Archive | February, 2014

Sorted Weekly Tweets

Facebook & WhatsApp   Rags-To-Riches Tale Of How Jan Koum Built WhatsApp Into Facebook’s New $19B Baby http://t.co/bJs6kQrlMx Background on WhatsApp founders $$ Feb 22, 2014 WhatsApp Shows How Phone Carriers Lost Out on $33B http://t.co/3gOutvRDzK Perhaps consortium of telephone companies should have bot them $$ Feb 22, 2014 Whatsapp and $19B http://t.co/TWI44XfTOC Explains why […]

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The IRS Lost!

A quick timeout from tax returns! Today the D.C. Circuit Court of Appeals handed the IRS a setback. In a unanimous decision it rejected the IRS’s appeal of the Loving decision. Back in 2010, the IRS set up tax preparer licensing regulations. Besides requiring an annual renewal of the PTIN (Preparer Tax Identification Number), the […]

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Industry Ranks February 2014

My main industry model is illustrated in the graphic. Green industries are cold. Red industries are hot. If you like to play momentum, look at the red zone, and ask the question, “Where are trends under-discounted?” Price momentum tends to persist, but look for areas where it might be even better in the near term. […]

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The Michigan Alpha Project: The Ultimate ‘Made in Michigan’

The Michigan Alpha Project: The Ultimate ‘Made in Michigan’ There’s an unexpected emerging market in North America that has a market capitalization larger than either Indonesia or Thailand, and larger than Ireland and Israel combined. That emerging market is Michigan. From November 2012 to November 2013, Michigan employment rose at double the rate of U.S. […]

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