESS

Last night Salesforce.com (CRM) reported fiscal Q2 results that were generally inline. They guided the current quarter down a touch, and left full year guidance intact.  The stock was down 8% last night in the …

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