Month: July 2009
Akamai Back on my Radar
Akamai is the hands down leader in their space. I know, actually worked for one of their competitors ten years…
AIQ: Is Down Out?
Alliance Healthcare Services, Inc missed the street expectations and lowered guidance. They are still profitable in a down economy, just…
Yearning for Yahoo!
I try to remember that if I real like something that is fairly new, buy it. This is in hindsight…
Perfect Panic Profit
This one happened so quick, if I had blogged it I would have missed it (which has happened before). What…
RST as a Recovery Bet
I overheard two conversations on a recent cross-continental trip where Rosetta Stone was mentioned in the context of the global…
What Are Venture Capitalists Up To Now?
Knowing that can sometimes be helpful in picking a hot sector or knowing why an IPO may or may not…
SKS Added to Cheap Lazy Watch List
It’s no big surprise that retail is getting pummeled. Saks dropped more than 10% today as earning missed. Hmm. Foreclosures…
Today’s Bargain Bin Bid: ARYX
ARYx Therapeutics, Inc. (ARYX) nose-dived today because their closest-market product in the pipeline was declared a failure. The market very…