The Position Makers

On behalf of the authors of PositionMakers.com, we wish you have a happy new year in 2008. It will be an interesting year without a doubt.
HAPPY NEW YEAR!!!
Be safe.
PositionMakers.com

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malcolm gladwell has a great post about the difference between a “mystery” and a “puzzle” and the financial collapse of [has-been] juggernaut enron. (i found this by hopping from A VC to UnionSquareVentures, both excellent sites).
reading gladwell’s account of enron’s unraveling was extremely telling of the value of understanding financial statements and the subsequent […]

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We think Adobe Systems (ADBE; $42), which carries a buy recommendation, will continue to benefit from a well received product launch, with significant future potential to benefit from the growth of rich Internet applications and mobile media.

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Well guys… I have been away for a while on break. I have had a few moments here and there to check on our blog and comment back somewhat. Now that I had a few minutes, I went ahead and updated our Green Tech Portfolio list. WOW this is looking like a HOT, HOT sector. […]

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at first glance i knew i had to share:
market potential! but where’s the $$ flowing to? naturally, we need to examine how the dollar is being spent: (click on image for a full screen version)
monsanto (MON) and the like will reap the most here since most food in the US is made from […]

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in an earlier post, i mentioned there being little change that i could find in market conditions for alternative engery…at least so far as justification for a 9%+ run up in eslr’s stock price.
well, this bloomberg article clarifies this a bit for us.
go china!
aside: for all the bashing that goes on, it’s awesome to […]

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evergreen solar (ESLR) gapped up today on no new developments.  that makes me think institutional buyers are starting to get in on the action a bit more.  the analyst coverage has certainly been increasing over the last few months as the alternative energy sector continues to grow and last week the entire sector (green tech) […]