Author: Andrew Horowitz

Links and Reading for June 15th

Some of the more interesting and important items for June 15th :

Dolby Patent Suit Adds to RIM’s Woes – AllThingsD – Lousy news for Research in Motion on the eve of first-quarter earnings. Dolby Laboratories has filed patent-infringement lawsuits against RIM in the U.S. and Germany, claiming the company built...

Read More

China’s Business Cycle Index – Change of Character

The China Business Cycle index is jointly developed by National Bureau of Statistics and Goldman Sachs. The index is used for monitoring the situation of the macro-economic performance and forecasting the trend of future development.

As we already know, China’s economy is starting to slow as the government is doing all...

Read More

Pandora (P) : WOW – 87% of Revenues From Adverts

Wow, 87% is a big number and if anything starts to change in the world of advertising over time, this stock is going to end up being a real dog. Competition is fierce and the barriers to entry are low.

The company is not profitable and yet...

Read More

China Inflation and Retail Sales: Beware of Headlines

The headlines are already showing that there is a good deal to celebrate as China’s economy is still going strong. Even after several rounds of rate hikes and government measures to try to cool the economy, inflation is accelerating. But is this really good for the global economy?

The CPI measure...

Read More