January 2011
46 posts
“What is the hardest part of securities regulation?
If you find a valve in a...”
– Bookstaber on Mendacious Valves, Banks, Nukes, and the SEC
December 2010
44 posts
“the CES buzz-kill may be more intensified as there are not one, but two key...”
– This Year, Apple Has Two Fangs To Suck The Blood Out Of CES: iPad 2 And Verizon iPhone
Listening to the non-Apple buzz, it sounds like the two things CES will depend on to counter this will be LTE enabled handsets and dual core Tegra 2 based devices.
I guess that makes early 2011 really exciting...
WatchThe fury outside the Goldman building, around noon.
WatchThis went on for a good few minutes. Lots of stuck cars in the hood.
“Once you leave the land of the monied, you’re just another unremarkable...”
– J.C. Hewitt’s answer to What does it feel like to be rich? - Quora
Come On, Demand Media, Just Drop The Bogus... →
My thoughts:
This headline is a bit hammy but the post itself is well reasoned
This accounting is not illegal, but it is aggressive
Historically, investors have let companies get away with these type of shenanigans so I’m okay with this sensationalist headline
Not mentioned by either Kara Swisher or Henry Blodget is that the shadiest companies will at some point write down/off these...
Samsung sells 9.3 million Galaxy S devices, within... →
Not surprised by this— as I previously mentioned, Samsung spent boatloads marketing this phone internationally.
asians sleeping in the library →
lol
“The company intends to take more space as it becomes available, the person with...”
– Google Completes Deal for New York Office Building - BusinessWeek
Would not be surprised if they took over a couple of elevators and made them for Google use only. I’ve witnessed fights caused by the elevator traffic.
“The review, led by law firm Steptoe & Johnson LLP, urged that Calpers move...”
– Calpers Review Recommends Fee Changes - WSJ.com
Reducing comp for money managers comes with plenty of unintended consequences. At first blush, the above proposal sounds great (except for hedge funds, pe funds, etc.). However, when you change the payout scenarios for the money manager,...
“We, in fact, are living in an era of Peak Globalization as the costs and...”
– Peak Globalization - Bruce Nussbaum - The Conversation - Harvard Business Review
Just an okay article but a very important point.
“Goldman, of all the banks, always seemed like they were the most careful about...”
– The Return of H.F.M. - NYTimes.com
"TV audiences not leaving for web. Rather, the web...
IGNITION: Simulmedia presentation by Dave Morgan
(via Twitter / @Dave Morgan: TV ads are wildly under-pr …)
Haven’t had a chance to read this closely but it looks interesting.
“In what may be a marked appeal to diversify its ranks and soften its image,...”
– Harvard Biz School to Wall Street: Rejection! - Fortune Management
“It turns out that some companies don’t want to wait until the 4PM market...”
– So THIS Is How Bloomberg Gets Earnings Reports Hours Before They’re Publicly Released…
“Anthony Ward’s bet on the cocoa market seems to have turned bitter. His...”
– Choc Finger’s Big Cocoa Bet Goes Bitter - MarketBeat - WSJ
“UBS dress code no-nos include black nail polish, garlic breath, tie knots...”
– Dress to Impress, UBS Tells Staff - WSJ.com
“In 2009 40% of U.S. imports and exports was ‘related-party trade’ –”trade...”
– Marginal Revolution: United States fact of the day
Tax arbitrage
“An area along the northeast route to the summit has earned the unassuming...”
– a sea of lead, a sky of slate: Abandoned on Everest
“I am humbled by my poor prediction. My fatal flaw was in badly underestimating...”
– Tax fail: Carried interest debate (really) is over - The Term Sheet: Fortune’s deals blog
“It’s pure speculation, of course, since neither company would comment on...”
– Potential NVIDIA/Intel settlement could mean good news for Apple
“I have learned that many founders would benefit dramatically from even the...”
– It All Changes When the Founder Drives a Porsche
“The irony is that this place represents in many ways the epitome of free-market...”
– Times Square Redevelopment Is Complete - NYTimes.com
“The margin of error on a group of 65 people is so high that it makes the results...”
– 55 people think the iPad is more valuable than the Galaxy Tab (updated) — Engadget
It would be nice to learn some statistics before taking someone down. Standard error here is [(0.15x0.85)/65]^1/2 = 4.4%. Compare that to the 85% preference for the iPad and it sounds pretty strong.
...
Google Buying Groupon is a Flawed Idea
caterpillarcowboy:
continuations:
On one hand I can understand Google’s aggressive interest in Groupon. Groupon appears to be one of the few companies that has cracked the code on making money from local businesses. Groupon’s revenues are rumored to be around $50 million per month, which is impressive. But there are at least two fundamental compatibility problems. First, Groupon is a...
“Device fingerprinting is a powerful emerging tool in this trade. It’s...”
– Race Is On to ‘Fingerprint’ Phones, PCs - WSJ.com
Background reading: EFF.org (white paper linked from there)