March 30, 2006
Oil and Gold revisited
Selling some - PTEN, GLD, NEM, PAAS and sold a little GOOG and a piece of NUAN from the high PE side.
Out for the day to look at some cool companies.
One that techcrunch reviewed was www.trustedid.com - I signed up before reading the comments and boy did I feel stupid. I have never seen such nasty stuff. Meanwhile, I think the identity theft area has a great revenue model so am looking at a local competitor - www.lifelock.com - any insights would be appreciated.