Overstock Pride Goes Before Fall

Hate to join the crowd kicking this sick horse, but for those who have followed the Overstock story over the last couple of years, the company’s pathetic Q3 results–and the sheer predictability of same–can only leave one shaking one’s head. For the last two years, Overstock CEO Patrick Byrne has howled and ranted on television, …

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Analyzing Skype’s Q2, Updated Financial Model

Jason Jones was kind enough to update our Skype model with last night’s Q2 results.  Feel free to view here: Key points: Skype’s revenue and registered users continue to grow nicely year-over-year, up 105% and 95% respectively.  With $90 million of revenue in Q2, the company is now closing in on a $400 million run-rate.  The …

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