Friday, October 6, 2006

Mark Cuban, ONA Conference Keynote

YouTube is toast (when copyright holders decide to enforce their rights)
Google would be crazy to buy YouTube (or moronic, as Cuban subsquently blogs)

Best line of questioning:
Does it pass the smell test to:
  1. do private research into a tradeable company,
  2. take a position in that company based on your private research that will likely result in a gain if the facts were disclosed,
  3. disclose the information and simultaneously,
  4. disclose that you have taken a position for the purpose of making a gain,
thus creating, end to end, the conditions to benefit financially from the research you commissioned?

Best question after the event:
"Wasn't that a keynote Cuban was supposed to deliver?"

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