Daily Archives: September 19, 2011

Do you trust Goldman? Is it good for Facebook to be involved?

This morning I had a real interesting conversation. A friend called me and wanted to talk about his portfolio. While we were doing so, he came up with a few new companies he wanted to take a look at. When he mentioned them, I thought yes, those might be good choices for an investment. While talking, he brought up something I have heard before, but didn’t really took too serious. He stated, “there is too much Goldman opinion in the analyst’s view”. I asked, what he means by that and the answer is, while not entirely new, kinda interesting: “If Goldman comes up with an Analyst opinion or recommendation, you must do the opposite or stay away”. Continue reading

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Netflix – Where is it going?

Netflix is in the news for a few days now, and the news is not good. The stock took a major hit over the past days and went down to $155.00.

Where is that stock going? Well, Netflix was for while the top address for movies (I wonder why). They had a good business model, though. For a low fixed price one could watch movies in DVD format. Clearly, the price and the service provided was outstanding. However, it wasn’t very difficult to figure out that DVD mailing is not the future of watching movies Continue reading