Category: Mobile Payments
Posted Date:
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China VIE trouble for BABA?
That didn’t take long. Over the past few months I have been writing (also here and here) about Alibaba (Ticker: BABA). I mentioned one of the key risks with buying BABA stock is…
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Alibaba and Alipay
Alibaba has been doing well in the market since I last published on them. The stock has hit my ‘price target’, and their first results went well. If I were really covering…
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Launching “Coverage” of Alibaba
Over the next few days I will lay out some of my thoughts on Alibaba. I have been reading through their S-1 filings since they became available and a few things stood…
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New Financial Models: Alibaba’s Micro Loan Business
Yesterday, I wrote about a Marc Andreesen interview/Tweetstorm that called for disruption of financial products through better technology. One of the examples he gave was the use of big data tools and social…
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Turning to China – The Conglomeratization of US Internet Companies
There has been a ton of coverage on the Facebook/WhatsApp deal. I have read only a small portion of it, but I would classify much of the reaction as stunned silence. It is…
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Mobile Back-End comes to an End
A few months back I wrote about Facebook’s acquisition of Parse. Parse provided a “Mobile Back-End as a Service” (MBaS), which is an ungainly acronym for what is essentially a cloud-based host for…
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A few thoughts on mobile apps
I have been thinking about how mobile apps make money. In my post on Friday, I linked to a post from web greybeard Tim Bray who lamented that no one in the…
