rant

43 things

I saw the buzz (and the ludicrous conspiracy theory) about Amazon’s investment into 43 Things. Amazon’s interest makes sense given many of the principals were previously involved with Amazon’s rocking p13n team. They make features like this that sucker you into spending more time and money on Amazon’s site and enjoying it. I don’t mean […]

43 things Read More »

You want the truth? You can’t handle the truth!

Last December I was lamenting the industry analyst forecasts were all over the map. One particular analyst, Analyst Bravo, had unbelievabily optimistic numbers. Here’s a better chart depicting the market predictions of four analysts for hard-boiled eggs (HBE), soft-boiled eggs (SBE) and Jewel-encrusted eggs. Everyone acknowledges the hard- and soft-boiled eggs market is declining while

You want the truth? You can’t handle the truth! Read More »

Magic Quadrant Me, Baby

One motivation for the exercise last week in reviewing 10-Q/Ks was to come up with some forecasts on the marketplace. We also use an array of industry analysts who are ostensibly better connected and do this stuff all day, but the numbers I’ve seen are all over the place. Consider the following chart:

Magic Quadrant Me, Baby Read More »

10-Q very much

During the last couple of weeks it’s been icky weather — dark, cold, rainy. I’ve been indoors, looking at a several companies’ financial filings, connecting the pro-forma dots in an attempt to understand the companies’ fundamentals and make a judgement on whether I think they will remain viable concerns. The job is much easier with

10-Q very much Read More »