Archive for October, 2008

November 2008 - Piper Jaffray’s Fourth Global Internet Summit.

[ November 11, 2008 3:00 am to November 12, 2008 3:00 am. ] Laguna Beach – November, 11-12, 2008. Great place to get together with industry folks.  I’ll present on global Internet trends.

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October 2008 - Asia Trip

[ October 13, 2008; ] (Shanghai, Beijing, New Delhi, Hyderabad, Dubai). I will visit with public and private companies, and also conduct some research in China and India. Will also be speaking at TiE event in Hyderabad. Presentation will be available after Oct 13.

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An Update

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 […]

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Top 5 Global Trends

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 […]

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Monetization of Social Networks

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 […]

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