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Capital Allocation
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- Two Minutes, Fifty-six Seconds: Apple's iPhone 5C Pricing Strategy and Brand Positioning ·
- Twitter Acquires MoPub — Strategic Analysis of Mobile Ad Infrastructure Consolidation ·
- Musings on Markets: Love the company! Love the product! Love the stock? An Update on Apple ·
- Another Nokia Explanation; The Same Tragic Conclusion ·
- The Deal That Makes No Sense: Microsoft's Nokia Acquisition Analysis ·
- If Steve Ballmer Ran Apple – A Study in Profit Maximization vs. Innovation ·
- Cvent Announces Pricing of Initial Public Offering
- Amazon's Dominant Strategy ·
- The iPad is like the iPod, not the iPhone ·
- Mediaspectrum Announces $35.8 Million Investment from Insight Venture Partners
- Services, not Devices: Why Microsoft Should Abandon Hardware Dominance for Platform Services ·
- The Uncanny Valley of a Functional Organization ·
- Why Microsoft's Reorganization Is a Bad Idea ·
- From my Inbox: GarageBand and sustainable businesses ·
- Why Doesn't Apple Enable Sustainable Businesses on the App Store? ·
- Equity Risk Premiums (ERP) and Stocks: Bullish or Bearish Indicator ·
- Paul Otellini's Intel: A Strategic Retrospective on Missed Opportunities ·
- The Android Detour ·
- The Intel Opportunity ·
- Apple: News, Noise and Value ·
- Credit Agencies Deem Apple Less Safe than Subprime Mortgages ·
- The Death of HTC in Seven Bullet Points, Revisited ·
- Value Chains – How Industry Structure Determines Business Winners and Losers ·
- Hey! You! Get off of Google's cloud! – Stratechery by Ben Thompson ·
- The Death of HTC in Seven Bullet Points ·