Credit Writedowns » Technology

On JPM’s Dimon’s still unassailable position and Facebook as the new Yahoo

Edward Harrison — Wed, 16 May 2012 19:30:42 +0000

I spoke to Paul Waldie and Brian Milner of the Globe & Mail on BNN's headline on Monday. The big story was JPMorgan Chase and the London Whale trades. JPMorgan Chase's CEO Jamie Dimon, as the leading lobbyists for the hands-off regulatory approach for US banks, has become a lightning rod for criticism of too big to fail banks in the US. Even so, I think it's unlikely that Dimon will be forced out of his position. We also talked about Yahoo and the oversubscribed Facebook IPO. They are going to have to execute really, really well to justify the IPO valuation

Credit Writedowns Pro is live. Sign up today for premium content.
On JPM’s Dimon’s still unassailable position and Facebook as the new Yahoo originally appeared on Credit Writedowns

Links: RSS - Daily - Weekly - Twitter - Facebook - Contact
Credit Writedowns Feed # abf0d081857b85fe6be494728740a4f1

Related Posts No related posts.

[Premium] More on Apple’s Fantastic Quarter

Edward Harrison — Wed, 25 Apr 2012 11:50:46 +0000

A brief note on why Apple did so well this quarter

Credit Writedowns Pro is live. Sign up today for premium content.
[Premium] More on Apple’s Fantastic Quarter originally appeared on Credit Writedowns

Links: RSS - Daily - Weekly - Twitter - Facebook - Contact
Credit Writedowns Feed # abf0d081857b85fe6be494728740a4f1

Related Posts

Input Costs of the iPhone 13 Oct 2011
[Premium] Apple almost gets its whisper number 24 Apr 2012
[Premuim] What to expect from Apple’s earnings 24 Apr 2012

[Premium] Apple almost gets its whisper number

Edward Harrison — Tue, 24 Apr 2012 21:18:33 +0000

This is just an update to this morning's post. The numbers were profit of $12.30 a share ($11.62 billion), up from $6.40 a share ($5.98 billion) last year

Credit Writedowns Pro is live. Sign up today for premium content.
[Premium] Apple almost gets its whisper number originally appeared on Credit Writedowns

Links: RSS - Daily - Weekly - Twitter - Facebook - Contact
Credit Writedowns Feed # abf0d081857b85fe6be494728740a4f1

Related Posts

[Premuim] What to expect from Apple’s earnings 24 Apr 2012
Apple Closes Over $400 16 Sep 2011
Android gaining momentum on Apple’s iPhone 14 Oct 2009

[Premuim] What to expect from Apple’s earnings

Edward Harrison — Tue, 24 Apr 2012 12:00:24 +0000

Apple reports earnings after the close of business today. This will be a closely watched report. Here are the things to look for

Credit Writedowns Pro is live. Sign up today for premium content.
[Premuim] What to expect from Apple’s earnings originally appeared on Credit Writedowns

Links: RSS - Daily - Weekly - Twitter - Facebook - Contact
Credit Writedowns Feed # abf0d081857b85fe6be494728740a4f1

Related Posts

Input Costs of the iPhone 13 Oct 2011
Chart of the Day: Earnings Growth 9 Apr 2012
Is Apple Ripe to Pick for a Short? 3 Jun 2010

Facebook Snaps a $1-Billion Photo

Casey Research — Thu, 19 Apr 2012 18:51:17 +0000

"What made Instagram worth $1 billion to Facebook?" When asked this question recently, I responded with an immediate, "Nothing." I'm not usually so terse or emphatic with my answers, as any longtime reader knows. But in this case, there really was nothing inherently valuable inside Instagram that made them worth the unbelievable sum Facebook agreed to pay. Yet they did it anyway. Clearly, there's something missing from a traditional valuation analysis here

Credit Writedowns Pro is live. Sign up today for premium content.
Facebook Snaps a $1-Billion Photo originally appeared on Credit Writedowns

Links: RSS - Daily - Weekly - Twitter - Facebook - Contact
Credit Writedowns Feed # abf0d081857b85fe6be494728740a4f1

Related Posts

Mark Zuckerberg Makes The Case For Facebook at D8 3 Jun 2010
The Future of Facebook 19 Oct 2010
Kedrosky Sees No Bubble, Facebook Value Could Go Higher 19 Feb 2011

Video: The Transparent Factory

Edward Harrison — Mon, 16 Apr 2012 20:27:37 +0000

I thought I would mix it up a bit with this clip of a Volkswagen factory in Dresden, Germany. The factory is very cool

Credit Writedowns Pro is live. Sign up today for premium content.
Video: The Transparent Factory originally appeared on Credit Writedowns

Links: RSS - Daily - Weekly - Twitter - Facebook - Contact
Credit Writedowns Feed # abf0d081857b85fe6be494728740a4f1

Related Posts No related posts.

Leveraged Populists

Frederick Sheehan — Tue, 21 Feb 2012 15:00:00 +0000

The latest deals bring to mind the days of mega mergers and technology stocks of days gone by

Credit Writedowns Pro is live. Sign up today for premium content.
Leveraged Populists originally appeared on Credit Writedowns

Links: RSS - Daily - Weekly - Twitter - Facebook - Contact
Credit Writedowns Feed # abf0d081857b85fe6be494728740a4f1

Related Posts

Greenspan Confirms the Fed’s Highly Leveraged Fix 19 Jan 2011

[Premium] AT&T raising charges by 33%

Edward Harrison — Thu, 19 Jan 2012 13:13:06 +0000

This is not an opinion on AT&T stock since AT&T benefits from a monopoly status in fixed line and oligopoly status in mobile telecom. But I did want to briefly flag something regarding the telecom industry and M&

Credit Writedowns Pro is live. Sign up today for premium content.
[Premium] AT&T raising charges by 33% originally appeared on Credit Writedowns

Links: RSS - Daily - Weekly - Twitter - Facebook - Contact
Credit Writedowns Feed # abf0d081857b85fe6be494728740a4f1

Related Posts

Why Nokia and Microsoft are getting together 11 Feb 2011

Fear Factory: Jon Stewart on Foxconn

Edward Harrison — Tue, 17 Jan 2012 18:00:01 +0000

This is grim. Bill Black has the analysis; he thinks this is a criminogenic environment of control frauds

Credit Writedowns Pro is live. Sign up today for premium content.
Fear Factory: Jon Stewart on Foxconn originally appeared on Credit Writedowns

Links: RSS - Daily - Weekly - Twitter - Facebook - Contact
Credit Writedowns Feed # abf0d081857b85fe6be494728740a4f1

Related Posts

Input Costs of the iPhone 13 Oct 2011
Jon Stewart on Warren Buffett and the Class Warfare meme 20 Aug 2011
Jon Stewart’s indictment of CNBC 13 Mar 2009

Anti-employee Control Fraud

William Black — Tue, 17 Jan 2012 16:00:27 +0000

Apple has released a report on working conditions in its suppliers’ factories. It highlights a form of control fraud that criminology has identified but rarely discussed. I write overwhelmingly about accounting control fraud because it drives our recurrent, intensifying financial crises. The primary intended victims of accounting control frauds are the shareholders and the creditors. Other private sector control frauds target customers (e.g., George Akerlof’s 1970 article on “lemons”), and the public (e.g., the unlawful disposal of toxic waste, illegal logging, and tax fraud)

Credit Writedowns Pro is live. Sign up today for premium content.
Anti-employee Control Fraud originally appeared on Credit Writedowns

Links: RSS - Daily - Weekly - Twitter - Facebook - Contact
Credit Writedowns Feed # abf0d081857b85fe6be494728740a4f1

Related Posts

The FHFA Complaints and Control Fraud 7 Sep 2011
Cash Incentives for Whistleblowers of Control Fraud 27 Dec 2010
Two Billion Dollars Lost because the FDIC Ignored United Commercial Bank’s Frauds 18 Oct 2011