Monthly Archives: October 2013

Twitter Sued Ahead of IPO – Cause for Skepticism

Part 2: Why the Twitter pre-IPO lawsuit strikes us as strange. Besides the obvious part that it was filed during an IPO roadshow as if they were angling for quick settlement. We discussed some of the facts reported about the … Continue reading

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Twitter Sued Ahead of IPO For By Firms Claiming They Were Hired to Fraudulently Pump Up Its Valuation

Part I: Some of the reported facts on Twitter pre-IPO lawsuit. There have been several reports that Twitter was sued for $124 million today.  Two financial firms claim that Twitter began a process to sell some shares privately to enhance … Continue reading

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Apple Offshore Cash Horde And U.S. Taxes

Apple’s Offshore Cash targeted by recent SEC comments, showing a renewed focus by U.S. government to target offshore tax shelter strategies. Apple CEO Tim Cook testified before the Senate regarding tax avoidance strategies.  In particular, Apple uses Irish subsidiaries to … Continue reading

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Apple Rises and Falls After Earnings – A Quick Behind the Numbers

Apple rises a little bit after earnings release. A preliminary behind the numbers. As of this writing, Apple closed up 0.74%, but lost 0.84% in after hours trading, following the release of Q4 earnings. Whether this release was good or … Continue reading

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Facebook’s Mobile Push With Acquisition of Onavo

As we have stated many times, the future is mobile. Facebook is showing its commitment to shoring up what had been a huge weakness.     On their blog, Onavo announced that Facebook has agreed to acquire it. Onavo “helps … Continue reading

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Twitter IPO Filing Highlights A Point We’ve Been Making For A While – The Future Is Mobile

Twitter’s disclosures emphasize the fundamental shift in how users consume online media, moving from the desktop to mobile. We have been hammering this theme for a long time. We predicted it before Twitter made its first public IPO filing.Like other … Continue reading

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Warren Buffett Exercises TARP-Era Warrants For Shares Of Goldman Sachs

How to make billions out of nothing. Back in April, we told you how Warren Buffett’s crisis-era deal with Goldman Sachs included warrants to purchase $5 billion worth of shares, and those warrants were amended to provide for net exercise.  … Continue reading

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Initial Reaction To Twitter IPO

I was surprised that they did not go for the dual class share structure that is so popular these days with tech companies.  Google, Facebook, LinkedIn and others have adopted it to maintain control while giving up ownership.

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