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Category Archives: Strategy

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

Adding to the “Entire Thing”

October 7, 2014by D/D Advisors 1 Comment

In an interview with Bloomberg Businessweek today, Marc Andreessen issued another clarion call for change. If software is going to eat the world, then when it comes to the finance […]

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Stocks, Strategy, The Street, The Valley

A few thoughts on splitting up companies

October 7, 2014by D/D Advisors 2 Comments

After the big news this morning about HP splitting in two pieces, I wanted to put in my two cents. I have followed HP for a long time, but have […]

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Components, Networking, Stocks, Strategy, The Cloud, The Street

A new model for semiconductor investing

August 30, 2014by D/D Advisors 2 Comments

There was an interesting post on Techcrunch this afternoon, called “The Revival of Semiconductor Investing”. The title alone touched a nerve. It states something that I would very much like […]

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Business Model, Components, Silicon, The Valley

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