Areas I’m most likely to invest in during 2010
I have always been fairly thematic in my investment approach. For me, the process starts with identifying big markets that are either 1) emerging (and will therefore be created over the next several years) or 2) undergoing some structural shift that will enable new entrants to grab market share from incumbents. I have seen Companies succeed in [...]
SaaS and Software: A distinction with a difference
Anyone who knows me reasonably well knows that I tend to be a structured (albeit non-linear) thinker and that I have a penchant for semantics. Words have meaning and are not to be trifled with. Words with different meanings should not be used interchangeably; they have different meanings for a reason. So when I got a call from [...]
Gmail Themes as Productivity Tools?
OK, this may be a bit of a stretch, but I really think the newly released themes for Gmail do more than appeal to our senses. They actually have a very practical application: differentiating between multiple Gmail accounts. I have branded (Google Apps, using my own domain) accounts for business and personal use, and a [...]
