Morning Report

February 20, 2017

Capgemini Buys Idean, Adee Borrows Bees, Cattlemen Whine, Deal Storm Weekend

  Good Monday Morning,   Daylight – Talk About a Long Weekend – Buffett had one for a change, as he pulled the plug Sunday morning...
February 16, 2017

Boats and Banks, Boiling River, Purple Hull Peas, Hive Jive

  Good Thursday Morning,   Daylight – Tech strikes fear in the heart of Banks and Boats – Not exactly Silicon Valley bank, but The Central...
February 15, 2017

Smile Brands Buys Two Dental Companies, Bull Durham in Biz, Why Bankers Don’t Get Gates and Money Well Wasted

Good Wednesday Morning,   Daylight – Standing on the corner of Livingston, Montana is when I realized I had thrown an interception, announcing Monday I was...
February 13, 2017

Silicon Pier, Delta Hash and Friday Doubles

Good Monday Morning, “Hello.” A little pushback on Jay Z. Overexposure happens. Quite fine – as a very qualified performer, Adele runs the table at the...
February 10, 2017

Hallmark Moment at Member Three, Rejection Letter, Houghton Beats Harvard

Good Friday Morning,     Daylight – Stuff You Need to Know – A few minutes past 2 a.m. this morning, Tom Price was confirmed as...
February 9, 2017

Jose Cuervo IPO’s in Ole Mexico, Pittsburgh Uber Breakup, GoDaddy Crisis

Good Thursday Morning. Twitter is flatlining this morning, which means stock price is falling through the floor – not only deep revenue miss, but user count...
February 8, 2017

Chief Lee Plenty Wolf vs. Pipeline Pricks, Run like a Deere, Wild Wings Turns off Fast Growth

Good Wednesday Morning,   Daylight – Sneaky and Low – With total attention focused on the travel ban and really nothing else, the U.S. Army stepped away...
February 7, 2017

Buckhead Beach Bare, Tiffany Tantrums, Uber Flying Cars, Hate Mail

Good Tuesday Morning,   Daylight – Today at 11 a.m., Boston will celebrate New England’s Super Bowl victory with a parade that rolls through the streets...
February 6, 2017

Looking for a Place to Fall Apart, Glory Days and PR Pets

Good Monday Morning, and the New England Patriots are champs again, erasing a 25-point deficit to beat the Atlanta Falcons 34-28 in the first Super Bowl...
February 2, 2017

Eventbrite Buys Ticketscript, Knock 3 Times, Facebook Home Run, Falcons Win by 10

Good Thursday Morning. Yesterday, we had a big miss on revenue with Under Armour. Here’s a hit.   Daylight – Numbers on a Tear – Facebook’s...
February 1, 2017

Farmer Blues at Fancy Under Armour, Return Path Acquires ThreatWeave, Greenway Medical Re-Deals, Two Hand Touch Born Again

  Good Wednesday Morning,   Daylight – As far as misses go, this is about as big as it gets – Under Armour missed both top...
January 31, 2017

When Donald Met Sally, Neon Moons and Pictures Paint the Story, UberCloud Rises

Good Tuesday Morning and Good Lord, last night Trump fired Sally Yates, acting attorney general for the United States. I’ve watched Mrs. Yates build a spectacular...