Reply to this post Reddit and Twitter look like more realistic targets than Facebook. Google has announced a significant restructuring of Google + removing the...
Reply to this post I think the new found friendship will be short lived. Facebook has been allowing Google to index some of its data...
Reply to this post Calling in McKinsey is very unlikely to help. Yahoo! has called in McKinsey to help it with its strategy but I...
Reply to this post I suspect many unicorns are actually donkeys in disguise. The unicorn is a mythical beast of extreme beauty and rarity but...
Reply to this post I see a correction before Facebook fulfils its real potential. Facebook reported excellent Q3 15A results but the somewhat lacklustre response...
Reply to this post Merging Chrome OS and Android is really about control. I suspect that the real aim of bringing Chrome OS and Android...
Reply to this post Apple in line, Twitter miss and Alibaba beat. Apple reported a steady quarter while Twitter’s problems remain unresolved and Alibaba used...
Reply to this post I think Apple is going after radio more than streaming. Pandora reported bad Q3 15A results and guided weakly mostly as...
Reply to this post Three strong earnings reports but for very different reasons. Microsoft, Alphabet and Amazon all saw strong after-hours performance following their results...
IPO Window – Unicorns and donkeys Pt II
Reply to this post The best thing for Square would be to pull its IPO. The news that Square has again cut the price of...