Yahoo Mayer

Hot Seat: Innovate Or Die Time For Yahoo’s Mayer

Marissa Mayer’s idea of innovation leaves much to be desired. As you’ll see in a moment, she’s driving the wrong numbers higher. And yes, there’s a direct tie-in to our investment approach. [more]

Imageware Short Thesis

4 Silly Things Shorts Will Say About Imageware

Given a 50% run-up in one month’s time, a short attack on Imageware Systems is inevitable. Instead of waiting for it to hit, here are the most likely arguments, including a few downright laughable ones. [more]