Browsing Category
Technology
Sentiment shift on Tesla a warning sign for all riskier assets
JPMorgan Chase's price target reduction for Tesla is the clearest indication yet of a shift in sentiment that investors should see as a broader risk-off marker.
On the economics of the Google Android case
A general challenge facing competition authorities in the digital era is learning how to apply the traditional tools of competition policy in multi-sided platform environments. This column argues that the Google Android case offers a great…
More on Amazon’s coming assault on retail using Whole Foods as its brick and mortar extension
How Whole Foods will become the brick and mortar extension of Amazon
On the SEC investigation into Tesla and the potential ‘this is fraud’
Tesla's convertible bonds due in February make an SEC investigation a serious matter.
Credit Writedowns daily, tech-heavy edition
A bunch of tech-focused storylines for the Credit Writedowns daily
The democratization of information in the Internet age and clickbait as a business model
Why clickbait journalism will dominate news information on the free Internet
Some thoughts on Tesla’s public musing about going private
My thinking on Tesla CEO Elon Musk's desire to take his companies private.
The hidden message in Tesla’s earnings call
Investors loved Tesla's earnings report. But there was a hidden message in the earnings call about Tesla's future.
A deeper dive into Apple’s quarterly earnings report
It was a good quarter from Apple. But earnings growth was flattered by stock buybacks. There are a lot of growth opportunities though.
A few comments about Amazon’s earnings report
The big problem with Amazon is valuation. It's hard to justify paying 90x this quarter's earnings for a company that is as mature as Amazon is, irrespective of the top-line growth.