If you cannot view the embedded video, follow this link. I joined CNBC’s Capital Connection last night to talk about the changing of the guard at Twitter (TWTR). Dick Costolo is out, and co-founder Jack Dorsey is back in as Twitter CEO. Is this Dorsey’s “Steve Jobs moment?” Well, maybe. Like Dorsey, Jobs was forced...Read More

My open letter prodding Google (GOOGL) to pay a dividend led to a lively debate on Bloomberg TV: If you cannot view the embedded video, follow this link.Read More

I joined CNBC’s Sri Jegarajah last night on Capital Connection to chat about Facebook’s (FB) first-quarter earnings. If you cannot view the embedded video, please follow this link. Overall, a very solid quarter. Revenues were up 42% and 49% after adjusting for currency moves. Perhaps most impressive, given that roughly half the world’s internet-enabled population...Read More

I joined CNBC’s Oriel Morrison last night to chat about the rumors that Google (GOOGL) might be making a move on Twitter (TWTR): If you cannot view the embedded video, please follow this link: Is Google Planning a Twitter Takeover? Insider Monkey had a good write-up of the interview: Google is the only potential suitor...Read More

I joined CNBC Asia’s Street Signs last night to chat about the market’s prospects. By just about any metric you want to choose, U.S. stocks are expensive today. At 26.9, the cyclically-adjusted price/earnings ratio (“CAPE”) is about 62% higher than its historical average. This implies annual returns over the next 7-10 yeras of less than...Read More