Don’t Buy The Amazon Kindle Fire HD Hype
By First Adopter: A year ago, right before the original Kindle Fire was launched, there was a media frenzy on how good it was. I actually got excited too, and pre-ordered one. Cloud-accelerated "Silk"...
View ArticleSodaStream Is All Fizzed Out
By First Adopter: I was one of the early SodaStream (SODA) bulls. I wrote thi...
View ArticleGameStop Is The Ultimate Bear Trap
By First Adopter: GameStop (GME) reported their Q1 2014 earnings results Thursday evening. Results were basically in-line during this seasonally light time of year. The company said they had launch...
View ArticlePlayStation Now Pricing Details Lowers The Competitive Threat To GameStop
By First Adopter: One of the key legs of the GameStop bear thesis (GME) was the competitive threat from Sony's upcoming PlayStation Now game streaming service. I've downplayed this risk in the past due...
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