Browsing Category
Technology
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.
US GDP figures, more on the US and EU vs China, and social media’s comeuppance
Daily newsletter post with thughts on the latest GDP numbers, a US-EU trade deal and the earnings numbers coming from social media companies
A few thoughts on the collapse of the Qualcomm-NXP deal
China just torpedoed a major global deal between two non-Chinese chipmakers. It is a signal of China's market power. Some thoughts below
Slowing growth at Facebook and the EU and the US vs China
Economic news yesterday was dominated by the Facebook revenue warning and an EU-US trade summit in Washington.
Earnings season, TMT consolidation and the threat of FAANG
The threat of technology is most acute in the TMT spaces because these are pure information industries where the Internet upends incumbent business models. So it is interesting to see how well the sector is doing during earnings season. In…
Cable companies now under competitive threat, beginning to hemorrhage customers
A new study just released by eMarketer projects that US cable companies will 33 million customers this year, up from a loss of 24.9 million a year ago.