Onlineservices
Netflix is one of the most admirable cases around on corporate strategy AND execution. It shows how you can make billions out of simple things. That said, they have to kill a lion a year to stay ahead. Investment-wise, we never got to the point where we felt we knew enough to invest in them – and don’t regret not doing it.
Read more about Netflix doing the right things at the right time
The Wall Street Journal has a nice piece today on Google’s option repricing bonanza now that the stock is back to the US$ 500′s. Not a second too soon, not a bit exaggerated.
The Netflix Prize has been awarded and it’s a great example of crowdsourcing. But is such “open collaboration” a tool for every situation? How open do you really want to be? Some are looking at his and saying “hold your horses”. That’s always good advice in our book.