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  • Alibaba Is Already Bigger Than eBay And Amazon Combined
    Apr. 8, 2014 BABA 8 Comments

    Summary

    • Alibaba is more than just an e-commerce company.
    • Its move into banking without central government intervention ensures faster liberalization in China.
    • The banking customers win in the long run.
  • After WhatsApp Buy, Facebook Faces Stiff Competition From Tencent's WeChat
    Mar. 10, 2014 TCEHY, FB 19 Comments

    Summary

    • Facebook will face considerable competition from competitors in the East.
    • WeChat's footprint is greater than that of WhatsApp.
    • Even with FB's acquisition of WhatsApp, FB continues to lag in the message space.