1 day ago

Submitted by Tai Tran from blog: 1. Google’s massive free cash flowWhen time is right, a dividend would strongly boost GOOG’s stock price, strengthening their confident announcement that crisis was over.Or a share repurchase might be useful a strategy, especially when they need more innovation.2. Social Media is not a fad, but an evolution.But, sub-trends (Read More)

1 day ago

Submitted by Tai Tran from blog: 1. I intend to ask this question from those who don’t like the redesign in October 2009: “Had you been using Facebook before March 2009?” The reason is that I was fine with Facebook’s newsfeed prior March 2009. When they redesigned to move to content in March 2009, I backed out from the site. Then I [...]. (Read More)

3 days ago

Submitted by Tai Tran from blog: When Yahoo! 360 closed down, I ebullient promoted WordPress and Blogger to all who wanted to find a good blogging platform.People with professional intention stayed with WordPress & Blogger.But one thing I had predicted and feared has come true. Those who write personal slowly & silently migrate to the uninspiring, plain an (Read More)

3 days ago

Submitted by Tai Tran from blog: Whether content or conversation is king is irrelevant. Content and conversation are means to opportunity. Content is an excuse to initiate opportunity. Conversation is an excuse to realize opportunity. *** Think of contents on social media as information derivatives. (Read More)

Oct 30, 2009

Submitted by Tai Tran from blog: I quickly noted here and here that Facebook was in its interim period. That period lasted for half a year from March 2009 to October 2009. This is the visualization of the shift in Facebook’s direction. What was Facebook intention for moving toward content in the first place Experiments for innovation. (Read More)

Oct 30, 2009

Submitted by Tai Tran from blog: @anhhung wrote a review on Mimo, the Twitter clone that supports SMS as I had envisioned. I don’t intend to dig further on Mimo. Just this thought crossed my mind: When an original product innovates, it creates a gap with its clones. This gap either forces to clone to chase the cloned, or allows the clone to [...]. (Read More)

Oct 24, 2009

Submitted by Tai Tran from blog: 3 things I like best about the Facebook homepage design Oct 2009Live Feed is backLive Feed items are larger than they appeared last time before Mar 2009“More about these friends” option is backThe new homepage design blends relationship and content:Friend adding updates are backHigh-lights are now omitted, that area is for (Read More)

Oct 20, 2009

Submitted by Tai Tran from blog: Social Media and AlphaFrom the perspective of a funds manager, social media create:Information inflow: for alpha captureInformation outflow: to influence the marketSocial Media and Corporate Governance1. Individual investors have more tools for monitoring the companies they own.2. Bargain:Traditionally investors have certai (Read More)

Oct 20, 2009

Submitted by Tai Tran from blog: [Social Media] create low-cost and widely accessible tools. Low cost does not mean cheap. Low cost creates margin. Cheap only return cheap results. Low cost is optimization. Cheap is arbitrary. Low cost refines. Cheap creates messes. Now, replace [Social Media] with “Your strategy”. (Read More)

Oct 19, 2009

Submitted by Tai Tran from blog: Bearish till the end of the year Consumable goods & maritime products will being a safe choice of investment as we draw close to Lunar New Year The exchange rate risk might affect many sectors in Vietnam, particularly banking Personally I don’t believe that the current AUD/VND and EUR/VND exchange rates will persist. (Read More)

Oct 08, 2009

Submitted by Tai Tran from blog: 1. Most books and academic articles follow this structure:Introduction including roadmapIn a paragraphTopic sentenceEvidences / supporting ideasConcluding sentenceConclusion, summarizing main ideasParagraphs and ideas are connected with transition words.So a skimming strategy can simply be formed:Read the introductionRead t (Read More)

Sep 23, 2009

Submitted by Tai Tran from blog: They regain focus by releasing the new search with local search.They put on the negotiate the crucial contract with Microsoft to prolong the search war saga.They trim off “bad Yahoo!”.They save costs on R&D by cloning Tumblr for their new service Meme.They regained email market share with new improvements to Yahoo! Mail.And (Read More)

Sep 18, 2009

Submitted by Tai Tran from blog: Theoretically, it is sensible for a Profile to be the center of a wide range of social features and the social platform. Just why Yahoo! has Yahoo! Profile for its Open Strategy.Nevertheless, major updates have been realized in Yahoo! Mail.Firstly, the front page now includes updates from a user’s connections.Then applicati (Read More)

Sep 11, 2009

Submitted by Tai Tran from blog: Why TwitterCurrent events appear quicker than the pressAnother channel for influencing the marketEfficiency and velocity of data publicationMany trend spotters and influencersMobileWhat to do on TwitterMonitor current events in real-time. e.g. a conflict in Middle East will affect the oil industryCapture off-balance-sheet (Read More)

Sep 08, 2009

Submitted by Tai Tran from blog: WhySocial Media is about ease of creating and distributing information at low cost. The market always hungers information.Investors do not only absorb information from mainstream media and securities companies’ analysis, they expect information from other investors.Some investors are worth following than others.Why Vietnam (Read More)

Tai Tran