Posted on November 13, 2007 by Adam Nash
Wow, people are really panicked.
Here’s what happened. Yesterday, Citigroup analyst Prashant Bhatia wrote an extremely negative report on E*Trade based on their announcement of exposure to mortgage securities where he put the likelihood of bankruptcy at 15%. How he calculated this, I don’t know. Maybe he estimated their exposure and risk [...]
Filed under: E-Commerce, Personal Finance, Stocks | 1 Comment »
Posted on October 10, 2007 by Adam Nash
I’ve been resisting any comment on this topic, but I just had to note something.
VMWare, after its IPO at $29 per share, crossed over $100 today to close at $101.61. Since they have 383 Million shares outstanding, that’s a market cap of $38.91 Billion. EMC closed at $21.81, and with 2.1 Billion shares [...]
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Posted on August 14, 2007 by Adam Nash
76% rise from initial pricing of 29, which was up from the original range of $23-$25 per share. Close at 51. Amazing.
Filed under: Silicon Valley, Stocks | Leave a Comment »
Posted on August 2, 2007 by Adam Nash
The hottest software IPO of 2007 is likely just two weeks away.
VMware (VMW) has begun its official IPO roadshow, and has set tentative pricing of it’s IPO at $23 to $25 per share. EMC will be retaining an 87% stake in the company. The shares released to the public will be Class A shares, while [...]
Filed under: Silicon Valley, Stocks | 2 Comments »
Posted on July 16, 2007 by Adam Nash
Tough choices tonight on the personal finance front.
I recently rolled over my 401k from eBay into an IRA. As a result, I now have the ability to better balance out my retirement portfolio across different asset classes.
In a previous post here, I discussed the launch of the first international REIT index ETF, the SPDR [...]
Filed under: Personal Finance, Real Estate, Stocks | 2 Comments »
Posted on January 28, 2007 by Adam Nash
So, I actually did get a Nintendo Wii for my birthday. And yesterday, for the first time, I actually had a free moment or two to hook it up and play with it. Since then, I’ve probably played a total of 60 minutes of Wii Sports, and I thought I’d capture some of [...]
Filed under: Stocks, Video Games | Leave a Comment »
Posted on November 23, 2006 by Adam Nash
This quote may be by Mark Twain (or it may not).
If you want an example, here’s one:
How Google Hits $1000 a Share (2006)
[Cisco's] Market Cap Climbing to $1 Trillion (2000)
At least I’m not the only one who thinks so.
Filed under: Google, Silicon Valley, Stocks | Leave a Comment »
Posted on November 22, 2006 by Adam Nash
First, credit for this article goes largely to “The Finance Buff“, a great blog I just discovered today. He wrote a post about Employee Stock Purchase Plans (ESPP) that really struck a chord with me, and I thought I’d share it with my readers.
Employee Stock Purchase Plan (ESPP) Is A Fantastic Deal
Most people think [...]
Filed under: Economics, Personal Finance, Stocks | 19 Comments »
Posted on November 6, 2006 by Adam Nash
I have been reading Herb Greenberg since he was a financial columnist for the San Francisco Chronicle (yes, there was a time when I had a subscription to that paper).
I followed him to TheStreet.com, and even ponied up $99 a year for a while for the privilege of reading his articles.
Now, he is at CBS [...]
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Posted on November 6, 2006 by Adam Nash
I found this article on the Motley Fool this week called “Is Lumber the New Gold“, and it reminded me why Timber might be my favorite asset class of all.
I was first introduced to Timber as an asset class at Harvard Business School, in one of my classes on Venture Capital & Private Equity. Dave [...]
Filed under: Economics, Personal Finance, Real Estate, Stocks | 18 Comments »
Posted on October 20, 2006 by Adam Nash
Big news this week. The Dow has closed over 12,000. Whoopee.
Sometimes, I am amazed at how incredibly stable certain staples of culture can be, even in the face of overwhelming logic & reason.
One example of this is the continued fascination that people have with the Dow Industrials index. This group of [...]
Filed under: Economics, Personal Finance, Stocks | Leave a Comment »