In light of the headlines about the arrival of the seven billionth human being somewhere in the world today, and the inevitable hand-wringing over whether we have enough resources to sustain such a population, we thought it was appropriate to revisit some things we have written previously on the subject.Back in 2009, we published a post entitled "The...
Wednesday, October 26, 2011
The corporation as a legal person, the stock market, and other things Occupy Wall Street protesters don't like
While it is impossible to state exactly what everyone associated with the "Occupy" movement is for or against, some general themes are emerging, some of which are captured in the above video. Some of the things that emerge in that video include:against: the concentration of wealth among "the 1%" of rich persons and corporations.against: the concept...
Monday, October 24, 2011
Quick comments from Gerry Frigon, October 24
Here's a little commentary from Gerry Frigon from this morning, discussing the current state of the European situation, earnings season, and this week's GDP report (the advance report for Q3 GDP is due to be released on Thursday).* At the time of publication, the principals of Taylor Frigon Capital Management did not own securities issued by Caterpillar...
Wednesday, October 19, 2011
Another inspired presentation by Mary Meeker
Mary Meeker's presentation at the Web 2.0 Summit on "Internet Trends" given yesterday, October 18, provided a wealth of data and some insightful analysis regarding the direction and speed with which the networked world is moving.We have linked to previous presentations by Mary Meeker on the same subject before (2009 and 2010) and explained that the...
Friday, October 14, 2011
More data says "no recession." So why is everyone so uneasy?
The Census Bureau released their data for estimated monthly sales for retail and food services for the month of September this morning, and the numbers came in much stronger than most economists expected.For the past month or so, many economists and pundits have been growing more and more pessimistic, with many of them declaring that a recession is...
Monday, October 10, 2011
Have you heard of this company? IDXX
In order to explain what kinds of businesses we look for as potential destinations for investment capital, we have published many previous posts describing some of the important criteria. Readers may wish to go back to the series on "Beautiful Growth Companies" (part one, part two, and part three) for some discussion of those criteria, and they may...
Thursday, October 06, 2011
Rest in Peace, Steve Jobs
It is no exaggeration to say that Steve Jobs changed the world and that he was directly responsible for shaping the way we all interact with technology and the way that technology will interact with our lives for years to come -- probably for generations to come.There are many heartfelt and well-written tributes to him on the web today, and they all...
