gdp's Comments

Paul Kedrosky: Infectious Greed : Timbits vs RIMbits

Sat, 17 Dec 2011 05:00:04 +0000

Nah, just amusing myself. These moments of mine pass and I find something to grouse about.

Paul Kedrosky: Infectious Greed : US Tax Rates in Three Graphs. Not Boring. Really.

Wed, 14 Dec 2011 00:47:03 +0000

It's usually Chile.

Paul Kedrosky: Infectious Greed : Income Tax Evasion Dynamics

Sat, 3 Dec 2011 23:55:04 +0000

Thanks for the translation. Helpful indeed.

Paul Kedrosky: Infectious Greed : The Trouble with Linkedin

Thu, 1 Dec 2011 21:06:04 +0000

Fair enough. Let's agree that it's a mix of both.�

Paul Kedrosky: Infectious Greed : JP Auclair Street Segment

Thu, 1 Dec 2011 14:49:04 +0000

I like your re-interpretation :-)

Paul Kedrosky: Infectious Greed : Restroom Social Networks

Thu, 1 Dec 2011 05:52:04 +0000

Right. Paper �describe why the same bacterial communities can be found on floor and handle -- the foot phenomenon.

Paul Kedrosky: Infectious Greed : Some Upbeat Microsoft News

Wed, 30 Nov 2011 04:19:03 +0000

Good point, and there is definitely a bunch of that going on. There is also some natural�movement�away from IOS (too controlling), and Android (too�anarchic).

Paul Kedrosky: Infectious Greed : The Trouble with Linkedin

Wed, 30 Nov 2011 01:12:03 +0000

Okay. Because it will eventually have institutional support, or is this some complex argument?

Paul Kedrosky: Infectious Greed : Microsoft, the Bearish Case

Tue, 29 Nov 2011 19:37:04 +0000

Ouch. For more of the same on a Microsoft mobile OS front, read this, which was what helped me into RIMM short a year ago:

http://www.appcelerator.com/company/survey-results/mobile-developer-report-nov-2011/

Paul Kedrosky: Infectious Greed : Microsoft, the Bearish Case

Tue, 29 Nov 2011 18:15:04 +0000

Totally agree. There are things that could turn the tables on Microsoft, and I'd cheerfully be proven wrong. I just don't think the value buyers have it right -- there is a value trap here.

And yes, I had Apple wrong in the late 90s for a while, but a) that's more than a decade ago, and b) I figured out quickly that I was wrong and I changed.

Paul Kedrosky: Infectious Greed : Twitter Digest: 2011-11-27

Mon, 28 Nov 2011 23:45:04 +0000

Thanks. Time has gotten tight, and I'm working on a book project, among other things. Not dead yet tho.

Paul Kedrosky: Infectious Greed : Lemmings

Sat, 26 Nov 2011 00:36:04 +0000

Indeed. The Who in�Cincinnati�debacle has since spawned an entire academic industry in crowd dynamics studies.

Paul Kedrosky: Infectious Greed : Buffett: Aged Companies 'r' Us

Wed, 16 Nov 2011 00:45:03 +0000

Right. We'll call it the Survivor Bias Fund. Sign me up.

Paul Kedrosky: Infectious Greed : Buffett: Aged Companies 'r' Us

Wed, 16 Nov 2011 00:18:03 +0000

Agreed. I made that argument at lunch today with a friend. You could argue that longevity is a way of arbing away company-specific malfeasance risk.

Paul Kedrosky: Infectious Greed : Buffett: Aged Companies 'r' Us

Tue, 15 Nov 2011 18:56:04 +0000

Good point. Apparently that's another screening factor.

Paul Kedrosky: Infectious Greed : Best Buy: The Bulliish Case?

Tue, 8 Nov 2011 00:28:03 +0000

My issue isn't any evasion-based tax differential; my issue is convenience.

Anyway, interesting strategy. Doesn't seem like it could ever happen,
however, which points to the company's plight.

Paul Kedrosky: Infectious Greed : Best Buy: The Bulliish Case?

Mon, 7 Nov 2011 18:52:05 +0000

It's not my exclusive short in this area, and I did look at HGG, but I
like being short at higher market caps than HGG offered.

Paul Kedrosky: Infectious Greed : Urban Dictionary: Ring Rage

Mon, 7 Nov 2011 18:11:03 +0000

That's great -- nicely analogous.

Paul Kedrosky: Infectious Greed : Authors@Google: Steven Pinker

Fri, 4 Nov 2011 23:17:04 +0000

Yes and yes.

Paul Kedrosky: Infectious Greed : WSJ Gets Away from Whole Distracting "News" Thing

Thu, 3 Nov 2011 15:45:04 +0000

It is the site's front page. The subscriber front page is only marginally better.�

This isn't about soundbites. It's about information-free WSJ page design.