What Steve Jobs would tell Mark Zuckerberg
Facebook has not grown revenues commensurate with user growth, and people are screaming that despite its widespread use Facebook doesn't know how to "monetize" its base into revenues and profits.
All CEOs should be an outside director for one company
One of the things I always suggest to CEOs is that they be an outside director for one company that is not their own.
In defence of Indian private equity, well almost!
More than the PE story itself, it is the hypothesis that anyone and everyone can make money in a benign market that has failed.
Earnings surprises, price reaction and value
For widely followed companies like Apple, the obsession with what the next earnings report will deliver overwhelms any sensible assessment of what it means for the company.
Apple vs Google: vertical integration vs crowd-sourcing
Apple is the epitome of vertical integration owning the end to end supply-chain including the consumer touch point and Google is the epitome of crowd-sourced development: throwing stuff on the walls and letting users vote with their time & money on what sticks and what does not.
Don't buy Yahoo - at least not yet
Yahoo must meet emerging, unmet needs in new ways with new, innovative solutions that it can ride to success.