David BlueThe Fallacy of the Low Interest Rate ArgumentA favorite and frequently repeated mantra of the CNBC set and the mainstream financial media is that with interest rates at record lows…Jan 21, 2021Jan 21, 2021
David BlueZoom Communications: The Blackberry of 2020 / 2021Zoom (ZM), which is nonsensically but characteristically up over 10% following the announcement that it would dilute existing shareholders…Jan 13, 2021Jan 13, 2021
David BlueTech Stock Analysts: In-Depth Researchers, Fortune Tellers Employed by Banks, or Market Conformists?Every single morning there’s a new article about the Robinhood boogeymen and their social media boiler rooms, which are supposedly…Jan 12, 2021Jan 12, 2021
David BlueA Word From Your Friendly Neighborhood Tech CEOHi, it’s your friendly neighborhood tech CEO here, reminding you to give yourself a gift this #GivingTuesday: buy stock in my company.Dec 1, 2020Dec 1, 2020
David BlueNext stop….40,000!Did you hear the good news? The Dow topped 30,000 for the first time EVER and is having its best month since 1987! What a great day for…Nov 25, 2020Nov 25, 2020
David BlueThe tech stock party looks like fun; thanks for inviting meI wish I could join the tech stock party. Everybody’s talking about it, and it looks like so much fun. I don’t get invited to many fun…Sep 2, 2020Sep 2, 2020
David BlueReducing Pollution from Restaurant Delivery: Cities Need to Step UpStewardship of a sustainable solution would create jobs and generate investmentAug 6, 2020Aug 6, 2020
David BlueDear Wall Street Analysts: Please Stop Upgrading Overhyped Tech StocksWall Street’s sell-side technology analysts are pouring gas on the technology stock bonfire, but it’s going to be the rest of us who get…Jun 22, 2020Jun 22, 2020
David BlueTech Stock Valuations, COVID-19, and The Efficient Markets Hypothesis: Enough AlreadyEither the markets are efficient, or as I prefer to think, we are in the middle of a Greater Fool cycle in technology stocks.Jun 3, 2020Jun 3, 2020
David BlueDocuSign: Misinterpreting the Meaning of “Antifragility” During COVID-19Over the past month, speculative investors looking for COVID-19 proof opportunities have bid up the price of DocuSign’s shares to all-time…May 4, 2020May 4, 2020