Friday, October 26, 2012

This Blog Site Has Relocated

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Due to performance issues, I've moved my Personal Blog for Breakout Performance with all my articles. You can now find me at Breakout ...
Thursday, October 25, 2012

The Case For Why Google Is Doomed With Sudden Shift to Mobile

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Here's why Google is doomed as the world rapidly shifts to mobile from desktops. Get read to say "Ask Siri" instead of "G...

Facebook's Trading Desktop Ad Dollars for Mobile Dimes

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Facebook ‘s (FB) Q3 results showed a lot of growth in their mobile ad revenue – and a decline in their desktop ad revenue. Mobile  ad re...

Why Facebook Needs To Be Deathly Scared Of Pinterest

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Remember Pinterest? Have you used it lately? Lots of people are. Read the full post in Forbes
Wednesday, October 24, 2012

Despite Rosy Q3 Results, These Are The 11 Most Serious Questions Still Facing Facebook

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Facebook offered some rosy data points in its earnings yesterday, but there are still 11 serious questions facing the company going forward....
Tuesday, October 23, 2012

3 Ways Facebook Can Earn Wall Street’s Respect

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Talk with @JeffMacke on $FB earnings on tap for tonight:

Apple’s iPad Event Brings Mini-Mal Excitement

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My chat with @JeffMacke on iPad Mini and $AAPL [Long AAPL]

Jackson Sees Growth for Yahoo, Storm for Microsoft

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(Bloomberg) -- Eric Jackson, founder of Ironfire Capital LLC, talks about Yahoo Inc.'s third-quarter earnings and outlook, and the futur...
Monday, October 22, 2012

The Bear Case For $MSFT

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From @BloombergTV today:
Friday, October 19, 2012

Why Google Could 'Disappear' in 5 Years

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My discussion today on @SquawkStreet about the challenges mobile presents to $GOOG: [Long YHOO & AAPL]

Why Does Marissa Mayer Consider Siri the "Perfect Search Engine"?

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Marissa Mayer has some big choices ahead of her in search coming up between now and March when the Microsoft deal expires. What will she do ...
Thursday, October 18, 2012

The 25 Biggest Regrets in Life. What Are Yours?

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We are all busy. Life happens. There’s always something to distract us from getting around to certain things we know we should do. S...

Google's Search for a Second Act

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My chat with @JeffMacke on $GOOG earnings tonight - pre-flash crash: