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

Jeff Reeves at The Slant did a write-up on Facebook ($FB) and GSV Capital ($GSVC) that featured some comments from my last newsletter: You’ve heard of Facebook, but you’ve probably never heard of GSV Capital. But if I told you GSV Capital is a major Facebook investor gapped up almost 50% in the last month, you’re...Read More

Last week, I suggested that Microsoft ($MSFT) would be the ultimate winner in the long war for dominance of the smartphone and tablet markets. Though Apple ($AAPL) dominates today, it has no real defensible “moats” that would prevent an aggressive competitor from muscling in on its turf.  Consumers are notoriously fickle, and there is little...Read More