en-us http://www.kwpro.net/index.php KWPro.net http://www.kwpro.net/blogs/2008/10/27/1484_Ouch_Nikkei_at_26_Year_Low.html One word: OUCH! Or if we want to pay our respects to the Japanese: ITAIIIIIIII!!!!!! Ironically, currency is doing excellent with the yen at 92.9. In some ways, it's a bit of a shame that I'm NOT going to be working in Japan just for... Mon, 27 Oct 2008 05:08:17 -0600 http://www.kwpro.net/blogs/2008/10/27/1484_Ouch_Nikkei_at_26_Year_Low.html http://www.kwpro.net/blogs/2008/7/19/1427_Destruction_of_the_US_Economy.html Not sure what will happen for the airline industry. 9/11 was certainly the beginning of the end for the airline industry as we knew it. Some are blaming gas prices, but I think that the protocols implemented after 9/11 also gave rise to the ind... Sat, 19 Jul 2008 06:33:31 -0600 http://www.kwpro.net/blogs/2008/7/19/1427_Destruction_of_the_US_Economy.html http://www.kwpro.net/blogs/2008/5/6/1370_Yahoo_the_Market_and_Everyone_are_Schizoids.html Now, the best part is reading the commentaries from various message boards on what Yahoo's stock ought to be. Well, last time I checked, this wasn't Wheel of Fortune. Come on big money! People seemingly randomly assigning value figures from an... Tue, 06 May 2008 12:07:45 -0600 http://www.kwpro.net/blogs/2008/5/6/1370_Yahoo_the_Market_and_Everyone_are_Schizoids.html http://www.kwpro.net/blogs/2008/5/5/1368_Facing_the_Music_Yahoo.html Jerry Yang is going to have a lot of pressure on his head. More than that though, people are going to probably call for his head. However, I don't think he'll step down and the company (and shareholders) should at the very least give him a 2-3 ... Mon, 05 May 2008 06:53:08 -0600 http://www.kwpro.net/blogs/2008/5/5/1368_Facing_the_Music_Yahoo.html http://www.kwpro.net/blogs/2008/4/30/1355_Microsoft_-_Yahoo_Deal_Looming_With_Hostile_Intentions_Coming_Up.html strategies. I figured that the vestiges of the old guard of Microsoft is what's causing the distance in Yahoo's acceptance of the bid. Most notably Ballmer's tactics and personality as head most likely prejudices people's viewpoints of Microsoft. ... Wed, 30 Apr 2008 11:22:49 -0600 http://www.kwpro.net/blogs/2008/4/30/1355_Microsoft_-_Yahoo_Deal_Looming_With_Hostile_Intentions_Coming_Up.html http://www.kwpro.net/blogs/2008/3/17/1336_Crooks_on_Wallstreet.html More and more I get convinced that these crooks will slowly die off while information from the net replaces their valueless system of staying in power. That's my vision. Call it 10-20 years and the entire stock market and Wallstreet will die of... Mon, 17 Mar 2008 08:56:14 -0600 http://www.kwpro.net/blogs/2008/3/17/1336_Crooks_on_Wallstreet.html http://www.kwpro.net/blogs/2008/3/8/1322_Some_Other_Angles_To_Examine_MS_and_Yahoo.html Lock down of engineers. Remember the embittered battle between M$, Google and Kai-Fu Lee? All engineers would face similar non-compete clauses upon the transition. Obviously, Google would be a safe haven, but it's doubtful that they could ... Sat, 08 Mar 2008 08:43:21 -0700 http://www.kwpro.net/blogs/2008/3/8/1322_Some_Other_Angles_To_Examine_MS_and_Yahoo.html http://www.kwpro.net/blogs/2008/3/5/1313_AOL__Yahoo__Not_A_Bad_Idea.html ... Wed, 05 Mar 2008 17:45:09 -0700 http://www.kwpro.net/blogs/2008/3/5/1313_AOL__Yahoo__Not_A_Bad_Idea.html http://www.kwpro.net/blogs/2008/2/9/1274_Phat_Companies_Agile_Movement.html This article relates to an article I read about IAC and how Barry Diller wants to split IAC into more companies. His justification for the split was that each company would provide more value for their investors while being free to make their ow... Sat, 09 Feb 2008 19:37:23 -0700 http://www.kwpro.net/blogs/2008/2/9/1274_Phat_Companies_Agile_Movement.html http://www.kwpro.net/blogs/2008/2/1/1257_MS_and_Yahoo_Buyout_A_Reality.html dumb idea. For both companies. Both companies see Google as The Enemy. This is erroneous thinking and a myth that's become perpetuated horribly in Silicon Valley that people have been utterly brainwashed by the hype. Google is simply a com... Fri, 01 Feb 2008 10:25:18 -0700 http://www.kwpro.net/blogs/2008/2/1/1257_MS_and_Yahoo_Buyout_A_Reality.html http://www.kwpro.net/blogs/2008/1/18/1235_The_US_Recession_Has_Started.html It doesn't look good boys and girls. One thing I learned though is that fortunately markets are highly cyclical. After weathering the storm from the dot com fall, I realized that if you manage to persist, you probably just need to lay low for... Fri, 18 Jan 2008 21:30:16 -0700 http://www.kwpro.net/blogs/2008/1/18/1235_The_US_Recession_Has_Started.html http://www.kwpro.net/blogs/2007/12/25/1201_Sector_Based_Investment.html Truthfully though, if we are to use Graham's notion of investment, what I'm talking about is more speculation than investment. So I guess we could focus on sector based speculation as something more appropriate here. But I think there's a lot o... Tue, 25 Dec 2007 14:05:15 -0700 http://www.kwpro.net/blogs/2007/12/25/1201_Sector_Based_Investment.html http://www.kwpro.net/blogs/2007/12/5/1183_Wheres_the_Money_Going_Next.html I think the whole web 2.0 thing has been limited to a few companies. The IPOs are not as hot as in the 1.0 as people are super cautious of overvalued, under performing stocks. Not to mention considering that the ad market is essentially circula... Wed, 05 Dec 2007 10:02:44 -0700 http://www.kwpro.net/blogs/2007/12/5/1183_Wheres_the_Money_Going_Next.html http://www.kwpro.net/blogs/2007/11/9/1151_More_Idiocy_From_Schwartz.html Either way, I won't put a dime into Sun.]]>... Fri, 09 Nov 2007 21:21:31 -0700 http://www.kwpro.net/blogs/2007/11/9/1151_More_Idiocy_From_Schwartz.html http://www.kwpro.net/blogs/2007/11/6/1150_IAC_Acts_Like_Voltron_and_Splits_Up_Into_5.html I do think that more companies should follow suit though. Yahoo is horribly unfocused and their continuous buyouts to demonstrate growth to investors have done little to truly add value to Yahoo's portfolio. ebay's acquisitions of irrelevant co... Tue, 06 Nov 2007 09:43:58 -0700 http://www.kwpro.net/blogs/2007/11/6/1150_IAC_Acts_Like_Voltron_and_Splits_Up_Into_5.html http://www.kwpro.net/blogs/2007/10/25/1140_Give_It_Up_MicroSoft.html ... Thu, 25 Oct 2007 10:08:34 -0600 http://www.kwpro.net/blogs/2007/10/25/1140_Give_It_Up_MicroSoft.html http://www.kwpro.net/blogs/2007/10/17/1137_This_Is_What_Im_Saying.html in the case of skype, there is no doubt of the future for such a service. however, it made little sense for ebay, of many of the juggernauts, to make that purchase. skype makes money...only a little less than $100 million per year(?). but the ... Wed, 17 Oct 2007 17:34:09 -0600 http://www.kwpro.net/blogs/2007/10/17/1137_This_Is_What_Im_Saying.html http://www.kwpro.net/blogs/2007/10/13/1129_Limits_To_Growth.html I see too many acquisitions that often times don't make sense. For instance, ebay's acquisition of skype, meetup and stumbleupon made zero sense considering that their core business is auctions. Their other acquisitions such as shopping.com, r... Sat, 13 Oct 2007 22:10:57 -0600 http://www.kwpro.net/blogs/2007/10/13/1129_Limits_To_Growth.html http://www.kwpro.net/blogs/2006/11/8/901_hopes_on_the_election.html ... Wed, 08 Nov 2006 17:26:49 -0700 http://www.kwpro.net/blogs/2006/11/8/901_hopes_on_the_election.html http://www.kwpro.net/blogs/2006/10/9/872_what_googles_buyout_on_youtube_implies_for_the_market.html ... Mon, 09 Oct 2006 18:23:01 -0600 http://www.kwpro.net/blogs/2006/10/9/872_what_googles_buyout_on_youtube_implies_for_the_market.html http://www.kwpro.net/blogs/2006/8/10/823_betting_against_aviation.html ... Thu, 10 Aug 2006 10:57:29 -0600 http://www.kwpro.net/blogs/2006/8/10/823_betting_against_aviation.html http://www.kwpro.net/blogs/2006/6/13/786_global_ass_whoopin.html ... Tue, 13 Jun 2006 09:05:21 -0600 http://www.kwpro.net/blogs/2006/6/13/786_global_ass_whoopin.html http://www.kwpro.net/blogs/2006/3/25/729_stock_trends.html ... Sat, 25 Mar 2006 21:47:12 -0700 http://www.kwpro.net/blogs/2006/3/25/729_stock_trends.html http://www.kwpro.net/blogs/2006/2/20/703_toyota_a_great_investment.html ... Mon, 20 Feb 2006 07:40:49 -0700 http://www.kwpro.net/blogs/2006/2/20/703_toyota_a_great_investment.html http://www.kwpro.net/blogs/2006/2/13/700_google_murder.html ... Mon, 13 Feb 2006 09:46:44 -0700 http://www.kwpro.net/blogs/2006/2/13/700_google_murder.html http://www.kwpro.net/blogs/2006/1/29/691_massive_climb_in_the_nikkei_friday.html ... Sun, 29 Jan 2006 08:49:02 -0700 http://www.kwpro.net/blogs/2006/1/29/691_massive_climb_in_the_nikkei_friday.html http://www.kwpro.net/blogs/2006/1/22/687_...and_you_lose_some.html ... Sun, 22 Jan 2006 00:46:08 -0700 http://www.kwpro.net/blogs/2006/1/22/687_...and_you_lose_some.html http://www.kwpro.net/blogs/2005/12/25/669_a_few_observations.html ... Sun, 25 Dec 2005 06:37:02 -0700 http://www.kwpro.net/blogs/2005/12/25/669_a_few_observations.html http://www.kwpro.net/blogs/2005/11/21/644_Google_at_over_S400share.html ... Mon, 21 Nov 2005 13:30:45 -0700 http://www.kwpro.net/blogs/2005/11/21/644_Google_at_over_S400share.html http://www.kwpro.net/blogs/2005/10/24/608_fattening_up_the_lamb_for_slaughter.....html ... Mon, 24 Oct 2005 16:40:37 -0600 http://www.kwpro.net/blogs/2005/10/24/608_fattening_up_the_lamb_for_slaughter.....html http://www.kwpro.net/blogs/2005/9/12/568_good_day_for_net_stocks.html ... Mon, 12 Sep 2005 21:41:35 -0600 http://www.kwpro.net/blogs/2005/9/12/568_good_day_for_net_stocks.html http://www.kwpro.net/blogs/2005/6/1/444_google_massively_inflated.html ... Wed, 01 Jun 2005 13:22:26 -0600 http://www.kwpro.net/blogs/2005/6/1/444_google_massively_inflated.html http://www.kwpro.net/blogs/2005/4/19/393_Bad_few_days.html ... Tue, 19 Apr 2005 00:18:36 -0600 http://www.kwpro.net/blogs/2005/4/19/393_Bad_few_days.html http://www.kwpro.net/blogs/2005/3/19/352_Tech_Stocks_Down.html ... Sat, 19 Mar 2005 11:46:32 -0700 http://www.kwpro.net/blogs/2005/3/19/352_Tech_Stocks_Down.html http://www.kwpro.net/blogs/2005/2/24/311_google_getting_killed.html ... Thu, 24 Feb 2005 23:18:49 -0700 http://www.kwpro.net/blogs/2005/2/24/311_google_getting_killed.html http://www.kwpro.net/blogs/2005/2/20/300_Intelligent_Investor.html ... Sun, 20 Feb 2005 21:51:13 -0700 http://www.kwpro.net/blogs/2005/2/20/300_Intelligent_Investor.html http://www.kwpro.net/blogs/2005/2/3/259_Tech_Stocks_Loss_is_Googles_Gain.html ... Thu, 03 Feb 2005 12:41:28 -0700 http://www.kwpro.net/blogs/2005/2/3/259_Tech_Stocks_Loss_is_Googles_Gain.html http://www.kwpro.net/blogs/2005/2/1/254_Google_Jumps_to_200.html ... Tue, 01 Feb 2005 16:51:39 -0700 http://www.kwpro.net/blogs/2005/2/1/254_Google_Jumps_to_200.html http://www.kwpro.net/blogs/2005/1/30/241_Lots_of_earning_reports_coming_up_this_week.html ... Sun, 30 Jan 2005 06:31:02 -0700 http://www.kwpro.net/blogs/2005/1/30/241_Lots_of_earning_reports_coming_up_this_week.html http://www.kwpro.net/blogs/2005/1/26/233_Another_Day_Up.html ... Wed, 26 Jan 2005 09:13:07 -0700 http://www.kwpro.net/blogs/2005/1/26/233_Another_Day_Up.html http://www.kwpro.net/blogs/2005/1/25/223_On_the_Rise.html ... Tue, 25 Jan 2005 09:59:30 -0700 http://www.kwpro.net/blogs/2005/1/25/223_On_the_Rise.html