• What I think about when I think about mobile gaming

    October 21, 2014

    When people inquire about my investment strategy, I explain that I try to structure my investment thinking around themes or theses. Readers of this blog will recognize that one of my favorite investment themes over the past few years has centered on the value chain of mobile gaming. Often, I visualize aspects of a theme […]

  • Mobile payments in the West, a primer

    October 14, 2014

    Last week Square raised a new $150m in equity financing led by the Singapore government fund, valuing Jack Dorsey’s mobile payments juggernaut at a rumored $6 billion. Also recently, Amazon launched a Square competitor, Tim Cook announced the iPhone 6 and Apple Pay, and Paypal reclaimed its independence from eBay. And that is just in America. […]

  • The pyramid of luxury consumption

    October 7, 2014

    On the heels of Paris Fashion Week and the abundance of glitteratti strolling around in the balmy summer weather wearing ostentatious dresses (I saw one model that seemed to wearing a ball gown made of rubber tubes and hanging orbs), it seems appropriate to reflect on the stages of wearable luxury. Here’s how I see […]

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