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July 2012



Marissa Mayer

July 16, 2012 – Comments (5) | RELATED TICKERS: AAPL , GOOGL , YHOO

Ms Mayer's been in a number of profiles regarding Google in the last few years; unlike its secretive and nerdy founders, she is publication-friendly, interview-friendly, and clearly an executive with vision and an ability to execute that vision.  One article I saw even compared her to Steve Jobs with regard to those qualities.  [more]



Score banking

July 07, 2012 – Comments (9) | RELATED TICKERS: PM , INTC , CSCO

Mission accomplished.  [more]



Conviction, part 3

July 01, 2012 – Comments (6)

I like to look at my real world portfolio every so often and see if I can spot any common trends.  [more]

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