http://www.srnext.com The User Revolution Is On! Thu, 12 Aug 2010 23:25:51 +0000 http://backend.userland.com/rss092 en Aug. 1 –Aug. 7, 2010 – China. Beijing and Shanghai Aug. 5, 2010 - Beijing:  Baidu 5th NASDAQ Listing Anniversary Aug.  13- Sep. 3, 2010 – Tuscany, Italy http://www.srnext.com/?p=42 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 ... http://www.srnext.com/?p=36 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 ... http://www.srnext.com/?p=44  (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 ... http://www.srnext.com/?p=40 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 ... http://www.srnext.com/?p=27 My Top Five Global Trends – the pillars of my investment thesisMiddle Class is the King. Global economic liberalization is producing a growing middle class in many countries, with the power, and the desire, to spendIntelligent Consumer are reshaping the purchase patterns – consumers know what they want to buy, know ... http://www.srnext.com/?p=29 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 ... http://www.srnext.com/?p=28 Piper-China Venture Conference : On Top Internet Trends & Facebook http://www.srnext.com/?p=24 Fastforward Conference Feb 2008 http://www.srnext.com/?p=20 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, ... http://www.srnext.com/?p=10