The Case for Non-Consensus Active Investing

“Research is a quest for truth, not a confirmation of predetermined beliefs that we have concluded to be true. It must be conducted without an agenda. You should not care what truth will be revealed, as long as your process

The Investor’s Guide to Amazon’s Kindle 3

Many readers will relate to this scenario: The printer is hard at work producing a 100+ page SEC Filing when the room becomes strangely silent. Surely not enough time has passed to signal a completion of the job? Sure enough, the printer has run out of paper, depleted its toner, or may even require a new drum unit. The only positive aspect of the breakdown is that fewer fine particles of indoor air pollution are being produced, at least for the moment. Surely there must be a better way? We think there is: The Kindle 3 from Amazon.com. Read this article for more details.

Investors Price In Failure of Windows Phone 7 Rollout

We have outlined the bullish case for Microsoft based on the depressed valuation of the shares, positive recent financial results, and expected strong results this fiscal year due to a corporate refresh cycle that will take advantage of Windows 7 and Office 2010 after a period in which upgrades were delayed due to both real and perceived shortcomings in the Windows Vista operating system. However, despite attractive fundamentals, the market is currently focused on smart phones and appears to be assuming that Microsoft’s new operating system will utterly fail to gain any meaningful share from Apple’s iPhone or Google’s Android operating system. Is this negative sentiment warranted or a potential opportunity for long term investors?

Can Apple’s iPad Make Laptops Unnecessary?

One of the key questions that will determine the future success of many companies involves whether tablet computers such as the iPad can really threaten laptops. Are tablet computers a complementary device or a true substitute for the traditional laptop computer? Read this article for a video and more commentary.

Amazon’s New Kindle: Priced as an iPad Accessory?

Rapid price deflation in the market for dedicated e-readers continued today as Amazon unveiled a new generation of its Kindle e-reader device. While the new Kindle features better e-ink technology and is smaller than the version it replaces, the most notable change is yet another cut in price. Amazon has introduced a Wi-Fi only device for $139 with the 3G wireless device remaining at $189. This comes only weeks after Amazon cut the price of the current Kindle version from $259 to $189 and announced that e-book unit sales now exceed hardcover sales. Read this article for more details.

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