Tag Archives: $MSFT

$TIVO: Is it time to press play?

It is not easy for a mature established company to successfully pivot and change business models. When they do however, it takes a long time for the stock market to reflect the change in their model and re-price it accordingly. … Continue reading

Posted in Micro | Tagged , , , , , , , , , , | 2 Comments

Barnes & Noble, better off without Nook & Malone.

Understanding both the bull and bear case – the theses of why other investors are positioned the way they are – has to be one of the most crucial principles of investing. Every so often I read a press release … Continue reading

Posted in Micro | Tagged , , , , , , , | 5 Comments

A Discount Rate fit for a KING.

$KING’s IPO yesterday was the worst first day performing IPO in 15 years for a US IPO raising at least $500M (via @IPOtweet) For value investors and people that believe that equity prices reflect the value of earnings and cash flow … Continue reading

Posted in Micro | Tagged , , , , , , | 4 Comments