John Fisher

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  • Dell and a Tale of Two Mobile Stock Baskets

    By John Fisher - February 5, 2013 | Tickers: BIDU, DELL, GOOG, KEYN, MM, QIHU, YHOO, ZAGG

    It's kind of sad to see Dell (NASDAQ: DELL) being taken private and like an elephant, leaving the pack of public hardware and software companies, to go die in the forest alone and away from its companions that would otherwise stand in a circle around it, mourning it, until it finally expires.

    This is what's happening to some of the old pillars of the Internet renaissance such as more »

  • 6 Mobile Companies On The Move

    By John Fisher - January 14, 2013 | Tickers: ADBE, BCOV, FB, MM

    As smartphones and tablets rapidly replace desktop computers as the most popular means of accessing and interacting with complex data, apps are quickly replacing websites as the portals to this data.  The companies that are focused on building the underlying infrastructure for the next generation of app development stand to benefit enormously from this revolution.  There are obviously several categories of these companies: Companies that build the tools which enable more »

  • Hidden Value Plays in Mobile & Search

    By John Fisher - January 11, 2013 | Tickers: AAPL, AVG, FB, GOOG, IBM, MSFT

    As we know mobile apps have become the focus of consumers using mobile devices such as smartphones and tablets. Companies like Google (NASDAQ: GOOG) and Apple (NASDAQ: AAPL) have also made it their focus as they battle for control of the Mobile Internet. Now there is a big underdog making its way to the battlefield named Microsoft (NASDAQ: MSFT) which has partnered with small innovative mobile app search companies. Lets more »

  • Mobile Gold: Top Stocks in Mobile and Search

    By John Fisher - December 21, 2012 | Tickers: AAPL, AVG, BCOV, GOOG, MSFT

    Mimvi is a mobile-first pure play discovery engine and search engine that helps people find and discover mobile apps related to their daily lives. As we know mobile apps have become the focus of consumers using mobile devices such as smartphones and tablets. Companies like Google (NASDAQ: GOOG) and Apple (NASDAQ: AAPL) have also made it their focus as they battle for control of the Mobile Internet. Now there is more »

  • These Stocks are Set to be Systemically Rewarded by Mobile

    By John Fisher - September 4, 2012 | Tickers: AAPL, BIDU, FB, GOOG, MSFT, MM, QIHU, YNDX, ZAGG

    As market participants, we usually talk about systemic risk but rarely talk about systemic reward. We can consider systemic reward as the potential for massive growth and construction of new revenue and innovation for a particular sector that is largely unanticipated.

    Mobile has taken many by surprise as mobile apps have become the new 'websites' and mobile devices the new 'laptops'. Some companies such as Apple (NASDAQ: AAPL) and Google more »