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Tableau to be acquired by Salesforce Salesforce announced this morning that it was acquiring Tableau for an enterprise value of just less than $16 billion. Unlike most recent mergers, this is a stock transaction and will have a dilutive impact on the earnings of Salesforce. The initial reaction of Salesforce shares, down about 3% is…

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I mentioned in the post sent to subscribers on Sunday that I was making some changes in the high-growth portfolio. As it happens, there are some steps that I can take to increase the beta of the portfolio and to increase the percentages held by the portfolio in some of my most favored names. I…

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Impinj Investing can be a complicated affair.  The saga of Impinj is a metaphor for that. One of these days, RFID is going to become a mainstream technology and become broadly accepted. I thought that RAIN, not the kind coming from the sky, but from the standard developed by Impinj and others, would be the precipitating…

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