Edison Investment Research

Spotify - Free foundation

Apple Music still making no dent

India e-commerce - Road to ruin

The only likely winner in India is now Amazon

Apple FQ3 17A - No pause here

Solid base for new product launches.

iOS vs. Android - Catch-up

Android is snapping at Apple’s heels.

Amazon Q2 17A and Baidu Q2 17A - Back to basics

Amazon and Baidu get back to doing what they do best

Facebook Q2 17A - Cash community

Community is about cash generation

Facebook - Empty head

Another smart speaker that badly needs a brain

Killing the goose that laid the golden eggs

Tanzanian resource nationalism - replaying past mistakes

In London, the shares of Acacia Mining (formerly African Barrick Gold, the 62%-owned, listed subsidiary of Barrick Corp) have fallen by almost half in the last 24 hours, after the Tanzania Revenue Authority demanded $190bn ($40bn in alleged back taxes, with the rest in interest and penalty charges).

Alphabet - Other people’s money

. Core businesses showing signs of maturity.

Uber vs. everyone - Colonial times

Uber’s dreams of colonisation are slipping away