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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...

Essential Products Inc. – What’s essential?

Reply to this post           Something must-have has to come out of the bag at launch.  Essential Products Inc. is the latest in a long line...

Xiaomi – State of the nation

Reply to this post           Valuation lifted to $5bn but still 89% below last raise.  Xiaomi has supplied some details of its performance for 2016 but...

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...

Sonos – Sounds of sameness pt. II

Reply to this post           I do not see the boldness required to save Sonos  Sonos has announced a change in leadership with its 14 year...

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...

CES Day 1/2 – Winners and losers.

Reply to this post           Winners Amazon. In my mind, the star of CES 2017 is Amazon which is beginning to show signs of doing to...