Facebook Q4 15A – Sleeping Policeman
Reply to this post There is a bump in the road ahead. Facebook reported very strong results as revenues from...
Apple Q1 16A – The facts of life
Reply to this post Apple’s slowdown is completely normal and priced in. Apple reported steady Q1 16A results as the...
Twitter – Bloody hands
Reply to this post Twitter could easily trade below $10 per share. Everything is changing at Twitter except the one...
Google – Blessing in disguise
Reply to this post Trouble with Oracle gives the perfect excuse to abandon open source. Vast revenues from Android should...
Galaxy s7 – More of same.
Reply to this post S7 leaks highlight that Samsung remains all about volume. The specifications of Samsung’s next flagship product...
Music streaming – The fault lines
Reply to this post Spotify and Apple are the only two with a bright future. Spotify has the smarts, Apple...
Flight to quality – Unicorns and donkeys part III
Reply to this post The market is calling out the donkeys disguising themselves as unicorns. The market has gotten off...
Facebook & WhatsApp – JK come home
Reply to this post WhatsApp will have to be integrated to earn a good return. Facebook has finally admitted that...
Google Auto – Greek gift
Reply to this post Automakers should be wary of Google’s autonomous gift. The most significant event at the Detroit Auto...
Microsoft & Amazon – Different days