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Technology
“Successful Investing takes time, discipline and patience.  No matter how great the talent or effort, some things just take time:  You can’t produce a baby in one month by getting nine women pregnant.”- Warren Buffett The bull market that started in March of 2009 is now on the verge of its 6th and a half year,...
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We have T&T Capital Management have been saying for sometime now that companies that are dependent on China to propel their growth, particularly in the areas of  real estate, and other hard assets, are at risk and likely don’t warrant a peak earnings multiple.  China has gone on a spending spree that is unprecedented for...
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It appears that Mark Zuckerberg’s philosophy of running Facebook as a one man show is still alive.  While I don’t think that he is the most qualified guy to go about making billion dollar acquisitions without seeking a second opinion, investors in Facebook shouldn’t be surprised because he has been quite open about it.  Buying...
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While most people seem to be a lover of both Apple’s (AAPL) stock and products, the list of once dominant consumer electronics companies that have come down to earth, is long and distinguished.  One of the great things about the Steve Jobs regime is that they avoided costly misfires that can occur on any product,...
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