Rob Sellar, head of North American equities for Aberdeen Asset Management, a big British investment house with a value bent, stopped by today and offered this bit of observation/investment advice: At the end of the day, the brokerage community is all about generating noise, because that generates turnover. A little later he said: I hate [...]
ZDNet blogger Donna Bogatin, who pays much closer attention to Google than I ever will, raked my Google vs. Big Media column over the coals last week. At least, I think that what she was doing–her post spends a lot of its time countering arguments that I never really made, but perhaps are espoused by [...]
