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Internet

Snap Inc. – Valuation snaps.

Reply to this post           Snapchat looks more like Twitter than Facebook.  Snapchat appears to be intending to focus on engagement metrics to justify its $20bn-$25bn...

Alphabet – Magic half

Reply to this post           Half a million is good but not enough.  Latest data from Wave 7 is implying that Google devices have done better...

Twitter – Event horizon

Reply to this post           Sale of Fabric collapses Twitter’s horizons.  With the sale of Fabric to Google, Twitter has essentially given up all hope of...

LeEco – Le life line

Reply to this post           Small war chest means laser sharp strategy and execution needed.  Chinese real estate developer Sunac has pumped $2.2bn into LeEco to...

Alibaba – Shopaholic

Reply to this post           The woeful offline experience offers a real opportunity.  It looks like Alibaba is about to take a leap into the offline...

Alphabet – Great thrall of India

Reply to this post           Africa warning as India falls into Google’s thrall.  Google is moving consolidate its growing grip on the Indian market and unless...

HERE – Pole position.

Reply to this post           HERE is closing the gap to Google with the Chinese and Intel joining up.  HERE gets one over on Google by...

Yahoo – Calculated gumption

Reply to this post           Even if Verizon walks, there is value in Yahoo.  Yahoo has revealed yet another hack casting further doubt over its deal...

China Ecosystems – All about vertical.

Reply to this post           Greater verticalisation looks like it is coming to China.  It looks like Qihoo is having another go at the smartphone market...

Magic Leap – Backwards leap.

Reply to this post           Massive setback means more money likely to be needed  It appears that Magic Leap has hit a major problem with the...