Tue, 09 Feb 2010 21:52:53 GMT

Stock Blog

fredwilson [4465]

Start tracking!

You are not tracking fredwilson.

28-Jun-08

Vruz sent me a copy of this CIBC research report called "Heading For The Exit Lane." I read it this morning and I've been thinking about it for most of today. So I uploaded it to Scribd and reblogged my favorite line in the report on my tumblog. But that didn't get the report out of my head.

This oil thing sure has legs. Even if we aren't in a "peak oil" situation (and even the Saudis can't agree about that), we've gotten to a price point where consumer behavior is going to change significantly... [Read More]



 

13-Jun-08

Mike Arrington calls Yahoo!'s decision to partner with Google and finally walk from Microsoft a "Massive Destruction Of Shareholder Value, Employee Morale and Internet Balance Of Power" I don't agree with that view and have stated my opinion about this deal on this blog since the day Microsoft started it's hostile attempt to buy Yahoo! [YHOO]

Here's my comment to Mike's post:

Mike add me to that list of Jerry, Sue, and Tim [O'Reilly]

I’ve been rooting for this outcome since Microsoft first... [Read More]



Tagged Stocks: YHOO 

 

08-May-08

Twittering A Hedge Fund Event

Holding Rationale for AAPL.

I went to an event yesterday that featured a number of people active in the hedge fund industry and the financial markets. Here is the series of twitters I sent during that event.

  Headed to the semi annual meeting of a hedge fund of funds. Expect to get some insights and will twitter them

  Observation: great hedge fund managers have come out of goldman, tiger, and michael price's firm

  Has the financial system crisis run its course? Most likely yes if banks and the fed keep doing... [Read More]



Tagged Stocks: AAPL 

 

04-May-08

I put up a poll on this blog yesterday and a number of other blogs picked it up or linked to it. The net result was about 1,800 responses as of 6am eastern this morning. You can track the responses (and the number of them) at this poll result page.

The wisdom of the crowd is the closing price today will be $22. I took the percent of vote at each price level and then multiplied them out to get that expected value. Here's the distribution of votes:

Yhoo_closing_price

The look of this chart tells me that I should... [Read More]



Tagged Stocks: YHOO 

 

I voted already and voted for $26/share. I think Microsoft has shown how much value Yahoo has and the market will reflect that once it thinks this through.

And please feel free to embed this poll in your blog. It's all one big poll so the more embeds the more votes we'll get.



Tagged Stocks: YHOO 

 

Reading the ms/yhoo news on my bberry via twitter. I know I'm in the minority but I think yhoo did the right thing. Great outcome



Tagged Stocks: MSMSFTYHOO 

 

15-Mar-08

I wrote a short post yesterday wondering what was in store for the financial markets in the wake of the Fed and JP Morgan bailing out Bear Stearns. This is what's been on my mind the past week for the most part. Sure, we've been thinking a lot about what's now possible with all the new platforms that are emerging (iPhone SDK, YouTube, myspace, etc), and there are plenty of interesting things going on in techland and in our portfolio. But we've got a full blown financial panic playing out on Wall... [Read More]



 

14-Mar-08

I am sure we'll all be hearing about moral hazards and the like in the wake of the Bear Stearns bailout by JP Morgan and the Fed. This is scary stuff. Henry Blodget talks about the claim that Bear is too big to fail in this post on SAI.

My question is who else is too big to fail but would fail without a similar bailout? How many more of these are coming our way?

Ugh



 

10-Mar-08

A Twitter Stock Quote Bot

Holding Rationale for AAPL.

Twitter bots are a lot like IM bots. You send them a message and they send you one back. Except, of course, you can do that through twitter, on any "device" (Facebook, SMS, web, third party client, etc) you want.

My favorite twitter bot so far is the mytrade stock quote bot that launched late last week.

Here's how do do it (you need to be a registered twitter user to do this):

First, go to mytrade's twitter page and follow them.

Then, wait a minute or two for mytrade to follow you back (no... [Read More]



Tagged Stocks: AAPLAMZNGOOG 

 

04-Mar-08

Over the past month, my wife and I had a run in with the auction rate security market. We emerged unscathed but there were a few uncomfortable moments and they taught us a few things about markets that we had sort of understood but not at a gut level. There's nothing quite like a few sleepless nights to teach you lessons you'll keep for the rest of your life.

It all started almost a year ago, when we parked a significant amount of cash in tax free municipal bonds. The cash is intended to be used... [Read More]



Tagged Stocks: AADEYHOO 

 
 

 

Categories

External Blog (24)

Holding Rationales (6)

 

Holding Tags

AAPL (7)

AMZN (1)

GOOG (5)

RIG (1)

Other Stock Tags

AA (1)

COIN (1)

DE (1)

MS (1)

MSFT (4)

YHOO (8)

 

Archives

Jun 2008 (2)

May 2008 (4)

Mar 2008 (4)

Feb 2008 (10)

Jan 2008 (9)

Sep 2007 (1)