Earlier today I offered some initial thoughts on Microsoft’s (MSFT) $26.2 billion cash bid for LinedkIn (LNKD), ($MSFT gets $LNKD). In a nutshell, my view is this deal is just another attempt, in a long line of failed attempts …
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NYU Stern School Professor Scott Galloway‘s presentation (The Four Horsemen: Amazon/Apple/Facebook & Google–Who Wins/Loses) at the recent DLD15 conference is getting a lot play in the financial press this week. Not just because of his brilliant delivery but …
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MorningWord 1/18/13: INTC’s Q4 report and Q1 /full year 2013 guidance issued last night was nothing short of a mixed bag for investors. For the quarter, eps was higher than expected largely as a result of …
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MorningWord 1/17/13: As I write, investors are digesting 2 earnings reports that on the surface appear to be disappointing (C missed on earnings & BAC on revenues), which I would say were against fairly divergent …
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MorningWord 1/16/13: Today just may be the day that I buy AAPL, not with calls, or call spreads, Butterflies or Ratios, I may just get in there and Buy it the old fashioned way, outright …
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MorningWord 1/15/13: Yesterday afternoon Bloomberg news reported that Michael Dell, CEO and founder of the computer maker is exploring with private equity firms the potential for a leveraged buyout, to take the company that bears …
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REMINDER: Enis and I will be hosting a Webinar today at 4:30pm EST entitled, “Anatomy of an AAPL Earnings Trade With Options”. We will run through the qualitative and quantitative inputs that we use to evaluate a potentially …
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RIMM ($37.50) reports earnings June 16th after the close, the implied move in the options market is about 10%, vs the avg 8 qtr move of about 8% (not including the April gap lower of …
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The Boy Genius Report is reporting rumors this morning that MSFT has reached a deal to Buy NOKIA‘s phone unit for $19billion….This would put RIMM in a very tight spot and leave them with one …
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