With the rise of the internet in the 1990s we stumbled onto something new and democratic. No longer were public thoughts and opinions simply the purview of ivory tower intellectuals (or good looking talking heads), …
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Fifteen years ago today the Nasdaq Composite closed at at 4798, only 2.5% below the current levels: The above is a one month chart from that time period. Check out the the intra-day volatility. Fourteen trading …
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Over the course of 2014 we have taken a shot with long exposure in Qualcomm (QCOM) on a couple of occasions, with little to show for it. The stock has been a massive under-performer to the …
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Apple’s success in the smartphone and tablet market is undeniable. Whether they created the categories is debatable, but they certainly refined the offerings and brought an elegant, easy-to-use solution to the masses. Since the 2007 introduction …
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Following QCOM’s Q2 results in late July, we put on a bullish trade on the earnings dip, playing for a gap-fill. The stock continued its decline another 5%. after the 6.6% one day earnings gap, making our …
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QCOM is down today more than double the implied move following earnings that missed expectations and offered squishy guidance. The main driver for the selling seems to be issues with royalty collection in China. Patents not being honored …
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On February 4, 1997 I started working at a hedge fund as an assistant trader charged with supporting equity and options traders (think getting lots of coffee and tedious lunch orders). Back then most news …
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Back in early November we bought GLW at $16.47 after the stock had pulled back from a euphoric gap higher on a long term deal to supply LCD glass to Samsung. At the time we …
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Dan laid out the fundamental and technical bullish case on GLW about 3 weeks ago in his CotD post: One stock that caught my eye this morning was GLW, the flat panel glass maker for …
Continue readingInvesting in Tech in 2013 could probably best be described as a situation of have an have nots. For every highflying web or “cloud” stock marching to what feels like new highs on a daily …
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