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Tim’s Top Links – 7/3/18

July 3, 2018 by Thomas Mullooly

Simba, it’s the Circle of Life!

Hey there, Tom here filling in for the vacationing Tim this week. Off to a good start, I completely missed yesterday’s post! Here’s what we have been reading and talking about in the halls of Mullooly Asset Management:

Simba, it’s the Circle of Life – if you hang around the industry long enough, the same names keep coming back.  Dell considering going public again: (BI)
http://www.businessinsider.com/michael-dell-no-plans-to-merge-soon-to-be-public-dell-with-vmware-2018-7

Perfection is not just the enemy of the good. It’s the enemy of the “ship date.” We wrestle with technology changes ALL the time at MAM, you might too: (Fred Wilson, AVC)
https://avc.com/2018/07/the-final-push/

It’s nearly Independence Day. You know what that means? Wimbledon! Here’s the latest:
http://www.wimbledon.com/index.html

Justin Castelli’s rundown of EBI West: (All About Your Benjamins)
http://allaboutyourbenjamins.com/investing/ebi-west-rundown/

Of course, you should have listened to Justin’s “one question podcast” by now: (AAYB podcast)
http://allaboutyourbenjamins.com/aaybpodcasts/benjamins-podcast-ep-018-project-one-question-ebi-west/

In the UK, they’re concerned about the beer: (Bloomberg)
https://www.bloomberg.com/news/articles/2018-07-03/from-beer-to-pigs-europe-s-food-chain-is-hit-by-co2-crisis

Heads up and be careful – this may be coming to an ATM near you: (Bloomberg)
https://www.bloomberg.com/news/articles/2018-07-02/atm-thieves-hit-the-jackpot

Hedge funds, predatory lending.  Put them together and it’s not cool: (The Irrelevant Investor)
http://theirrelevantinvestor.com/2018/07/02/the-sharks-are-circling/

Don’t Answer the Phone. It’s not for you anyway: (WSJ)
https://www.wsj.com/articles/why-there-are-so-many-robocalls-heres-what-you-can-do-about-them-1530610203?mod=hp_lead_pos5

Frank Abagnale (subject of the movie “Catch Me if You Can”) gave a talk at Google last fall. It’s a long video. The first half recaps his story. The second half Q&A gets into some VERY interesting security questions for today. This link brings you right to the Q&A: https://youtu.be/vsMydMDi3rI?t=1673

And it wouldn’t hurt to follow some of these guys on Twitter too:
Michael Batnick:  https://twitter.com/michaelbatnick
Justin Castelli:  https://twitter.com/jus10castelli
Fred Wilson, AVC:  https://twitter.com/fredwilson

Tims Top Links

 

 

 

 

 

 

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About Thomas Mullooly

Thomas Mullooly is owner and founder of Mullooly Asset Management, Inc. In 2002 Tom opened Mullooly Asset Management, a fee-only investment advisory firm. As an investment advisor, and not a broker, Tom works strictly for his clients. With the help of point and figure charting, Tom builds a realistic game plan for clients.

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Wall Township, NJ 07719

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The information on this website and blog do not involve the rendering of personalized investment advice. A professional advisor should be consulted before implementing any of the options presented. None of the content contained in this website should be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.

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