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Nov 13, 2015
Beginning of BlackBerry Turnaround?
A few recent developments could be pointing to a turnaround at BlackBerry, or is it too little too late? Oct 23, 2015
Alphabet (Google) and eBay Power Best Ideas Newsletter Portfolio!
Let’s get an update on Yahoo, eBay, Amazon, and Alphabet (Google). We couldn’t be more pleased with recent developments. Oct 12, 2015
EMC Will Go Private in Giant Tech Deal
Privately-held Dell has announced the acquisition of EMC in the largest “tech-only” deal in history. Sep 15, 2015
Major Grocers Growing Sales But Not Clean Stories
Major grocers reported solid top-line performance in their most recent quarterly results, but between overleveraged balance sheets and public relations nightmares, there are not many clean ideas. Asparagus water, anyone? Sep 11, 2015
Business as Usual at Apple
Apple revealed its most recent product updates and advancements in its special event on September 9. Aug 28, 2015
3 Observations
The wild week that ended August 28, 2015. Aug 25, 2015
China Eases to Support Country’s Stock Bubble; US Markets Cheer Behavior?
Nobody said the market was rational in the short term. Aug 18, 2015
Dark Days Ahead for Walmart?
The big box retailer’s best days may be behind it. Aug 7, 2015
Disney’s Disappointment
Millennials may be changing the media landscape. Jul 2, 2015
eBay – PayPal Split
Best Ideas Newsletter portfolio holding eBay is shedding its payments business, PayPal in mid-July. Let’s take a look at the coming split and its implications.
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