Apple
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 ......
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 ......
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 ......
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 ......
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 ......
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