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Alibaba FQ3 17 – Crossed swords.

Reply to this post           Where Alibaba crosses swords with its peers, life is much tougher.  Alibaba reported excellent FQ3 17 results as growth in the...

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...