BloggingStocks http://www.bloggingstocks.com BloggingStocks http://www.blogsmithmedia.com/http://www.bloggingstocks.com/media/feedlogo.gif BloggingStocks http://www.bloggingstocks.com en-us Copyright 2012 Weblogs, Inc. The contents of this feed are available for non-commercial use only. Blogsmith http://www.blogsmith.com/<![CDATA[James Altucher vs. Fred Wilson: Differing views on Internet investing]]>http://www.bloggingstocks.com/2009/07/20/james-altucher-vs-fred-wilson-differing-views-on-internet-inve/http://www.bloggingstocks.com/2009/07/20/james-altucher-vs-fred-wilson-differing-views-on-internet-inve/http://www.bloggingstocks.com/2009/07/20/james-altucher-vs-fred-wilson-differing-views-on-internet-inve/#commentsFiled under: , , , , , , , , ,

This weekend, financial writer and investor James Altucher published a controversial article, The Internet Is Dead (As An Investment), igniting a debate in the financial blogosphere by saying "...run for the hills when it comes to advising clients to invest in the Internet. The days of infinite margins, 1,000% productivity gains and growth of market throughout the universe are long over. Internet companies now should be treated, at best, like utility companies that get bought at about 10 times earnings and sold at 13 times earnings."

It's an interesting point of view from someone so heavily invested in this space. (Altucher is an investor and partner in Social Leverage that funds Web businesses including Bit.ly, Stocktwits, Tweetdeck and Ticketfly)

Fred Wilson responded on his blog with a post entitled, The Internet Is Alive And Well (As An Investment)
saying "We (my partners and I at Union Square Ventures) think the Internet is one of those transformative technologies that changes everything."

Continue reading James Altucher vs. Fred Wilson: Differing views on Internet investing

James Altucher vs. Fred Wilson: Differing views on Internet investing originally appeared on BloggingStocks on Mon, 20 Jul 2009 12:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>altucherinternet investingInternetInvestingwilsonMon, 20 Jul 2009 12:40:00 EST<![CDATA[Forget the Earthlink report, buy for the 'free options']]>http://www.bloggingstocks.com/2007/07/24/forget-the-earthlink-report-buy-for-the-free-options/http://www.bloggingstocks.com/2007/07/24/forget-the-earthlink-report-buy-for-the-free-options/http://www.bloggingstocks.com/2007/07/24/forget-the-earthlink-report-buy-for-the-free-options/#commentsFiled under: , , ,

Earthlink, Inc. (NASDAQ: ELNK) is a dial-up and broadband provider that has been stuck in the mud for the last year. Although Wall Street's focus this week will be on the company's earnings, due out before the bell Thursday, I think you, the individual investor, need to focus on the long-term perspective on this stock.

While I'm not saying that Earthlink is going to have a bad quarter (I simply don't have enough insight into this quarter), I'm arguing that Earthlink's long-term potential easily trumps any short-term opportunity in the stock.

Basically, the company is losing subscribers every quarter for its dial-up business, a business that is clearly technologically inferior to broadband and other new internet connection offerings. But the company is adding voice and "PeoplePC" subscribers every quarter. For those unfamiliar with PeoplePC, it is a discount dial-up service with speeds 5x as fast as normal dial-up. This product is very popular in lower- to middle-class families who want an upgrade from dial-up but don't want to pay broadband prices. Lastly, the company offers municipal wireless services.

Continue reading Forget the Earthlink report, buy for the 'free options'

Forget the Earthlink report, buy for the 'free options' originally appeared on BloggingStocks on Tue, 24 Jul 2007 19:56:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AltucherEarthlinkELNKHelioKEYNKeynoteTime arbitrageTimeArbitrageValue Investor InsightValueInvestorInsightTue, 24 Jul 2007 19:56:00 EST