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October 2013



Facebook’s Mobile Push With Acquisition of Onavo

October 14, 2013 – Comments (0) | RELATED TICKERS: FB

As we have stated many times, the future is mobile. Facebook is showing its commitment to shoring up what had been a huge weakness.  [more]



Twitter IPO Filing Highlights A Point We’ve Been Making For A While – The Future Is Mobile

October 08, 2013 – Comments (1) | RELATED TICKERS: P , FB , LNKD.DL

Twitter’s disclosures emphasize the fundamental shift in how users consume online media, moving from the desktop to mobile.

We have been hammering this theme for a long time.  [more]



Warren Buffett Exercises TARP-Era Warrants For Shares Of Goldman Sachs

October 07, 2013 – Comments (0) | RELATED TICKERS: BRK-B , GS , BRK-A

Back in April, we told you how Warren Buffett’s crisis-era deal with Goldman Sachs included warrants to purchase $5 billion worth of shares, and those warrants were amended to provide for net exercise.  This means Buffett gets fewer shares but he does not have to pay for them.  [more]

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