Update to Economic outlook – H2 2023
Increasing fear of recession and impact on fed hikes on banks. Is …
Economic Outlook – 2023
Divergence in consumer spending patterns and changing sentiments, growing spending gap between …
Is the black swan moment of the pandemic over?
2020 to 2022 – we just failed in our predictions, is the …
Disney: Replacing Bob with Bob, Will it help Disney regain its focus on building exponential love?
Chapek played the hand that was dealt by Iger. He did make …
Are you still trying to build your trust in Crypto? Well, FTX and SBF made it easy!!
FTX and Alameda scam explained. A corporate fraud that destroyed any image …
Meta (Facebook) Problems – Part 1: The Metaverse
It's all about how you define the problem. I just don't like …
Economic Outlook – Understanding Supply and Demand
AMD, Samsung, and FedEx's outlook reports tell us everything we need to …
Halo Effect And Its Impact On Investing Decisions – Explained!
The Halo effect is a tendency to make inferences about specific traits …
Netflix Earning, Microsoft Ad Deal & Why Microsoft – A Possible Acquisition?
Netflix has decided to partner with Microsoft for their ad-tiered model. Is …
Crypto Gave Us Blockchain, And That’s It…
Read about the crypto debacle of 2022. It has a lot of …
Conviction Investing – Now Is The Time
We are living in uncertain times. We witnessed a black swan moment …
Peloton wanted to build the iPhone but they should settle for the Android instead. Let’s find out Why?
With a fresh injection of $750M, Peloton is looking for multiple options. …
Dr. Strange, Q2 Disney Results and the Moat
Disney is the envy of every media company, regardless of whether it …
Three Twitter problems Elon Musk needs to worry about and Two potential solutions to bring Twitter back into the revenue game
Twitter is struggling to gain users and it is impacting the ad …
3 problems faced by OTT/entertainment industry and why gaming is a potential solution
OTT industry is fighting hard for user attention, building IP, and producing …
Intellectual Property (IP) is king in OTT/SVOD
Bad week for Netflix and other OTT companies as shares tumbled after …
Unity and Meta – A formidable combination, it’s a win-win
Unity software is on a staggering journey growing their revenue over 40% …
Metaverse and Numbers: Understanding the COST and TAM – Part III of the Metaverse series
What we need are the social attitudes to change to experience this …
Compounding Your Growth
Thought of sharing this great article that I came across on the …
Is Tesla Overvalued?
I value Tesla at $300/share ($60 after the forward split on 8/28/20), …
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