What I’m reading: Social Network Stocks Meltdown; Will Facebook Feel the Heat? An Alliance With Cable Is Exactly What Netflix Needs To Survive, How Lobbyists Run Washington, Business intelligence industry trends, Kick Windows Installers to the Curb; Go Portable for a Considerably More Awesome Windows Experience
1. Social Network Stocks Meltdown; Will Facebook Feel the Heat? If the recent market volatility has you Jonesing to pick up a few shares of downtrodden social media stocks like Yelp, please take 5 minutes to watch this analysis from my favorite trader. Bonus: Barry breaks down Facebook’s dilemma on the timing of their IPO (hint: The exclusive insider shareholders are looking to cash out ASAP )
2. An Alliance With Cable Is Exactly What Netflix Needs To Survive – An interesting take on a note I hit earlier with my prediction (hope?) that Apple’s imminent television product revolution would kill cable. I think I have too much emotion in this fight–so it’s hard for me to be neutral. It will be very interesting to see how this plays out. I still think that cable will end up as “dumb pipes” as media [read: product] innovation’s rate of change stymies infrastructure players because “the next thing” doesn’t have that pesky need to support legacy systems and services.
3. How Lobbyists Run Washington – Informative, maddening and cheeky. The addition of a rage comic meme was a touch of genius. Hat tip: Barry Ritholtz again; he sifts through the crap to share the best infographics.
4. Business intelligence industry trends – The Gartner magic quadrant for BI was recently updated. Monash Research dives deeper to highlight some important clarifications about Garner’s methodology. TL;DR – Mobile is overrated (for now), enterprise BI is nice but the leaders still fall short for data discovery, hence the scrappy UI-focused entrants.
5. Kick Windows Installers to the Curb; Go Portable for a Considerably More Awesome Windows Experience – From Lifehacker. Ever since I saw my first Chromebook I was thinking about building a portable Windows netbook. Here’s how to have a perpetually “fresh” machine. The obligatory Apple comment would be “take a smaller Macbook Air + App Store (iOS?) = profit…?”