So far, Nokia’s comeback – where they bet everything on the Windows Phone operating system – has been an unmitigated disaster: – In late 2011 they launched their Lumia 800 smartphone, which was immediately out-sold 100 to 1 by the Samsung Galaxy S2 in the UK … a country known to traditionally love Nokia – [...]
Read moreGoogle’s Moat
Google’s share price has underperformed in recent years. Despite growing strongly, even through the credit crisis, investors appear to have misunderstood Google’s strategy and feared that competitors may steal a march on the search engine giant. Investors instead fell in love with Facebook and Apple, the latter probably completely justified given its enormous profitability. Many [...]
Read moreHow to Fix Greece
It occurred to me recently that there is a very simple solution to the Greek debt & subsequent Eurozone crisis which should have been tried before forcing a controlled default and recapitalising the EU banks (as is currently being discussed by EU leaders). It is now widely agreed that politicians in the Eurozone have been [...]
Read moreLithium Sulphur on the Road by 2013
One of the companies I invested in last year, Oxis Energy, has just announced publicly a partnership with e-Bike manufacturer Whisper Bikesthat should see Lithium Sulphur rechargeable batteries hit the roads & be available for the public to buy for the first time in 2013. You can find the full press release here. The quick [...]
Read moreGoogle Buys Motorola = Genius
I’ve just read the news that Google has agreed to buy Motorola Mobility for $40 per share in cash, totalling around $12.5billion. This is an absolutely genius move by Google and pulls the rug out from under Apple and Microsoft who have been aggressively targeting anyone that manufactures Android devices. Firstly, there is the price. [...]
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January 20, 2012
