Skip to content

Caveat Emptor – Back of the Envelope #5

Ed (@egoodwintx) and I get together to talk about social networking differentiation with G+ and Facebook and the current wave of tech IPOs.

Listen right here:

In addition to clicking play above, you can download the episode directly or subscribe to the Back of the Envelope podcast feed (in iTunes or wherever) to have this episode automatically downloaded for your listening pleasure.

Show Notes

  • G+ vs. Facebook
  • IPOs frenzy – “all of them have a more sound strategy than the original boom.”
  • Buffet don’t know tech (actually he does), Alice Shroder’s book.
  • and the no-PC world
  • What exactly is an IPO in the tech world?
  • “There’s no hope for the little guy” in investing.

Fine Print

Since Ed works in a highly regulated job as a portfolio manager, his lawyers require this exciting disclaimer, which you’ll get to hear my friend Charles Lowell read at the beginning of the episode:

This podcast is for entertainment purposes only. The content and opinions expressed in this podcast are merely the opinions and observations of Mr. Goodwin and Mr. Cote. Michael Cote is a technology analyst who may have conflicts of interest concerning the companies mentioned. Ed Goodwin is an investment adviser to various funds that may have a financial interest in any companies mentioned. This podcast should not be construed as investment advice of any kind. Both Mr. Goodwin and Mr. Cote may be buying or selling any of the securities mentioned at any time; either for themselves or on behalf of clients of theirs. The content herein is intended solely for entertainment purposes only. This podcast is not a solicitation of business; all inquiries will be ignored.

Seriously, don’t rely on this podcast for investment advice. Ever.

Now sit back and enjoy the show.

Disclosure: see the list of RedMonk clients for clients mentioned.

Categories: Back of the Envelope.

Tags: ,