Big Data: A Revolution That Will Transform How We Live, Work and Think

Big Data Cover

Big Data: A Revolution That Will Transform How We Live, Work and Think

By Viktor Mayer-Schönberger and Kenneth Cukier

Today I am reviewing Big Data: A Revolution That Will Transform How We Live, Work and Think. Read my other book reviews here.

A photo of a . . .

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Market Contraction? Value Investors Rejoice! ($BBY, $GME, $RSH)

Anyone net long in the markets felt like this after yesterday’s close:

Oh No!

Image source: BrokersHandsOnTheirFacesBlog.tumblr.com (Brilliant!)

It is understandable. You (and I) took a wollaping. Good companies fell with bad. Nothing seemed to make sense. Fundamentals? Pssh. Fundamentals be damned. The market didn’t give a damn. Just sell. Sell and get me the hell out of everything. Put your head between your knees and prepare for . . .

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hhgregg Inc: A Hhelluva Deal. Value Price with Growth Performance ($HGG, $BBY, $RSH, $GME)

Back the truck up Mavis. Electronics retailers are cheap.

Dirt cheap. Historically cheap. Do my eyes deceive me cheap. Wal-Mart rollback cheap. Groupon cheap (the deals, not the IPO). You get the picture.

I’ve written about how Best Buy (NYSE: BBY) is a shareholder-friendly value stock, and about how Radioshack (NYSE: RSH) represents a remarkable value opportunity. I’ve gone on at length about how these companies have long track records of earning exceptionally strong returns and free cash . . .

→ Read More: hhgregg Inc: A Hhelluva Deal. Value Price with Growth Performance ($HGG, $BBY, $RSH, $GME)

Why I love GameStop and think you should too ($GME)

Just under a year ago my friend Saj Karsan suggested I take a look at GameStop Corp (NYSE: GME). Living in Toronto, I was not familiar with the GameStop brand, but I was familiar with its EB Games locations I had seen around town. Here’s the first thing I read about the company, from Google Finance:

GameStop Corp. (GameStop) is a retailer of video game products and personal computer (PC) entertainment software. The Company sells new and used video . . .

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Expense Improvements: Whodunnit? ($GME)

Operating margin is one of the key metrics that analysts look at. Whether a company has increased its margin as a result of restructuring efforts often leads to conclusions about future profitability. Often managers will be quick to take credit for margin expansion or to blame margin contraction on some factor they had no control over. It is important for investors to look closely at changes to the operating margin, to determine whether management should be heralded or heckled for . . .

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