In keeping with my goal of writing more often, I’ve decided to publish my preliminary research about stocks I have yet to make up my mind about. This is the first time I’m doing so, and this article is about an interesting small-cap stock that came up on my insider buying screen.
LivePerson (LPSN) is [...]
Entries from June 2008
LPSN : A niche product in e-commerce
June 29th, 2008 · 2 Comments
Tags: Stock reports
The dangers of share ownership
June 10th, 2008 · No Comments
I’ve just finished a chapter in Dan Ariely’s delightful book, Predictably Irrational, which discusses how we get attached to things we own, and tend to value those things more than an objective observer would. This attachment explains the proliferation of the 30-day money-back guarantee; we fail to anticipate how attached we will get to the [...]
Tags: Investment articles
Intel’s anti-trust woes
June 7th, 2008 · No Comments
Intel’s (INTC) anti-trust problems are all over the papers recently. In South Korea, anti-trust regulators have just fined Intel $25.5 million for anti-competitive practices (a judgement that Intel will appeal). In Europe, the anti-trust regulators are expected to conclude their investigations and issue a judgement soon. And in the US, the FTC has just formally [...]
Tags: Stock reports
Does value investing always work?
June 2nd, 2008 · No Comments
Right now, I am reading Michael Mauboussin’s new book “More Than You Know: Finding Financial Wisdom in Unconventional Places“, an excellent collection of short articles that capture snippets of investment wisdom. One article touches on attribute-based investment (value, growth, momentum, charting etc.) versus circumstance-based (e.g. Soros-like styles) investment styles. Mauboussin believes that there are two [...]
Tags: Investment articles
Investment strategies in a weakening US economy
June 1st, 2008 · 1 Comment
An article in the New York Times says that another blow to the US economy is about to come in the form of reduced state and city government spending for the coming fiscal year beginning July 1st 2008. Apparently, state and city spending makes up $1.8 trillion in the $14 trillion US economy, and they [...]
Tags: Market news

