Update to Economic outlook – H2 2023
Increasing fear of recession and impact on fed hikes on banks. Is there a way out for banks to build the trust among its customers.
Economic Outlook – 2023
Divergence in consumer spending patterns and changing sentiments, growing spending gap between high and low income families. Plus my predictions for first half of the year.
Is the black swan moment of the pandemic over?
2020 to 2022 - we just failed in our predictions, is the future any better?
Analyzing 2022 Holiday Season Sales
Factors that determined sales this season and predictions for 2023
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 rookie mistakes which costed Disney dearly over two year. Plus what should Iger's next order of business be as he begins round two at Disney.
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 crypto was building back since the Celsius debacle.
Meta (Facebook) Problems – Part 1: The Metaverse
It's all about how you define the problem. I just don't like the way Facebook defines the Metaverse
Economic Outlook – Understanding Supply and Demand
AMD, Samsung, and FedEx's outlook reports tell us…
TikTok vs Meta and 3 Trends in Digital Advertising
Influencer marketing is changing social graphs and Programmatic ads are changing our TV. Added Bonus section - Impact of removing 3rd party cookies on ads.
Halo Effect And Its Impact On Investing Decisions – Explained!
The Halo effect is a tendency to make inferences about specific traits based on a general impression. This example will help clarify the definition of the Halo effect. As an investor we need to question the information and even our judgement to ensure our investment is Halo free. This essay presents thoughts on how that can be done.
Netflix Earning, Microsoft Ad Deal & Why Microsoft – A Possible Acquisition?
Netflix has decided to partner with Microsoft for their ad-tiered model. Is there more than what meets the eye. Is Netflix planning for their exit strategy, with a possible acquisition by Microsoft. Also what did the earnings tell about the future of Netflix business. Read more to find out.
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Three Reasons Why BNPL Is Failing & The Future of BNPL
The slump within startups in the BNPL market is concerning. Especially Klarna which has gone down from $46B in valuation to $6.5B. The same goes for Affirm which has lost 80% since the beginning of 2022. Delinquency and securitization of loans is a real concern and will impact if regulations are not strengthened in this direction.
Crypto Gave Us Blockchain, And That’s It…
Read about the crypto debacle of 2022. It has a lot of historical similarities to the the internet and dot com crash of 90s.
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Conviction Investing – Now Is The Time
We are living in uncertain times. We witnessed a black swan moment in 2020 when COVID hit all of a sudden. We also witnessed crazy valuations that companies achieved in 2020 and 2021. And now we are back down. These are good opportunities to enter the market and practice conviction investing.
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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. Past management has burnt through cash very quickly and there is an urgent to sensibly invest the cash cushion available and build the moat. The company is torn between Hardware and Software as the future. In this blog, I explore Peloton's failures, business model, and the future. Amazon, Nike, or Apple may fit the criterion for a perfect acquisition, which can lead to cross-selling other services to an existing user base of 3M customers.
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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 revenue. It is definitely time for Twitter leadership to step back and reevaluate the business strategy. Twitter as a services company and Twitter as a social company should be separated. Allow third parties to connect and moderate their own content.
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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 content that will bring back subscribers. Gaming is a potential solution to these problems. Gamers across the world are rising and are attracted to franchise-based games. Live streaming is another solution. Both will provide an alternate revenue stream and attentive user time.
Intellectual Property (IP) is king in OTT/SVOD
Bad week for Netflix and other OTT companies as shares tumbled after Netflix Q1 earnings report. Well, losing subscribers is not the only problem Netflix has. They don't have an IP. Let us understand more on IP and its importance in today's OTT business. IP = Love = Revenue
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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 new era on the internet. Metaverse is the grand vision to provide a parallel universe. Costs of building it are high (in the range of ~$700B). The market is close to $14T. Is it all speculative or can companies like Meta, Microsoft, Roblox, etc. make it happen? There is a lot to unpack and understand. I explore these scenarios and dive more to understand the market of a metaverse in this article.
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