“Men, it has been well said, think in herds; it will be seen that they go mad in herds, while they only recover their senses slowly, one by one.” ― Charles MacKay […]
The Foolishness of Herds and the Ro of stock markets
mCommerce – First Mile Next Mile and Software eats Hardware
I saw this about Amazon Fresh and a great example of how every company realizes that the final battleground is the First Mile, while almost every business looks the consumer as the […]
Next Headline? Google acquires General Motors! Software eats Hardware!
Is this the next Headline? Google acquires General Motors or General Motors acquires Google? Software eats Hardware! That’s clear! SoftwareEatsHardware Following my blog I put together a quick overall summary of slides […]
Talpiot, NSA, Unit 8200, Pentagon, et al, engine of global innovation and entrepreneurship!
Without the military and defense the scale of innovation would not be the same. Look at what the internet did for the global economy contributing 100s of billions of dollars! From WW2 […]
In the tech industry, 3 Microprocessor cycles and you are History!
In the tech industry you have 2 microprocessor cycles of 18 months each to make it work, by the 3rd you are history… the list is endless from 1970s to 2013, there […]
Do you understand what software to build or invest into, Vital Essential Desirable.
I decided to write a quick brief. There are very simple principles of inventory management which I have applied to investing in companies or building software tech. The key was to understand […]
Job creation, innovation & peace? We need the military, DARPA, NASA, Talpiot, InQTel, Stanford, MIT?
Job creation and disruption are critical engines to economic growth, distribution of wealth and peace through markets. This is why Talpiot, elite military units, NASA, DARPA, Stanford, MIT, are all critical? Most […]
Company valuation, stock prices, portfolio asset allocation, ROE and BlackBerry?
In June 2011 I made a presentation to a CEO of a global company in Asia on the state of the the coming change of ecosystems and how some leaders would collapse […]
Business Models 101, the real competitive advantage of business and shareholder value!
I have been a long proponent of business models and why by just looking at the core of a business, you see the Profit Pool (http://www.bain.com/publications/articles/how-to-map-your-industrys-profit-pool.aspx) and the business model and you get […]
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