Richard Birecki

All Posts

  • Apple Hits the Brakes on the Google Express

    By Richard Birecki - June 25, 2012 | Tickers: AAPL, FB, GOOG, MSFT, YELP

    For the past couple years, Google (NASDAQ: GOOG) has been my favorite company. My life was completely Googlefied after I purchased an Android phone. I got a Gmail account, started using the Google search engine 100% of the time, calendar by Google, and when Google dropped below $500 a share I promptly purchase the stock.

    Since then I have been Google’s biggest proponent and bull, having extended my personal more »

  • Gold Wars: Gollum Mocks the Oracle of Omaha

    By Richard Birecki - June 21, 2012 | Tickers: BRK-B, BRK-A

    Warren Buffet and partner Charlie Munger, the world’s greatest investors over the last 40 + years, have never been big fans of gold. In fact, the Oracle of Omaha devoted ten paragraphs of his latest letter to Berkshire Hathaway  (NYSE: BRK-A) (NYSE: BRK-B)shareholders to mocking Gold Bugs. Here is an excerpt.

    “Today the world’s gold stock is about 170,000 metric tons. If all of this gold were more »

  • GameStop is Next on the Internet Guillotine

    By Richard Birecki - June 19, 2012 | Tickers: GME

    In five years, GameStop (NYSE: GME) will not exist. Remember Tower Records, that huge behemoth of a record distribution service?  Neither do I -- I read about it in an ancient history book.  GameStop is headed toward a parallel fate.

    The company is a favorite amongst short sellers, being the number one shorted stock in the S&P 500 earlier this year. I'll describe why, with a cherry on top more »

  • Microsoft's Live Grenade in The Tablet Wars

    By Richard Birecki - June 18, 2012 | Tickers: AAPL, GOOG, MSFT

    What is Microsoft (NASDAQ: MSFT) thinking?  I recently read a column which stated that Microsoft intends to charge device makers $85 dollars for their Windows 8 tablet software which essentially matches the price Microsoft expects to receive for a version of the software designed for the PC, except the tablet software will come with limitations, including the inability to run Windows 7, and fewer security features.

    This tells me one more »

  • Germans to Repay 1% of Their Debt- How to Set Yourself Up for Inflation

    By Richard Birecki - June 15, 2012 | Tickers: ADM, BRFS, CVX, XOM, WMT

    Accumulated worldwide debt will soon be weighing heavily upon global stock markets. Europe right now is facing a tidal wave of debt, and the Germans don't have enough fingers to plug all the holes in the dike.
    Meanwhile, over in the United States, Congress will soon be pressed into raising the debt ceiling (again), which last year, with Republicans in a temporary revolt against the lift, helped fill the more »

  • Can Apple Extend Dominance Into Smart Payments?

    By Richard Birecki - June 11, 2012 | Tickers: AAPL, GOOG

    According to a NY Times column, Apple (NASDAQ: AAPL) has 400 million (America *1.3) credit card numbers in its databases from its ITune store. That’s a mind-boggling number of cards, and demonstrates not only the success of ITunes, but the ultimate power of the Apple ecosystem which Google (NASDAQ: GOOG) is doing its best to model.

    As you probably know, from reading about/using Google Wallet, Google is more »

  • Mobile Centric World- Who Wins? Apple, Facebook or Yahoo!

    By Richard Birecki - June 5, 2012 | Tickers: AAPL, FB, GOOG, YHOO

    I recently penned a column wondering what the world would be like if we were to cut broadband access, and began accessing the Internet solely from mobile devices. The reason behind these thoughts were because Google (NASDAQ: GOOG) represents a good chunk of my portfolio, and I love to play devil’s advocate to see what new paradigms or competition might be looming.

    --- Video: Facebook, Apple, or Yahoo Who Wins more »

  • Patent Trolls- The "Cosa Nostra" of Modern Business

    By Richard Birecki - June 1, 2012 | Tickers: AAPL, GOOG, MSFT, ORCL

    I recently read a column stating that the Google (NASDAQ: GOOG)vs. Oracle (NYSE: ORCL)Java/Android trial has cost in excess of 50 million dollars. I understand the value of protecting intellectual property. The IP and patent laws originally were created to help protect and aid the process of innovation, to prevent some massive company, at least in theory, from coming along and stealing the hard work and ideas more »

  • POP Goes the Big Bubble - Student Loans

    By Richard Birecki - June 1, 2012 | Tickers: BAC, C, JPM, USB, WFC

    I was listening to a podcast Tuesday about the state of the job market, and the commentators started lamenting the fact that so many new college graduates are unable to find employment.  Meanwhile, tuition costs continue to accelerate upwards, and student loan payments are ballooning.  They cited a figure that young people owe upwards of a trillion dollars to lenders, for student loans that are super easy to get. Meanwhile more »

  • The Battle to Turn Mobile Into Cash: Envisioning a Cell Phone Only World:Part II

    By Richard Birecki - May 31, 2012 | Tickers: AMZN, GOOG, NFLX, OUTR, WMT

    In my last column, I played Devil’s Advocate and tried to imagine a world where the primary way to access the Internet was via your mobile phone. As a Google investor, I wanted to look at the downside of a smart-phone only world, and invited you, the reader, to submit your thoughts on the subject of the future of Internet access, and again, I invite you to express your more »
  • The Battle to Turn Mobile into Cash- Part I

    By Richard Birecki - May 30, 2012 | Tickers: AAPL, FB, GOOG, MSFT, YHOO

    I have been a major advocate of Google (NASDAQ: GOOG), having fallen in love with their line of products, and been very bullish on the stock which I have been long since $490 a share. Now, my friends and readers, I need your help- I want to start a discussion, whether the heart of my portfolio, and the other web successes of the last two decades will be around five more »
  • The Facebook IPO: Borderline Criminal?

    By Richard Birecki - May 24, 2012 | Tickers: FB, GOOG

    Okay, let me give you a bit brief rundown of what took place during the Facebook (NASDAQ: FB) IPO and not only why it matters to common investors, but also why it might affect Facebook’s business.

    Here’s what took place. During the company’s road show, a Facebook exec verbally told underwriters and institutional investors that Facebook’s second-quarter and full-year earnings would be weaker than expected.  Basically more »

  • Investors' Facebook Quandry- Buy or Run Away

    By Richard Birecki - May 23, 2012 | Tickers: FB, GOOG

    Let's "face" it, you use Facebook (NASDAQ: FB), your friends use Facebook, the whole world uses Facebook and a lot of us are thinking about buying the newly issued stock of this company we are so familiar with. I have had at least 5 friends ask me privately for my opinion, so I'm going to: reply-all.

    What’s Facebook’s #1 goal? Grow their already huge base of more »

  • The Apple Falls - Stocks Face Massive Headwinds

    By Richard Birecki - May 22, 2012 | Tickers: AAPL, GOOG, JPM, PG, WMT

    The sky is falling, along with the even more unthinkable, Apple (NASDAQ: AAPL). With JPMorgan's (NYSE: JPM) two, no wait make that three billion dollar loss (and counting) there will rightfully be increased fear raging through the markets, as to whether the unnecessary risks they took may lead to bigger losses, and what other banks have similar exposure.

    Here’s what’s interesting about JP Morgan's bets, they more »

  • IBuy Droids- IRobot

    By Richard Birecki - May 22, 2012 | Tickers: GOOG, IRBT

    A few weeks ago, I wrote a column predicting that robots would be the new .com wave of investing, and we would see big run-ups in share prices as they become ubiquitous in our everyday lives, making us more efficient, and giving us more free time.

    The self-driving car running on Google (NASDAQ: GOOG) software for example, is already being tested on roads in Nevada (where the worst that will more »

  • Big Banks Prized Deal with the Devil

    By Richard Birecki - May 21, 2012 | Tickers: BAC, C, JPM, NES.DL, WFC

    In case you're not aware, JP Morgan (NYSE: JPM) announced they had lost two Bills (billion) last week, sending the stock, and that of other banks spiraling downwards. JP Morgan and their CEO Jamie Dimon, who were the fiercest critics of the Volcker Rule which was designed to prevent commercial banks which citizens entrust with their hard earned money to use these deposits for trading and hedges, and with more »

  • JP Morgan's Gambling Problem- Time to Pay-up

    By Richard Birecki - May 15, 2012 | Tickers: BAC, C, JPM, NES.DL, WFC

    Charlie Munger, of Berkshire Hathaway recently gave an interview on CNBC, and when asked about Michael Lewis, an author who chronicled the financial meltdown of 2008, who said more needed to be done to help heal the ills of Wall Street, and that the Volker rule was insufficient, Munger replied, "The majority of what was wrong has not been fixed. The Volker rule is not enough. If I was making more »

  • Yahoo SOS- (Sell our Selves) Google Drowning Us

    By Richard Birecki - May 14, 2012 | Tickers: GOOG, MSFT, YHOO

    Suppose you and I are on some low-lying islands in the Pacific, and I told you, "You know Global Warming is going to have your whole island under water within two years."
    "Yeah, yeah, I know," you respond. "We all know about global warming.
    "No, you didn't listen to me. The speed at which of a Huge nearby glaciers is speeding algorithmically, which will singularly affect your cash cow more »

  • RedBox- The Dinosaur will be Washed Away by Streaming

    By Richard Birecki - May 14, 2012 | Tickers: AMZN, DISH, MSFT, NFLX, OUTR

    "Ain't giving up my vinyl records, for the new dangfangled CD's. Besides, CD Players cost too much, I like my records just fine."

    "MP3's??"

    "The idea that my grandfather will ever have a DVD player is a joke. He's still using Betamax."

    "I'll always shoot on film, the image quality is superior, and will always be so."

    Throughout human history, new technology has been met more »

  • Berkshire's Charlie Munger on GM, Politics, and High Frequency Trading (Part II)

    By Richard Birecki - May 11, 2012 | Tickers: BRK-B, BRK-A, GM

    This part II of dissecting Charlie Munger of Berkshire Hathaway's (NYSE: BRK-B) (NYSE: BRK-A) thoughts- if you missed Part I- click here

    I am translating what he says into speak easy for investors and also, in an effort to attract a wider audience, jocks. 

    On Generating Profits by Growth versus Savings

    Munger: People running corporations prefer to expand via growth. They want to build new plants based on anticipated more »

  • Page 1 of 3