Internet

WTF

David Isenberg is calling for an bottom-up face-to-face meeting to discuss the end of telephony, about end-to-end principles, smart people, dumb companies, etc etc. Please drop him an email if you are interested.

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Investments

2003 Performance

2003 is a pretty good year for me. There was quite a few stocks which is quite badly beaten in the poor market sentiment despite their fundamentals. For example, I picked up Crayfish (email outsourcing company) for 60cent on a dollar just on their cash value alone and made over 100% profit when they annouce […]

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