Danny Favela

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  • It's Time to Admit Ignorance in Tech Investments

    By Danny Favela - February 20, 2013 | Tickers: ATVI, AAPL, FB, GOOG, ZNGA

    My regular readers know that my brother's Facebook (NASDAQ: FB) IPO investments were the final straw that motivated my writing.  He knows little of tech and nothing of software development.  There's one important difference, however, that sets apart my brother from some investors I've encountered online: you see, my brother will admit when he is clueless.

    Let's see what we can glean from the investors that more »

  • This Sleeping Giant Tests Your Faith & Investment for True Innovation

    By Danny Favela - November 5, 2012 | Tickers: AAPL, GOOG, MSFT, NTDOY.PK, SNE

    Almost by definition, innovators are overlooked when gauged by sensible and common standards.  Read the signs below to see why counting out Nintendo (NASDAQOTH: NTDOY.PK) will end as a missed opportunity for investors.

    Retailers are Weakening, But…

    Retailers like GameStop and Best Buy are indeed reporting sharply lower traffic lately, but that traffic is apparently buying out all available preorders for the new Wii U console.  You’d think more »

  • 3 Risks Zynga Should Worry About

    By Danny Favela - November 5, 2012 | Tickers: ATVI, EA, FB, ZNGA

    Thanks to tech media buzz, no one has a good excuse to miss the low prices on Zynga (NASDAQ: ZNGA) if it takes off.  There is some shame, however, if you act or neglect without thinking beyond the low price.

    To avoid the embarrassment, let’s examine Zynga's filings and ask: what are the top 3 risks from Zynga’s last 10-K and where do they stand today?

    1 more »

  • This Stock's Discount Ends With its Earnings Report

    By Danny Favela - November 1, 2012 | Tickers: ATVI, FB, ZNGA

    If you've met a college football fan, you're familiar with the fervor with which they support their team.  That excitement can quickly turn sour during a quarter where key plays don't land some impressive points on the scoreboard, though -- and if your team wins?  Bandwagon fans, everywhere!

    Fellow investors and I are rooting for great numbers from Activision Blizzard (NASDAQ: ATVI).  Let's recap the coaches’ strategy more »

  • Google's Edge Explained: The Eric Ries Factor

    By Danny Favela - October 16, 2012 | Tickers: GOOG | Editor's Choice

    If you're like my brother, you're always discovering another mystery in software production yet find yourself bereft of hours for more research.  Not all of us can intimately familiarize ourselves with the project management of high-profile tech companies, no matter how much we want to appease our inner Phillip A. Fisher.

    Luckily, there's a new doctrine being adopted to address a historical ambiguity in software development.  It more »

  • 3 Ways Your Investment's Cash Flows Into the Cloud

    By Danny Favela - September 21, 2012 | Tickers: AMZN, AVID, GOOG, MMUS, RAX

    Sometimes a short glance at the clouds can tell you whether it's a good idea to wear shorts and sandals.  You don't need a sixth sense to judge those dark formations spreading across the landscape at breakneck speeds; it's obvious that an umbrella and coat are in order.

    Why, then, is there always that one fellow or damsel that finds themselves drenched and unprepared for the weather more »

  • Apple Offers Damaging Campaign for Little Over $1B

    By Danny Favela - September 20, 2012 | Tickers: AMZN, AAPL, GOOG, MSFT

    Recent trends against and with the Apple (NASDAQ: AAPL) tide are annoying.  They've made it easy to lose sight of a company inundated with hatred-inspired doomsday prophecies and blind fandom.

    Let's clear the noise.

    Below, you can find three ways that Apple has affected itself to slow its growth pattern.  Yes, you heard that correctly: an Apple hater agrees that Apple is a sound investment.  China is a more »

  • What You Need to Know About Video Games in September

    By Danny Favela - September 10, 2012 | Tickers: ATVI, EA, FB, MSFT, NTDOY.PK

    Ye Olde Game Investors:

    Things are finally cooling down from the summer heat.  Don't complain about a calm scene, though.  This boredom is the perfect opportunity to gauge excitement to come! 

    With a strong contender in the MMO space, a new title from the former undisputed champion, and a silent -- and thus cheap! -- powerhouse making an announcement this month, there's lots to prepare for during this month's more »

  • 3 Ways This Stock is Killed by No Honor Among Thieves

    By Danny Favela - August 30, 2012 | Tickers: AAPL, EA, FB, GOOG, ZNGA

    Ye Olde Playfully Social Investors:

    Tech companies can be expensively frightening.  It's a relatively young industry with everyone claiming to pave the way in terms of revolutionary innovation.  The wary investor and company alike must constantly check over their shoulder to make sure their investment doesn't slip up and that the competition isn't up to harmful hijinks.

    In fact, it's all dangerous fun and games until more »

  • Can This Single Court Case Wipe Out Your Investments?

    By Danny Favela - August 21, 2012 | Tickers: AMZN, AAPL, GOOG, MSFT

    Ye Olde Smartphone & Tablet Investors:

    Apple's (NASDAQ: AAPL) aggressive patent case against Samsung is breaking on the shore in waves, but don't let the splashes distract you too much.  Your eyes should instead be on the subsequent torrents that could wash the beach clean afterward.

    Other Companies at Risk

    If Apple wins the case, the judicial hammer could leave a tsunami in its wake for the major smartphone more »

  • What You Need to Know About Video Games in August

    By Danny Favela - August 6, 2012 | Tickers: ATVI, EA

    Ye Olde Game Investors:

    The heat is surprisingly steady as foliage falls upon the video game chessboard.  While some leaves tastefully decorate the playing field with notes of revenue growth, other players are struck by falling branches that immediately change their monetization game.

    Highlights and Replays

    Despite the aforementioned low-subscription playing field, not all is lost for Electronic Arts Inc. (NASDAQ: EA).  What's the hope for saving one of more »

  • Race: 45 Days to Jump On Google's Disruption of the Internet

    By Danny Favela - July 26, 2012 | Tickers: T, GOOG, S, TWX, VZ

    Quick as a rabbit?  You might already know that Google (NASDAQ: GOOG) put out a website for Google Fiber, a service that has fellow nerds fantasizing about a relocation to Kansas City, Kansas.  With their plans showing prices of $120, $70, and an eyebrow-raising $0 per month, Fiber may already feel like a competitor against grasps of Verizon Communications (NYSE: VZ) and Time Warner (NYSE: TWX) in other cities.

    Jumping more »

  • How Digg Didn't Deliver: Web Propagation

    By Danny Favela - July 21, 2012 | Tickers: AOL, FB, GKNT, GOOG

    Ye Olde Connected Investors:

    Our dear web has seen far more disruption than any literal arachnid's home.  You may have heard of the most recent morsel: Digg (Private), having once stepped into the Google (NASDAQ: GOOG) parlor with a $200M offer, has been sold to Betaworks (Private) for $500K.

    While your friends are scurrying with cries of the next bubble burst -- again -- or worrying that Facebook (NASDAQ: FB) and more »

  • Game Consoles' Sudden Push in Sanity

    By Danny Favela - July 12, 2012 | Tickers: AMZN, AAPL, EA, GOOG, SNE

    Ye Olde Technical Investors:

    We're seeing lots of sensational news today.  A kickstarter has raised over 1 million dollars on its first day that aims to disrupt the very business investors are betting on: the next generation of game consoles.

    Trust the Investors?

    With a title that name-drops as naturally as high school gossip does celebrities, investors are being quoted as saying the iPad is this generation's next more »