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Concept Arbitrage: Travelocity

Posted on Friday, Jun 23rd

Indian Online Travel Market – analysis.

Concept Arbitrage: Preface

Posted on Friday, Jun 23rd

This is an introduction to a series on entrpreneurship in India, investments, investment prospects, and emerging trends and opportunities.

More on Bill Gates

Posted on Monday, Jun 19th

From Betsy Corcoran. I happen to be in complete agreement with everything she describes, including that Gates is justifiably moving on to the next stage of his legacy-building journey.

Bill Gates

Posted on Thursday, Jun 15th

Bill Gates has announced today that he will no longer be involved with running Microsoft on a day-to-day basis. All through the nineties, and still today, it has been fashionable to bash Gates and his lifetime achievement, Microsoft, the world’s largest software enterprise. Personally, I have a HUGE amount of respect for Gates and what he

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Dissecting Online Tutoring

Posted on Monday, May 1st

Online Tutoring is a strong market opportunity, especially 1 On 1, and by leveraging tutors from India. However, venture deals out there have not yet got the strategic marketing right. A set of questions to ask …

2006 Tech IPO Prospects & Market Outlook

Posted on Thursday, Apr 13th

2006 IPO Prospects.

Indian Chips

Posted on Friday, Apr 7th

Cadence – Apollo JV: huge opportunity for both companies.

Online Colleges: Staggering & Growing Numbers

Posted on Thursday, Mar 30th

Online education is a great category. Opportunities exist in India, China, and other hungry emerging markets.