Bapcha's Stocks. The best insights into Silicon Valley & bio/pharma stocks, companies and their management.

Archive for March, 2009

Why so many smart investors bought into Madoff.

Madoff hooked a whole bunch of investors. Here, we "categorize" these investors into seven types and highlight what their "investing mistake" was. Hopefully, this piece is both educational and entertaining. ...

Five issues that will survive the semiconductor industry’s nuclear winter – Part-II.

Among the companies that we looked at in the prior article, many can be eliminated with ease. So, let's get the job done systematically. The five companies that will survive this down-turn in the semiconductor market, and thrive afterwards, have a few things in common. a. A strong balance sheet, with a large cash position [or ...