Alibaba and Alipay
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 […]
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 […]
Today was a busy news day on many fronts. In particular, two notable companies filed to go public – New Relic and Hortonworks. These two companies do not have a […]
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. […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]