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?

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