Paradigm Shift: A Bigger Slice of Apple's Service Pie
If you have been an investor in Apple Inc (AAPL US) this year – it has certainly been a bumpy ride – well, at least until May 1st, 2018 when it...
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Disruption by Decentralization?
Blockchain is full of promise. Investment in the space totals billions of dollars. Large corporations, venture capital funds, and initial coin...
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Alibaba (BABA) – Kicking Competitors Out of Cloud Computing with a Stable Negative Margin
Alibaba intentionally keeps the operating margin of cloud computing at -22~23%. The Company has a market share of 48%, but they want more. Cloud...
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Autonomous Driving- Lyft's Cunning Plan
Uber's autonomous driving strategy is well understood, thanks in part to the very public, year-long lawsuit they were embroiled in with Waymo....
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Trump’s ‘Art of the Deal’ Versus Sun Tzu’s ‘Art of War’…
I’ve been in Asia seeing clients - the latest US tariffs were well flagged but coming amid weakening cyclical data and a spike in interbank rates...
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