AT&T First Look: Worse Than I Had Anticipated

My cautious tone toward AT&T (T) ahead of 3Q17 earnings has been justified. This Tuesday, the U.S.-based telecom giant posted its first all-around miss since 3Q14. Revenues of $ 39.7 billion landed -3% below year-ago levels, failing to reach consensus estimate of $ 40.1 billion as business and consumer mobility came in softer than I […] Read more »

Ashley Madison gets worse and worse and WORSE

The Ashley Madison hack continues to make headlines. Naturally, that’s because the news keeps getting worse and worse. And worse. Worse for website owners Avid Media Group, sure. But worse for the real victims, more importantly — the millions of people named in the hacked data dump, and their families. Prurient interest notwithstanding, there’s still […] Read more »