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Category Archives: Mobile Web

Why is no one investing in games?

October 4, 2018by D/D Advisors Leave a comment

Traditional ventures have some good reasons for shunning investing in games, but that leaves a big blind spot for someone else to fill.

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Android, Apple, Business Model, eSports, Google, iOS, IPO, Mobile Web, The Valley

Sympathy for the Desktop – Playing PC Advocate

November 17, 2015by D/D Advisors Leave a comment

I think it is easy to forget how deeply embedded PCs are in the world.  I was in a crowded San Francisco cafe last week in the middle of the […]

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Appconomy, Apple, Mobile Web

Qualcomm in China – Some Signs of Progress

January 20, 2015by D/D Advisors 3 Comments

I recently had the chance to catch up with a few contacts from China who think the end is in sight for Qualcomm’s troubles with the government, but timing is uncertain and will likely result in a reduction in royalty rates.

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Apple, Business Model, China, Components, Mobile Web, Silicon, Stocks, Strategy, The Street

BABA: Portfolio Manager Summary

November 4, 2014by D/D Advisors Leave a comment

Alibaba is a bet on the growth of commerce in China, not just online commerce but a broad definition of commercial activity. Alibaba is now deeply entrenched in China’s business future. […]

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Appconomy, Business Model, China, Marketing, Mobile OS, Mobile Web

The 3 Roles of Alibaba

November 4, 2014by D/D Advisors 2 Comments

Alibaba has a lot going on. Parsing through its S-1 is not an easy task. But I have begun to view the company playing three different roles: Alibaba as a […]

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Appconomy, Business Model, Maps, Marketing, Mobile Web, Stocks, Uncategorized

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

Talking my book on Amazon

July 27, 2014by D/D Advisors Leave a comment

Amazon reported disappointing results on Thursday, knocking almost 10% off the stock on Friday. I think the company still has a lot going for it, and that this reaction is […]

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Mobile Web, Stocks, The Cloud, The Street, The Valley

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