RULE MAKER PORTFOLIO
Rule Maker Portfolio
1999 Archives

January, February, March, April, May, June, July, August, September, October, November, December

1998

December, 1999

  • 12/31/99 -- Closing out the Century
  • 12/30/99 -- Yahoo! versus Lycos
  • 12/29/99 -- Linux, Coke, and We're Buying More Intel
  • 12/28/99 -- Searching for Rule Makers
  • 12/27/99 -- Rule Makers and the End of the Millennium
  • 12/23/99 -- Disruptive Technologies in the Publishing Industry
  • 12/22/99 -- Running the Value Chain
  • 12/21/99 -- Thoughts on Retirement
  • 12/20/99 -- The 12 Simple Secrets of Microsoft Management
  • 12/17/99 -- Investing IN Something
  • 12/16/99 -- Deciding Between Yahoo! and Coca-Cola
  • 12/15/99 -- Picking Rule Makers for the Next 30 Years
  • 12/14/99 -- Tying It All Together with the Flow Ratio -- Part 2 of 2
  • 12/13/99 -- Why We Ignore the Mo-mo's
  • 12/10/99 -- Tying It All Together with the Flow Ratio
  • 12/09/99 -- 'Tis the Season for Roths and Stock Gifts
  • 12/08/99 -- A Marginal Opinion
  • 12/07/99 -- Reviewing the Importance of Quality
  • 12/06/99 -- Is Amgen a Rule Maker?
  • 12/03/99 -- Pondering this Bull Run
  • 12/02/99 -- Microsoft -- Its Own Worst Enemy
  • 12/01/99 -- The Art of Foolish War
November, 1999

October, 1999

September, 1999

  • 09/30/99 -- The Tortoise and the Hare
  • 09/29/99 -- Corporate Reinvention -- Microsoft vs. Coca-Cola
  • 09/28/99 -- Going with Old Reliable
  • 09/27/99 -- Time to Shore Up the Defense
  • 09/24/99 -- A Reason to Sell
  • 09/23/99 -- Relaxing Debt-Free
  • 09/22/99 -- Is Ann Taylor a Rule Maker?
  • 09/21/99 -- The Most Important Financial Statement
  • 09/20/99 -- Is Coke Overpriced?
  • 09/17/99 -- Funds vs. Makers
  • 09/16/99 -- Mini-Makers, Part 2 of 2
  • 09/15/99 -- Mini-Makers, Part 1 of 2
  • 09/14/99 -- JDS Uniphase
  • 09/13/99 -- The S&P 500 is an Index, Nothing More
  • 09/10/99 -- Rule Makers and the S&P 500
  • 09/09/99 -- MedImmune: From First Sighting to a Place in the Portfolio
  • 09/08/99 -- Reviewing American Express, Part 2
  • 09/07/99 -- Reviewing American Express, Part 1
  • 09/03/99 -- The Early Warning Flow
  • 09/02/99 -- Consuming the Web
  • 09/01/99 -- Debt: The Good, the Bad, & the UGLY, Part 2

August, 1999

July, 1999

June, 1999

May, 1999

April, 1999

March, 1999

February, 1999

January, 1999