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May 2011



Are you Mr. Yahoo or Mr. Facebook?

May 26, 2011 – Comments (7) | RELATED TICKERS: YHOO , MEET , LNKD.DL

Are you Mr. Yahoo or Mr. Facebook? A summary of these two can be summed up in the following visuals:   [more]



Can Mediocrity Serve as Competition Camouflage?

May 23, 2011 – Comments (1) | RELATED TICKERS: CCO , LAMR

I've been thinking for a couple weeks about companies that fly under the radar in run of the mill industries making reasonable but not explosive profits. Do businesses like these prevent others from entering because their growth isn't dynamic or their business plan isn't unique? Do these businesses have an advantage because they aren't on the front page or marketed as the next big thing? One example: CCO. Clear Channel Outdoor Holdings Inc. The irony here is that you see them everywhere. They also happen to be trading up 62% in the past year.  [more]

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