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News: Web Value Investor


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Web Value Investor

Short Apple & Long RIM: The Tech Pair Trade of the Decade

So far the only comment on my post about going long RIM is “good luck with that”. So far so good there. My pet quip about value investing is that your investing thesis looks good if it passes what I call the “double idiot test”. That is, you get called an idiot for buying, and [...] Continue reading


Web Value Investor

I am now long RIM

Actually I’ve been long Research In Motion for a few weeks now, I started writing this post at the time but forgot to publish it until tonight when somebody commented on my earlier “Ultimate Buy Signal for RIM?” post. Since that post I have been happy to see that there is still no mainstream optimism [...] Continue reading


Web Value Investor

Breaking News: .pro domain spotted in the wild

I think I would have an easier time believing it if I had just seen a UFO or sasquatch, but today I actually saw a real live .PRO domain in the real world. It was weird, you know that feeling you get when your eyes are plainly relaying information to your brain but your mind [...] Continue reading


Web Value Investor

Ultimate Buy Signal for RIM?

I have long since thought that RIM was going through an unprecedented bout of negativity which has had it on my “watch list” for months. Contrarians love this type of stock, John Templeton always tried to “buy at the point of maximum pessimism” (there is a good book by that title, and you may also [...] Continue reading


Web Value Investor

Tucows also surges on Demand Media news

Tucows has been on a tear lately, up about 55% since my last article “Are Domaining Stocks About to Break Out” a little over a month ago. After taking a bit of a breather the last couple weeks it got some renewed energy today on what I am assuming are run-off speculations that after the [...] Continue reading


Web Value Investor

Are Domaining Stocks Breaking Out?

I was planning on writing a post for awhile on how a nice domaining pair trade would be “long Tucows / short Demand Media”, but when I looked at the charts, it didn’t look like such a good pair trade any more. I know, value investors don’t “do charts” and eschew technical analysis, but even [...] Continue reading


Web Value Investor

How SOPA Will Destroy The Internet

As you read this, please keep in mind that I say it all with a track record nearly 14 years of being proactive and having a zero-tolerance policy toward criminal activity and network abuse on the easyDNS system. We have great relationships with Law Enforcement Agencies both here in Canada and abroad. We are always [...] Continue reading



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