ARM

1078 days ago

Tom Winnifrith Bearcast: why more kids will be murdered on a public sector watch

 start with the heartbreaking case dominating the news this week of the poor little boy murdered in the West Midlands. Then onto the silly nationalism that always surrounds ARM and why, as capitalists, we should ignore it. Finally lessons learned from the train crash at Rutherford Health (RUTH).

1417 days ago

Tom Winnifrith Bearcast - that insanity over the Tesla price target, why it reminds me of ARM in dotcom madness days

I start with Tesla (TSLA) and a mad broker target. I discuss why it is mad and look back to ARM in the year 2000. Then it is onto plans to allow companies to delay results even more. Mentioned en passant here are Pires Holdings (PIRI) and Inspirit (INSP). Finally I turn to the idea of allowing folks to delay filing tax returns and paying tax.

2590 days ago

IQE - The next ARM?... Or just a manufacturer of a commodity product with a lengthy track record of burning through equity?

IQE (IQE) is being hailed as “the next ARM Holdings” - you can see the bull case from my pal Paul Scott HERE. But if this is correct it would mark a major turnaround for a company that has been around for nearly two decades without generating any shareholder equity.

3053 days ago

Why does the BBC still interview Vince Cable: He is Mad & Bad

You would have hoped that having been dumped by the sensible folks of Twickenham at the last election, mad old Vince Cable would scuttle off back into the undergrowth never to be seen again. As a nation, we prayed that the man who predicted 17 of the last 4 recessions and who fought valiantly on behalf of the Quindell fraudsters demanding that the FCA investigate wicked fraud busters would never been seen again. But oh no.