The herd investing mentality
techstock2000 @ August 18, 2008 # No Comment Yet
On August 18, 2008, PingDave posted the following:
All too often, investors follow the crowd - with disastrous consequences. Here is the thought process, overlaid on a company’s stock price.
More on page 176
What every CEO needs - a “no man”
techstock2000 @ August 14, 2008 # No Comment Yet
On August 14, 2008, GettingRicher posted the following:
Steve Jobs has admitted that MobileMe was rolled out at the wrong time. Sure, there were some issues with iPhone activations, as well and Apple is rolling out to even more countries on the 22nd.
Every president/CEO needs a guy that can come to him/her and say, “This is [...]
More on page 167
Goodbye, Comcast
techstock2000 @ August 12, 2008 # No Comment Yet
On August 11, 2008, rjack posted the following:
I just completed the paperwork for switching from Comcast to Verizon FIOS, going from the high end fast comcast service at 15Mb to 20Mb on FIOS that doesn’t share the wire with the kids on our block.
What does this have to do with Apple?
More on page 165
Why does Apple need $20 billion?
techstock2000 @ August 11, 2008 # 3 Comments
On August 10, 2008, pingdave posted the following:
Apple’s most recent quarterly report shows that the company holds $20 billion in cash (behind only XOM and MSFT). Historically, they have not needed that cash for acquisitions - their pattern has been buying small companies purchased for very strategic reasons.
With the rate that AAPL is building [...]
More on page 163
Weekly standings update
techstock2000 @ August 9, 2008 # No Comment Yet
On August 9, 2008, an anonymous member posted the following:
AAPL is still not in a major investing newspaper’s weekly 100 list of top rated stocks at possible good buy points. It hasn’t been in since June of 2008. I think we’ll need a heavy volume up day or two, and the 50 DMA (about 2 [...]
More on page 158
Small story about why the iPhone is great
techstock2000 @ August 7, 2008 # One Comment
On August 7, 2008, moonjockey posted the following:
I was at work today. I work at a major national television company.
I was in an edit bay deep in the underbelly of my very large building, somehow still getting reception. We were stuck for a particular idea when someone referenced a youtube video. There was a [...]
More on page 155
SJ’s email to employees re MobileMe - what does it mean?
techstock2000 @ August 5, 2008 # 3 Comments
On August 5, 2008, TechStock2000 posted the following:
In case anyone has been too busy to read the posts from last night, SJ sent an email to Apple employees yesterday afternoon about the problems with the MobileMe launch. Little in his analysis of what went wrong is news to members of Applelot - our own analysis was [...]
More on page 152
Good news - things are settling down
techstock2000 @ August 2, 2008 # One Comment
On August 2, 2008, Howlongtoretire posted the following:
I’ve been watching Google Trends (google.com/trends) for a drop in interest regarding Steve’s health. Well, we finally got it. I graphed the last couple of months. Thought you might find it interesting.
More on page 146
Open letter to the SEC re naked shorting
techstock2000 @ August 1, 2008 # 4 Comments
On July 31, 2008, Centex posted a letter that he had sent to the SEC regarding naked shorting.
More on page 144
If naked shorts are OK, how about naked longs?
techstock2000 @ August 1, 2008 # 2 Comments
On July 31, 2008, M_Paquette posted the following:
There has been a great deal of news coverage and discussion about the SEC’s emergency action protecting 19 companies from “naked shorting.” On the SEC web site soliciting comments regarding permanent rules, I posted my modest proposal.
More on page 139