eBay
IMS Health – Think Longer-term
IMS Health (RX) did not have a spectacular quarter to put it mildly. Revenue decline (on constant currency basis) accelerated to 4% from a 2% decline last quarter.
Audio Interview with Chuck Jaffe at MarketWatch
I had a fun radio/podcast interview today with Chuck Jaffe at MarketWatch, we “played” hold it or fold it with some of the stocks we own.
Forbes Video Interview: Dotcom portfolio
I was interviewed by Forbes in early October. I discussed my favorite "dotcom" portfolio of stocks.
