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The market reacted in manic fashion to Guidewire’s fiscal Q3 financial results. Initial jubilation sent GWRE up over 10% at market open, but that was quickly displaced with selling that saw the stock give up all its early gains, and then some. “Yes, yes…NO!” – Mr. Market reads through ALL the bullets in Guidewire’s press […]
Last weekend, I listened to the replay of Google’s earnings call/webcast – which sent GOOG up over 10% last Friday. It was Larry Page’s first quarter as Google CEO – he’s off to a pretty good start. GOOG leaps 10% after reporting earnings and Google Plus early returns. The market appeared to be most excited […]
Yesterday, Google accused – (or “announced that”, depending on which side of the Pacific you’re on) – Chinese hackers targeted the Gmail accounts of some folks who might not exactly be friends of the Chinese government. From Minyanville’s Justin Rohrlich: It was announced yesterday that hundreds of gmail passwords were stolen and used to access […]
During our trip to Singapore last month, I had the great opportunity to sit down with two guys leading the startup charge in that beautiful city-state. In the morning, I had a great chat over tea with James Chan, Investment Manager at Neotony Labs – and later in the afternoon, my wife, our friend, and […]
Regular readers know that I’m not exactly a huge fan of Microsoft’s software porfolio circa 2011 and beyond. (For my full scathing analysis, click here). But it is looking like many investors now agree with my pessimistic take – in fact, by looking at the MSFT chart, there may be nobody left to sell – at least […]
Microsoft reported better than expected earnings and revenue…but Mr. Market whacked MSFT anyway. “The execution at this company has actually been pretty good over the last year,” said Ursillo, whose firm manages $150 billion, including Microsoft shares. “The stock has gotten very little credit for it because the market is worried about the continued erosion of […]
You may remember that last September, we called out Intel’s management for whining about the company’s stagnant share price: When a CEO constantly bemoans the fact that his/her stock price is wildly undervalued by Wall Street – why don’t they just jack up the dividend, and/or buy back stock hand over fist? Intel’s Paul Otellini is […]
My article from Monday – in which we looked at the future prospects and rough valuations of our favorite (or at least most well known) technology companies has sure drawn a lot of attention – and anger too! I sent it over to Minyanville’s editor – who liked it a lot, and was kind enough […]
Facebook’s alleged $50 billion valuation granted by Godfather Goldman really has had the investment community aflutter. “A social networking bubble!” proclaimed value investors around the globe. But is this a fair claim? On the heels of news that Apple has passed energy giant ExxonMobil to become the world’s second most valuable company, why don’t we […]
The tech world has been up in arms about Facebook’s alleged $50 billion valuation from Goldman Sachs. But after doing a bit more reading, it looks like that reported valuation is greatly exaggerated. In yesterday’s edition of Casey’s Daily Dispatch, Alex Daley brought a great sanity check to the $50 billion valuation. With permission from […]
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