It was not that long ago that a vigorous debate raged between investors about which one was a better investment, Google or Apple. Apple’s stock price went on a tear and the debate died. After Google’s Thursday evening earnings release, the debate as to which company is better will surely reignite. Dividend
I am always analyzing to see what the crowd got wrong. Figuring out early that the prevailing wisdom is wrong is one of the cornerstones of my investment methodology. Since I often write unpopular views, receiving hate email goes with the territory. Some of the emails in response to slide-to-unlock feature
Some stock market gurus seem to have a fatal attraction to technology patents. While technology patents can certainly add to the performance of a stock, that attraction often fails to account for a number of factors affecting the value of the patents. Technology patents are very complex and understanding them
Acacia Research Corporation (ACTG) is a company that enforces patents. Acacia Research has a relationship with MMI. GOOG is likely to be more aggressive in enforcing patents especially against the likes of AAPL. If GOOG hires Acacia Research, it will be a windfall for Acacia Research.