When I started this blog I promised to explore the negatives in my stock positions at least in part because it forced me to think clearly. We have a small position in Microsoft - and there is news today which lays out precisely how crushed a comp...
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Warren Buffett describes certain types of business competition as a bit like standing on tippy-toes at a concert-in-the-park. His particular story was in the textile industry of Berkshire Hathaway’s origin - management would come in and sel...
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We live in a strange world - the 10 year US Treasury is trading with a 2.63 percent yield. The market is presuming that there will not be much inflation in those ten years. However if there is deflation (as per Japan) then the 10 year will ...
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I have just read Daniel Amman’s excellent biography of Marc Rich - the oil trader notoriously pardoned by Bill Clinton. I don’t want to get into the politics and ethics of the pardon other than to note that few things in it are black-...
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The main market for virtualization is not desktop computers - it is servers. Rackspace for instance is really a business running virtual private servers.Rackspace claim 99.99 percent availability - but it did stuff up once and upset Michell Ma...
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I have just done a huge amount of work on virtualization (see the recent "geek" posts here and here and here and the post on Dell). I worked out where Dell was going on virtualization and understood that HPQ was likely to play "catch-up". (...
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I have already been asked by email what the Australian election result means and what will result from it. At this point I do not know – and frankly nor does anybody else. However I hope – and removing my politics from this – to give ...
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I recently posted three long pieces on computing and virtualization. There were two trends that mattered.(a). Enterprise computing was moving to the cloud - sometimes an external cloud - but more often-than-not an enterprise cloud. Co...
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Some of my best friends are architects… Actually my wife is an architect – so I risk marital issues by ripping into the profession for the vacuous waffle-bags they are. Well sometimes are. I present to you McNally – an Australian architecture ...
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This is not a post with investment conclusions. It is more a little about my own voyage. If you want the stock posts read the last two posts in order. My purpose The purpose of this blog (as stated in my profile) is: to explore invest...
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TweetMeme – Finance