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Finance: Stirrers and shakers

General

22 August, 2012

Finance: Stirrers and shakers

Canadian Pacific Railway can claim, with some justification, to be the company that built Canada. It was only with the ......

What Steve Jobs would tell Mark Zuckerberg

General

13 August, 2012

What Steve Jobs would tell Mark Zuckerberg

Mark Zuckerberg was Time magazine's Person of the Year in December, 2010. He was given that honor because Facebook dominated ......

Earnings surprises, price reaction and value

General

31 July, 2012

Earnings surprises, price reaction and value

The earnings season is upon us and each company’s earnings announcement is eagerly awaited, traded upon and talked about. For ......

Apple vs Google: vertical integration vs crowd-sourcing

General

23 July, 2012

Apple vs Google: vertical integration vs crowd-sourcing

I am a big fan of both Apple and Google and from the distance see two very different DNAs that ......

Why cost cutting never works!

General

03 July, 2012

Why cost cutting never works!

Cost cutting never improves a company. Period.We've become so used to reading about reorganisations, layoffs and cost cutting that most ......

Microsoft Win8 Tablet is not a game changer

General

19 June, 2012

Microsoft Win8 Tablet is not a game changer

While there is an appropriately high interest in the Win8 Tablet announcement from Microsoft today, there is no way it ......

Buy Facebook now - Catch a lucky break!

General

04 June, 2012

Buy Facebook now - Catch a lucky break!

On May 18 Facebook went public with an opening price of $38/share. Now, after just 2 weeks, it's more like ......