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Business Model Analysis
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- Big Blue and Apple's Soul – How Strategic Partnerships Preserve Product-Centric Culture in Enterprise Markets ·
- Intent Media Closes $22.7 Million Series C Financing Round Led by Insight Venture Partners for Global Expansion
- It's Time to Split Up Microsoft — Stratechery by Ben Thompson ·
- Amazon's Strengths, Weaknesses, Threats and Opportunities — SWOT Analysis ·
- Google's Strengths, Weaknesses, Opportunities and Threats ·
- Possible, Plausible and Probable: Market Size and Networking Effects in Uber Valuation ·
- Apple's Strengths, Weaknesses, Opportunities and Threats ·
- Breaking Down Satya Nadella's Letter: Microsoft's Strategic Pivot to Productivity and Platform ·
- Smartphone Truths and Samsung's Inevitable Decline ·
- Happy Independence Day Mr. Glass: Distribution Disintermediation and Creator Economics ·
- Economic Power in the Age of Abundance ·
- Numbers and Narrative: Modeling, Story Telling and Investing ·
- Amazon's Whale Strategy: Monetizing Loyal Customers Through Premium Hardware ·
- Daily Update: Privacy is Dead Follow-up, Facebook Launches Google+, Praising Adobe (and a bit on disruption) ·
- SR Labs Acquires Wombat, Developer of SuperFeed™, Forming A Comprehensive Market Data Solution for Global Financial Institutions
- Xiaomi's Oversold Global Ambitions, and the Week in Daily Updates ·
- How Apple TV Might Disrupt Microsoft and Sony ·
- Daily Update: Payments – Affirm, Amazon, and Facebook Messenger? ·
- Why Uber is Worth $18.2 Billion ·
- Musings on Markets: A Disruptive Cab Ride to Riches: The Uber Payoff ·
- Yext Raises $50 Million Series Funding at $525 Million Valuation ·
- Growing Apple at WWDC — Strategic Analysis of Product-Led Growth and Customer Lock-In ·
- Invaluable Raises $33.75 Million Series D Led by Insight Venture Partners to Scale Live Auction Marketplace
- Musings on Markets: Ballmer's Bid for the Clippers—Investment, Trade or Expensive Toy? ·
- Insight Venture Partners and GIC Acquire iParadigms (Turnitin) for $752 Million