Dear Friends:
It has been three years since I left Wall Street, officially on June 30, 2007. So far, it has been a highly enjoyable break for me, but I am starting my plans to get back to full action. As many of you know, the past three years were filled with enjoyable activities such as […]
Comments(0) There is no doubt in my mind that mobile services and applications will mushroom in the next five years, thanks to Apple and Google. Combine that with the rapidly changing market for content and entertainment, and you are likely to see new winners. Like many of you, I like Apple, but […]
Read More..>> Comments(0) (as of July 16, 2010)
I believe that we are likely to see weak but sustained overall growth in global economy into 2011. Equities are not oversold, especially given the potential for 2H10 and 2011 downward estimate revision, but recent corrections, post May 6, have priced in a significant amount of growth […]
Comments(0) An Update – I have been remiss to post more, and the not-so-subtle comments from many of my friends in conjunction with my own guilty conscience have finally forced me to change. While I don’t promise to blog on a regular basis, I intend to write very short pieces on selective areas, more frequently. Below […]
Read More..>> Comments(0) My Top Five Global Trends – the pillars of my investment thesis
Middle Class is the King. Global economic liberalization is producing a growing middle class in many countries, with the power, and the desire, to spend
Intelligent Consumer are reshaping the purchase patterns – consumers know what they want to buy, know how to research it, and […]
Read More..>> Comments(0) Monetization of Social Networks. This is the hot topic these days, with a large number of blogs and opinions, and even a number of conferences devoted to this single issue alone. However, I believe many of these discussions miss the entire point that to look at “monetizing” social networks is like asking teenager to pay for […]
Read More..>> Comments(0) There has been countless analysis of the Microsoft bid for Yahoo, many of them very thoughtful and thorough, but none that I have seen has looked at the issue from the viewpoint of the consumer. Hence, having written about the User Revolution, I feel obliged to take up this task.
First, we must accept the fact […]
Comments(0) The Fragmentation of the Web- There is Still Room for both Old, stale site, and the new smaller sites to grow. The Web remains highly fragmented. Nearly 50% of the time spend on line is on the very small websites. While the increasing popularity of Facebook and […]
Read More..>> Comments(0) I got this question quite often, as expected, once I announced my retirement from the sell side in June of this year. In an email to my contacts, I promised that while I’ll be taking some time off, I will be looking at starting some investment opportunities in 2008. SRnext is going to be my […]
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