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November 2011



Kronos - A medium term recovery play

November 28, 2011 – Comments (4) | RELATED TICKERS: KRO , HUN , DD

Kronos Worldwide (NYSE: KRO) is a leading producer of Titanium Dioxide pigment which is used to impart whiteness, brightness and durability to paper, plastics and other modern day items that we use daily.   [more]



Why the surprise at Groupon?

November 23, 2011 – Comments (1) | RELATED TICKERS: GRPN , AMZN , GOOGL

Today I read a message board where participants compared Groupon to Google in its early days. Well, here is the down low:   [more]



The Commoditization of the Automobile

November 19, 2011 – Comments (2) | RELATED TICKERS: GM , F , TM

In the last ten years we have witnessed the commoditization of news, cell phones, insurance, personal computers and even housing, the latter not having turned out very well. We might as well face it; the auto is next.  [more]



Clouds on the horizon for

November 18, 2011 – Comments (1) | RELATED TICKERS: CRM , GOOGL , AMZN

I never quite understood how (CRM) managed to hang on to its huge valuation (a PE north of 250) for so long. The products and services seemed novel but unexciting and Mark Benioff’s “End of Software” mantra seemed more like one of nebulous nice sounding goals. Cloud computing is not the future, it is the now and everyone, including Microsoft has already partaken of the Kool-Aid.  [more]



LinkedIn: Imminent Danger?

November 15, 2011 – Comments (3) | RELATED TICKERS: LNKD.DL , GOOGL , YHOO

Bain Capital recently announced its intention to offload all 3.7MM shares of (LNKD) that it currently owns. Is this a sign that Bain doesn’t think that LNKD is going to underperform going forward?   [more]



Corning: Possibilities Made Real

November 12, 2011 – Comments (0) | RELATED TICKERS: GLW , MMM , A




Top 10 Reasons not to invest in Google

November 07, 2011 – Comments (8) | RELATED TICKERS: GOOGL , GRPN , CRM

This is a blast from the past (specifically before the Google IPO) and it always reminds me to try and adopt a balanced, skeptical but also well informed view of things.  [more]



2011 IPOs overdone? Not so fast

November 07, 2011 – Comments (0) | RELATED TICKERS: GRPN , LNKD.DL , GOOGL

So, Groupon had its much anticipated IPO last week and even managed to raise over $700 Million with just 5.5% of the float. Having reviewed the offering I wondered how this deal compared to not only other deals in the tech space lately but also to IPOs from the past i.e. Google, Baidu and VM Ware.  [more]



Is Groupon worth investing in?

November 04, 2011 – Comments (1) | RELATED TICKERS: GRPN , AMZN , GOOGL

Groupon is a mass retailer and discounter positioning itself as a technology company and most people think of Groupon in the same way they might think of Google, Facebook or Twitter. I tend to think of Groupon as a company that has figured out a way to transfer wholesale discounts to the customer while at the same shifting the coupon from your mailbox into your inbox.   [more]

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