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      • A Big Market – China’s Smartphone OEMs

Category Archives: Mobile Payments

China VIE trouble for BABA?

January 29, 2015by D/D Advisors Leave a comment

That didn’t take long. Over the past few months I have been writing (also here and here) about Alibaba (Ticker: BABA). I mentioned one of the key risks with buying BABA […]

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Appconomy, Business Model, China, IPO, Mobile Payments, The Street

Alibaba and Alipay

January 7, 2015by D/D Advisors 1 Comment

Alibaba has been doing well in the market since I last published on them. The stock has hit my ‘price target’, and their first results went well. If I were […]

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Business Model, China, IPO, Mobile Payments

Launching “Coverage” of Alibaba

October 31, 2014by D/D Advisors 2 Comments

Over the next few days I will lay out some of my thoughts on Alibaba. I have been reading through their S-1 filings since they became available and a few […]

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Appconomy, Business Model, China, Mobile OS, Mobile Payments, Mobile Web, Stocks

New Financial Models: Alibaba’s Micro Loan Business

October 9, 2014by D/D Advisors Leave a comment

Yesterday, I wrote about a Marc Andreesen interview/Tweetstorm that called for disruption of financial products through better technology. One of the examples he gave was the use of big data tools […]

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Appconomy, Business Model, China, Mobile Payments, Strategy, The Street

Turning to China – The Conglomeratization of US Internet Companies

February 25, 2014by D/D Advisors 3 Comments

There has been a ton of coverage on the Facebook/WhatsApp deal. I have read only a small portion of it, but I would classify much of the reaction as stunned silence. […]

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Appconomy, China, Google, Mobile Ads, Mobile Payments, Mobile Web

How much is a social gaming user worth? King Digital files for an IPO

February 19, 2014by D/D Advisors 3 Comments

  King Digital filed to go public this morning. For people who enjoy this sort of thing (raise my hand) this F-1 has been eagerly anticipated for a while. King Digital (ticker […]

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App Economy, Appconomy, Google, iOS, IPO, Mobile Ads, Mobile Payments, Stocks, The Street

Mobile Back-End comes to an End

February 14, 2014by D/D Advisors 2 Comments

A few months back I wrote about Facebook’s acquisition of Parse. Parse provided a “Mobile Back-End as a Service” (MBaS), which is an ungainly acronym for what is essentially a cloud-based […]

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Appconomy, Mobile Ads, Mobile OS, Mobile Payments

A few thoughts on mobile apps

January 14, 2014by D/D Advisors 1 Comment

I have been thinking about how mobile apps make money. In my post on Friday, I linked to a post from web greybeard Tim Bray who lamented that no one […]

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Android, App Economy, Appconomy, China, Google, iOS, Mobile Ads, Mobile OS, Mobile Payments

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