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  1. Market Is Ignoring Competitive Risks for Rackspace

    Absent a potential takeout, prolonged price competition and low returns on capital will depress investment returns.

  2. Dot-Social and Dot-Cloud Bubbles

    Vitaliy N. Katsenelson, CFA, is Chief Investment Officer at Investment Management Associates in Denver, Colo. He is the author of The Little Book of Sideways Markets (Wiley, December 2010). To receive Vitaliy’s future articles by email send a blank email to imausa@usa.net.

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