Invest in Trends, Cannibalize to Grow – Sell Yahoo, Buy Apple Invest in Trends, Cannibalize to Grow – Sell Yahoo, Buy Apple
Avoid Gladiator Wars – Invest in David, Make Money Like Apple Avoid Gladiator Wars – Invest in David, Make Money Like Apple
Why Apple is Worth More Than Wal-mart – It’s About the Future, Not the Past Why Apple is Worth More Than Wal-mart – It’s About the Future, Not the Past
Identifying the Good, Bad and Ugly – From Apple, Netflix to Google, Cisco and Rim, Microsoft Identifying the Good, Bad and Ugly – From Apple, Netflix to Google, Cisco and Rim, Microsoft
Let Sears Go! No Subsidies, and Sell the Stock. Invest in Groupon Let Sears Go! No Subsidies, and Sell the Stock. Invest in Groupon
Not All Earnings Are Equal – Revenue Growth Matters! (Sell Microsoft) Not All Earnings Are Equal – Revenue Growth Matters! (Sell Microsoft)
Disruptive Innovators Create More Value Than “Core Focused” Companies Disruptive Innovators Create More Value Than “Core Focused” Companies
Leading Google – Larry Page Needs More White Space Leading Google – Larry Page Needs More White Space
How to Manage Lock-in, Including Applying Social Media Marketing, Video on Facebook How to Manage Lock-in, Including Applying Social Media Marketing, Video on Facebook
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America’s Wrong-headed Jobs and Innovation Policies – Why We Don’t Create Enough Amazon.com’s America’s Wrong-headed Jobs and Innovation Policies – Why We Don’t Create Enough Amazon.com’s