I have been called to DISRUPT!
Recall that the 8 Ballers of Mobile is a Long Term strategy designed to profit from technologies driving the next generation of computing – Mobile, Social and the Cloud.  Unfortunately, at times, all long term strategies are subject to some uncomfortable levels of volatility and this strategy has endured its fair share since the end …
Continue reading “8 Ballers of Mobile Update: SINA Gets “de-balled””
The 8 Ballers of Mobile is a Long Term strategy designed to profit from technologies driving the next generation of computing – Mobile, Social and the Cloud. Based on analysis of previous computing eras, I have concluded that the next 4-5 years will be the optimal time to maximize profits from this trend. To capture …
Continue reading “8 Ballers of Mobile Portfolio Update 5/22/11”
I can’t recall hearing the term “post PC” before Steve Jobs used it while unveiling the iPad2 in February.  However, a quick search led to a Steve Jobs quote at the D: All Things Digital conference in June 2010: I’m trying to think of a good analogy. When we were an agrarian nation, all cars were trucks. …
Continue reading “Avoiding Losers in the 3rd Era of Computing”
Since the release of the iPhone in 2007, I have focused a large percentage of my investing dollars in stocks in the mobile industry. Initially, I traded the device makers Apple, Nokia and Research in Motion. Â My love (mostly) hate relationship with RIMM is well documented on my blog. After reading the Morgan Stanley Internet …
On Research in Motion’s last earnings call, June 24, an analyst asked the following, “Can you give us a sense of magnitude on new products and how much are they impacting the August quarter? How much of that is taken into the guidance?” Â Jim Balsillie, CEO, said “…definitely some of this stuff is planned for …
Continue reading “Research in Motion’s iPhone Killer Take 3”