Tag Archives: google

Fun with FAANG (stocks)

I often toy with numbers to get a sense of what the risk might be in extreme circumstances (like we’re experiencing in the markets). For instance, what “if” the FAANG stocks, Facebook, Amazon, Apple, Netflix and Google (Alphabet) all traded … Continue reading

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Technology Stocks – when to get in again!

Making decisions about when to top up (and get back in) during brief panic episodes is difficult. Deep down we know we’re supposed to ‘do the opposite’ but fear gets in the way.  This is why some excellent fund managers … Continue reading

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Is Linkedin (IPO) really tuned in? Is there a tech disconnect?

LinkedIn Corp’s <LNKD.N> shares more than doubled on their first day of trade last month. The hype seems to have worn off some since the IPO.  There are some cynics who figure that it was just a big one-off shenanigan – nostalgia for the … Continue reading

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