Category Archives: Technology

facebook 2.0

Facebook 200.0….or $200 billion?

Sorry folks, don’t want the headline to confuse. Obviously, the Facebook social network is  not launching a new product because it’s not really a product but a social network platform/service. The $200 billion franchise valuation is a fact. 

September 11th, 2014 by

Technology

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apple store

Charting confidence….. two stocks tell us all.

We are watching consumer discretionary stocks in the US pick up speed and we stick to our best confidence barometer in the world. Check out Amazon’s chart, and if you still not convinced take a little bite out of Apple….

July 14th, 2014 by

Technology

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apple think

It’s all about mobile….and Apple think no different!

For all the carping about its buy-backs, Beats buys and no new organic products it is interesting to note that Apple’s share price has stealthily surged by almost 50% in the past 12 months!

June 4th, 2014 by

Technology

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ipad

Tablet market slowdown vs bond certainty…..

Apple launched the iPad in April 2010, just 4 short years ago. Apple also issued 30 year bonds to yield hungry investors just last year. We are intrigued…

May 13th, 2014 by

Technology

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fjord norway

Best selling car model in Norway of all time?

Some news snippets just take your breath away. If readers wanted a glimpse of the consumer future for rich developed economies why not take a peek at Norway and see which car model has just smashed all time sales records?

April 9th, 2014 by

Technology

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TWTR v FB

Is Twitter feeling the news feed heat from Facebook?

This writer has been a big fan of Twitter as a primary news feed and like all communications platforms the battle for live content is concentrated in news and sport.

February 6th, 2014 by

Technology

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tesla_roadster

What’s the best selling car in Norway?

The Germans won’t be happy. It’s not VW which is No.2. In fact it’s….. Tesla. The super cool electric car has topped the Norway sales league tables in some of the latter months of 2013. Simply astounding.

January 15th, 2014 by

Technology

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wealth destruction

Google builds infrastructure threat for telecoms…

Regular readers will be aware of our concerns on the sustainability of telecoms franchises. Only recently Vodafone massively upgraded its capex spend plans out to 2015 but will they earn an adequate return?

December 17th, 2013 by

Technology

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digital media

Media sector: Twitter and digital media in perspective….

Twitter didn’t quite hang on to its IPO debut highs but perhaps now is the time for some perspective. Global annual ad spend across all media platforms for 2012 was circa $550 billion.

November 13th, 2013 by

Technology

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xfactor

Guess the 2 year old UK assets with a $1 billion valuation….

We are being suitably opaque with the title to “up” the thrill factor. Call it cowardice or Cowell-ice. The company is older than 2 years but its key assets are not. Now for the thrilling bits popping out of a … Continue reading

November 5th, 2013 by

Technology

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