I know tech is very weak today so it might not make sense to read too much into it but Motorola (MOT) is giving up its Friday gains pretty quickly today. I still think the bearish view presented in my earnings coverage is the right call, especially for the first half of 2007. Friday’s rebound […]
My colleague at StreetInsight.com, Chris Atayan, made a really good point that the failed Tribune (TRB) auction shows that private equity isn’t a cure for everything. I think another conclusion that can be drawn from the TRB auction is that private market value does not always noticeably exceed public market value. TRB shows that the […]
Apple (AAPL) shares continue to pull back sharply following release of the company’s latest quarterly earnings report. I remain surprised by the size of the pullback as well as the large amount of negative press Apple is getting surrounding the introduction of iPhone. I think a major disconnect has developed as many bullish catalysts exist […]
Office
20 N 3rd Street
Bayfield, WI 54814
Mail
PO Box 1165
Bayfield, WI 54814
tim@northlakecapital.com
847-226-9713
