I’m reading the book Sapiens: A Brief History of Humankind by Yuval Noah Harari. In a section on the Agricultural revolution, Harari reminds us that while farming allowed human populations to grow, the quality of life for the average farmer was worse than the average hunter-gatherer. Farmers worked longer hours, with worse health, and generally lived (more…)
This post is inspired by a post by the user cyice on Stocktwits, who said: “when are the fundamentals of the stock ever going to take charge of its price“. At $110 a share, Apple ($AAPL) is down around $20 or 16% from it’s highs just over $132. The stock trades at a PE ratio (more…)
Last week, I made the case to purchase Zynga stock in anticipation of their August 6th Q3 report. (BTW, you’ll be able to find the Q3 earnings report and conference call link on the Zynga Investor Relations site.) At the time, ZNGA was trading around $2.85 per share. Since then, the stock has dropped to (more…)
Aside: I’m going to try to blog here when I do research for stocks I’m investing in and in particular when I am sharing ideas with my mother. Explaining an investment to my mother and to the blog here are remarkably similar processes… so two birds with one stone and all. Next up: Zynga (ZNGA). (more…)
I’m bullish on Bitcoins, from a price perspective and also from a technology perspective. Like many out there, I’m kicking myself for not jumping on the bandwagon sooner. I remember when they were $5 and I was first reading about them. I remember when they were less than $1 per coin, and my office computer (more…)
My Mom asked me about Bed Bath and Beyond recently. She used to be a store manager there. She sold her stock a while ago (missed that big up swing) but thinks there may be a buying opportunity now. I also owned some way back and sold after a small gain, missing most of the (more…)
Netflix lowered their subscriber numbers for the year last night, leading to a big 14% drop in the stock price today (so far). Fellow InvestorGeek Chris texted me asking if I’d be buying Netflix in the 50s. I personally won’t be buying any $NFLX stock today, but only because I already own a lot of (more…)
Netflix is another company I’m accumulating stock in for a long term play. Until recently, NFLX was one of those stocks I always wanted to buy into but thought it was overpriced. I waited for a pull back that never came until… all the hoop la last fall. Assuming subscribers and revenue can grow faster (more…)
I bought a chunk of Microsoft (MSFT) stock at $25. At the time, my thinking was “why does MSFT have a PE below 10”? While a stock like AAPL is priced for perfection (which they keep delivering), at a 10 PE Microsoft was priced for mediocrity… and it’s been treading water it has for the (more…)
Today I’ll show a couple charts for Google (GOOG), which I am accumulating in my retirement account. My strategy with Google is to get as many shares as possible as cheaply as possible. I have some targets where I’d be stupid not to sell, but in general GOOG prices stay fairly valued to my estimates. (more…)
