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Fitbit Q2 16A – Breathing space

Reply to this post           Fitbit has earned time to develop its ecosystem.  Fitbit reported good Q2 16A results as demand continues to be steady while...

Uber – Wheel re-invention.

Reply to this post           HERE offers much more for $500m.  I think that $500m would be much better spent in becoming a meaningful shareholder of...

Uber and Didi – There can be only one

Reply to this post           Uber exits China. Didi will become the one.    Hot on the heels of the legalization of ride hailing in China,...

Alphabet & Amazon – Two for two

Reply to this post           Alphabet and Amazon both have a good night.  Good Q2 16A results from Amazon and Google but a muted market reaction...

Facebook & Twitter – Black and white

Reply to this post           Facebook and Twitter going in opposite directions.  Facebook and Twitter report very different results, highlighting the gulf between the haves and...

Apple Q3 16A – High yield

Reply to this post           Apple as a bond is yielding 9.8%.  Apple reported better than expected Q3 16A results as the iPhone SE sold better...

Yahoo – Fire sale

Reply to this post           Long-term investors pay heavily in lost opportunity.   Only in the context of Yahoo’s awful execution over the last 4 years...

Cyanogen – Share of zero

Reply to this post           The best option is to sell itself to China.  There are further signs that Cyanogen is in trouble as it is...

Wearables – Wrong direction

Reply to this post           Precipitous decline underscores the problem.  It looks like demand for smartwatches has precipitously declined in Q2 16A, taking the overall outlook...

Huawei vs Samsung – Rivers of blood Pt III

Reply to this post           Huawei flat-line passes advantage to Samsung.  The first indications for the smartphone market in Q2 16A are pointing a loss of...