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Facebook has potential as an e-commerce platform
They'll monetize it by allowing smaller companies to build businesses on top of their database.
Best of the Web Barry Randall on 17 May 2012
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Facebook's pointless IPO fear
Some advice for Mark Zuckerberg as he takes his baby public this week.
Manager Commentary Barry Randall on 14 May 2012
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In search of the tech plays the quant models miss
We reserve spots in the portfolio for high-quality companies that no quant model will ever find.
Manager Commentary Barry Randall on 8 May 2012
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Zillow's potential in the real estate space remains big
The company has continued to execute and we’re looking forward to Zillow’s first quarter earnings announcement in early May.
Manager Commentary Barry Randall on 19 Apr 2012
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The real deal behind Google's new class of stock
The whole effort is a transparent attempt by Brin and Page to maintain their voting control over the company.
Manager Commentary Barry Randall on 18 Apr 2012
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Understand supply and demand's impact on stocks
Pop quiz: How many companies are in the Wilshire 5000 Index?
Manager Commentary Barry Randall on 16 Apr 2012
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Barry Randall: Look in the nooks and crannies for tech stocks
Barry recently appeared as a guest on the radio show at HealthyLife.net’s News @ 7.
Manager Spotlight Barry Randall on 2 Apr 2012
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Constant Contact: Groupon without the accounting follies
Why Groupon and Constant Contact represent a pair trade worth considering.
Manager Commentary Barry Randall on 1 Apr 2012
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Why Zillow trumps LinkedIn for our portfolio
February brought with it the quarterly re-balancing of the Crabtree Technology model. We take this action every three months as part of our disciplined investment process.
Manager Commentary Barry Randall on 9 Mar 2012
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IBM continues to confound and amaze
Here's an example of why we focus almost exclusively on a company’s business model and market opportunity.
Manager Commentary Barry Randall on 9 Feb 2012
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