Category Archives: via WebValueInvestor.com
Why I Sold Tucows
It’s hard post to write, but on Friday I sold most of my remaining shares of Tucows. Last year – before the reverse split I sold a little more than half, and just now I sold most of the rest. I invested in Tucows back in 2005 or 2006 for reasons which were admittedly, more [...]… Read the rest
The Era of AAPL is Over
I got a few comments from my “Tech Pair Trade of the Century” post awhile back along the lines of “Short AAPL? Good luck!” and “Long RIM? Good luck!”. So it was with interest I noted this week (13F week, when all the “big boys” file their 13-F’s with the SEC) that two very large [...]… Read the rest
Ultimate Buy Signal for RIM?
I have long since thought that RIM was going through an unprecedented bout of negativity which has had it on my “watch list” for months. Contrarians love this type of stock, John Templeton always tried to “buy at the point of maximum pessimism” (there is a good book by that title, and you may also [...]… Read the rest
The Map is not the Territory
Can a domain name be the difference between success and failure in a business? Are domain names the single best investment one can possibly make in one’s business? These are the main questions debated in an ongoing chain of posts, then my comments, and a follow-up post, and another of my comments and yet another post between myself and Andrei over at DomainingTips.
The conventional wisdom among domainers is that without the domain name, you’re nowhere, or, investing in domain names is the single best thing you can do to achieve some kind of “edge” in the… Read the rest
How to tell if a new TLD will succeed (and most won’t).
