Reading Time: < 1 minute I am not a big fan of Jim Cramer, and I watch his Mad Money show (CNBC) mostly for entertainment. But he recently comes out this new tech series, which is a kind interesting. What is new tech? According to Cramer’s definition, old tech means the traditional sillicon valley stocks: Apple, Cisco, Google are good
Reading Time: 2 minutes Carl Icahn is again in the news. This time is about the Yahoo (Nasdaq:YHOO) shareholder proxy fight. Basically Carl bought a bunch Yahoo shares after the Microsoft deal fell through, and he is trying to remove the current Yahoo board, and make the sale to Microsoft. Intelligent observers may say did not Microsoft walked away
Reading Time: 2 minutes Baidu, Google China Keso wrote this Chinese article a while back Who is Google China’s opponent? He is talking about the difference between Baidu (Nasdaq:BIDU) and Google, and he thinks Baidu has created a brand and a series of products, and consequently built a moat to fend off Google and other competitors. This is confirmed
Reading Time: 2 minutes Here is a link to Q&A transcript of Berkshire Hathaway 08 shareholders meeting. I believe this is more comprehensive than CNBC’s live blog I posted earlier. Berkshire first quarter earning It went down more than 60% over same period a year ago (PDF). But the number does lie sometime, because this is mostly from paper
Reading Time: < 1 minute Buffett is in the news again yesterday. This time he is playing sidekick (financing) to help Mars to buy Wrigley (NYSE:WWY), the chewing gum company. One interesting Buffett comment I heard from CNBC is “I have doing taste testing of the Wrightly gum for 70 years”. Fun aside, Buffett and value investing have also been
Reading Time: 2 minutes It’s the NBA playoffs season again, and I watched the two games between Phoenix Sun and San Antonio Spur lately. As you may know, I am a big fan of Phoenix Sun/Nash. But they disappointed me again this year: they lost 2 games in a row. The main reason is that Phoenix is pretty much
Reading Time: < 1 minute I closed the Amazon Feb $65 puts last Wed, when I saw the stock dropped to around $68, which is the low point the day after it released Q4 earning. Lesson learned: 1) short/put a stock is much harder than I thought. I started this trade because I saw EDU, AAPL, and VMW all dropped
Reading Time: < 1 minute This is my very first option buy. After I “buy to open” on this $65 put, I don’t know how to realize the gain, if any. So I called the broker and asked for help online, both came back with answer “sell to close”. That made me more re-assured. The option terminology can make one
Reading Time: < 1 minute I thought about it early Jan. after reading from San Jose Mercury News that VMW is the No. 4 software company, in terms of market capital (about $30 b as of yesterday). But I put down the earning date (Jan 28) on my Google Calendar (not Yahoo), and it did not send out reminder email
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