eric | Shared With: Everyone - Jun 12 2008 | art, architecture, investment
eric | Shared With: Everyone - May 12 2008 | housing, investment, prefabWeehouse makes some very nice looking pre-fab modernist housing.
eric | Shared With: Everyone - Apr 17 2008 | investment, Warren Buffett
eric | Shared With: Everyone - Mar 06 2008 | iphone, investment, ipod
As Sung Park would say, "Holy Poop." John Doerr, legendary VC, took the stage to announce $100 million in fund to develop apps on the iPhone platform. That's a big deal. The iPhone will transform the mobile experience in the next 12 months much more than it has since it was introduced.
Quoted: John Doerr took the stage today at Apple's announcement of its iPhone software developer kit and announced a $100 million fund to invest ...
eric | Shared With: Everyone - Oct 25 2007 | investment, business, startup
eric | Shared With: Everyone - Sep 24 2007 | microsoft, google, investment, facebook
eric | Shared With: Everyone - Aug 20 2007 | EMC, investment, investing
Barron's has the same investment thesis for EMC that I do, namely that you're getting the VMWare shares at a large discount to the IPO (Barron's estimates it at about 40% discount). Tis is why I picked up shares in EMC the day afetr VMWare's IPO last week.
Quoted: NEW YORK, Aug 19 (Reuters) - Shares of EMC Corp. <EMC.N>, the No. 1 maker of corporate data storage gear, could rise 20 percent or more over the next 12 months, according to a report in the Aug. 20 edition of Barron's. EMC, is the
eric | Shared With: Everyone - May 23 2007 | business, investment, news, HD, Home Depot
Our investment club has owned shares in Home Depot for 5 or 6 years. It is really nice to see Bob Nardelli gone and Frank Blake doing everything he can to improve morale and transparency to his investors. It's also nice that he takes less than 25% of the compensation of his predecssor. Finally, perhaps some governance!
Quoted: The chief for the home improvement chain will try to make up for past mistakes by laying out his vision for the future at its annual meeting Wednesday.
eric | Shared With: Everyone - May 17 2007 | investment, shopping, technology
Online retail has now been around for 13 -14 years (with Amazon in business since 1995). Growth rates are still high and expected to continue although certain segments are seeing more maturity than others.
Quoted: E-commerce is moving "full steam ahead"and is years away from saturation, with double-digit growth expected for several years, according to an online retail industry report published on Sunday.
eric | Shared With: Everyone - Apr 25 2007 | investment, research, AMZN, Amazon.com
This is kind of nice. A full transcript of the Amazon.com Q1 2007 Earnings Call. Instead of spending 40 minutes listening, you can read the whole thing in 5 minutes.
Quoted: So we still think of it as a big opportunity, but you are right; our North America is outpacing international. Certainly as part of that, North America is certainly being helped by Amazon Prime. We are seeing what we -- certainly customers are liking what they see there and that is certainly being reflected in our overall growth rate in North America.
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