Amazon, Google, and Facebook: Bigger is Better

Why giants thrive The power of technology, globalisation and regulation This is why a simple investing strategy that goes ‘long’ equal weight the three biggest, fastest growing, and most successful tech companies (AMZN FB and GOOG) has done so well. Is past performance indicative of…

Right Again: Tech Companies Keep Posting Blowout Earnings

Over and over again, I keep being right. In mid-2015, in the article Why the Web 2.0/Tech 2.0 ‘Bubble’ Refuses to Burst, I wrote: But I am pessimistic about the hardware unicorns (Fitbit, Skullcandy, GoPro, Jawbone) as opposed to the app/website ones, so It’s not…

Facebook – Protecting Your Privacy

Why Facebook Is Emasculating And How To Stop It The solution, of course, is to delete your profile. And while some Conservatives complain about Facebook (as the ROK article above does), many conservatives and libertarians use Facebook. And Facebook is hardly liberal in the sense…

Snapchat’s Huge Windfall : The State of Web 2.0

Looks like my 2014 prediction of Snapchat, originally valued at $4 billion, being worth $30 billion by 2016 is coming true. This talk of bubbles reminds me of 2007 when everyone, including all the experts, was certain Facebook was a bubble at a valuation of…