Lazarus Rising or Icarus Falling? The GoPro and LinkedIn Question!

As I watch GoPro and LinkedIn, two high flying stocks of not that long ago, come back to earth my mind is drawn to two much told stories. Th...

Management Matters: Facebook and Twitter!

I am not a big user of social media. I have a Facebook page, which I don’t visit often, never respond to pokes and don’t post on at all. I t...

Race to the top: The Duel between Alphabet and Apple!

Apple and Alphabet, the two companies jockeying for the  prize of “largest market cap company in the world” are both incredibly successful b...

A Violent Earnings Season: Pricing and Value Perspectives

The earnings season is upon us once again, the quarterly rite of passage where companies report their earnings results, the numbers get meas...

Narrative Resets: Revisiting a Tech Trio (Apple, Facebook and Twitter)

In a post in August 2014 , I examined the importance of narratives in valuation and how shifts or changes in those narratives can affect val...