Outsourced Thinking

I recently watched the series of pieces that CNBC put on during the 10-year anniversary of the credit crisis that occurred in the fall of 2008. It was interesting to listen to Buffett describe how he got a call from Lehman Brothers CEO Dick Fuld in the summer of 2008....

Update on Match and Tinder

When I first wrote about Tinder’s parent company, Match, I believed there were two risks. I know I made a mistake with the first risk, and I believe there are lessons to be learned from both risks I identified. First, Tinder operates a freemium network user business...

Facebook’s Stadium

Facebook's one day drop on July 27th was impressive.  It marked the largest ever loss of equity value for a U.S. listed company.  However, to achieve such a feat requires a large market cap before such a day, quite an impressive feat on its own.  This feat was only...

Banks Are Gushing Cash and Look Cheap

For the first time since the correction in the stock market in February, I am getting interested in a few investment ideas. A few of the ideas are in unexciting companies (unexciting in the sense that they are well-known and have been discussed plenty of times before…...