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Internet Platforms and Network Effects

We talked quite a bit about the advantages and disadvantages of platforms over traditional pipelines, but there is one aspect that was glaringly absent. Network effect is a critical element of any platform, not only does it allow platforms to grow rapidly, but also allows it to defend itself against

How Platforms Disrupt Different Industries

Through a cursory glance at the different internet platform companies, we see that although platforms permeate all industries, some industries are more disrupted than others. Certainly, platforms are superior to pipelines in some aspects, but the advantage does not persist equally in all industries. What makes certain industries more vulnerable

Introduction to Internet Platform Companies

The advent of the internet has fundamentally changed how we live, consume, and travel. To search for information, we no longer turn to yellow pages or encyclopedias, but Google and Wikipedia. To buy gifts, we no longer need to go to the store, we can browse for widgets on Amazon

10 Implications of the Coronavirus on the Chinese Economy

With parts translated from an article by 水木然 The 2019 novel coronavirus, known as COVID-19, has been in the headlines for a few weeks. The deadly virus originated from Wuhan, Hubei right before Chinese New Year (CNY), and has since spread over China and subsequently the world. As of February 21st,

Chinese Technology Stocks in the 2020s

Chinese stocks are hot. Technology stocks are hot. Chinese technology stocks are probably more hot. Large asset managers as well as retail investors in the US have jumped on the Chinese technology stock bandwagon. As per usual, Wall Street tends to simplify a phenomenon and turn it into something that is

Food delivery feeding friends and investors alike

By Francesco Biondo  Initially posted on the BSPEC blog The gig economy, which comprises all the businesses offering “on-demand” and temporary jobs for people to carry out according to their availability, has taken off. The concept is both simple and exceptional: online platforms match individuals willing to offer their time and expertise

Salesforce making moves in the CRM industry with recent acquisition of Tableau

World’s #1 CRM and #1 analytics platform come together to supercharge customers’ digital transformations Combination to accelerate Salesforce’s opportunity in the $1.8 trillion digital transformation space On June 10th, 2019, Salesforce announced they would be acquiring Tableau for $15.7B in an all stock deal. Class A and Class B shares of Tableau

Can Technology Sector Stocks Keep Rising?

What is a Technology Stock? In a previous post, we briefly discussed lofty valuations for tech companies. However, simple attribution analysis will show that these richly valued companies have been responsible for much of the growth in the 10 year bull market. Market pundits and talking heads that show up on

The Upcoming Tech Unicorn Parade

2019 Unicorn Class For readers who have been living under a rock, a unicorn - in finance jargon - is a private company with a valuation of over $1 billion. Of course, as there is no observable public market price for private companies, this valuation is gleaned from the implied valuation

Cloud Computing Primer

Cloud Computing Overview Cloud computing is the provision of internet services through the internet (the “cloud”). This includes databases, storage, software, and servers. Most businesses that use computers will eventually move to the cloud due to the advantages from a cost and flexibility perspective. As an example, instead of a server with a