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Internet

Google vs. Facebook – Almost the final frontier

Reply to this post           In India, Google and Facebook’s rivalry is clear.   India is one of the last remaining Internet wildernesses and in this...

Uber – Wheel re-invention.

Reply to this post           HERE offers much more for $500m.  I think that $500m would be much better spent in becoming a meaningful shareholder of...

Alphabet & Amazon – Two for two

Reply to this post           Alphabet and Amazon both have a good night.  Good Q2 16A results from Amazon and Google but a muted market reaction...

Facebook & Twitter – Black and white

Reply to this post           Facebook and Twitter going in opposite directions.  Facebook and Twitter report very different results, highlighting the gulf between the haves and...

Yahoo – Fire sale

Reply to this post           Long-term investors pay heavily in lost opportunity.   Only in the context of Yahoo’s awful execution over the last 4 years...

Yahoo Q2 16A – Slough of despond

Reply to this post           Another quarter marred by more of same.  Yahoo reported another dismal quarter where it badly underperformed both its peers, Google and...

Nintendo – Poke in the eye.

Reply to this post           Apple and Google are the real & investible beneficiaries of Pokemon Go.  Pokemon Go has nearly doubled Nintendo’s market capitalisation in...

Alphabet – Competition conundrum

Reply to this post           Google’s growth depends on how well it defends itself to the EU.  Google has a very serious problem with the EU...

Alibaba – Bargain hunting.

Reply to this post           Patience pays off for Alibaba in the hunt for an app store.   Alibaba has announced that it has agreed to...

Facebook – Internet.cash.

Reply to this post           Connecting the next 4bn is about making money.  Facebook has entered the next stage of its strategy to connect the next...