July 2016

Alphabet & Amazon – Two for two

29 July 2016

Reply to this post Alphabet and Amazon both have a good night. Good Q2 16A results from Amazon and Google...

28 July 2016

Reply to this post Facebook and Twitter going in opposite directions. Facebook and Twitter report very different results, highlighting the...

27 July 2016

Reply to this post Apple as a bond is yielding 9.8%. Apple reported better than expected Q3 16A results as...

26 July 2016

Reply to this post Long-term investors pay heavily in lost opportunity. Only in the context of Yahoo’s awful execution...

25 July 2016

Reply to this post The best option is to sell itself to China. There are further signs that Cyanogen is...

22 July 2016

Reply to this post Precipitous decline underscores the problem. It looks like demand for smartwatches has precipitously declined in Q2...

21 July 2016

Reply to this post Huawei flat-line passes advantage to Samsung. The first indications for the smartphone market in Q2 16A...

20 July 2016

Reply to this post Good results restore optimism in strategy Microsoft reported good FQ4 16A results supported by signs of...

19 July 2016

Reply to this post Another quarter marred by more of same. Yahoo reported another dismal quarter where it badly underperformed...

18 July 2016

Reply to this post I think ARM could return to the market in 5 to 10 years. SoftBank and ARM...