The software trap
Software companies have long ignored piracy most developing Asian countries, as a way of building market share. They are now starting to crack-down, and Adobe have apparently started on Sri Lanka. A friend of mine asked me what a business faced with a sudden increase in its costs (licences for some of this stuff are expensive), could do by way of switching to open source. This is my reply. (more…)
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Wogen not irrationally priced
Richard Beddard appears to be willing to agree with me that most active investors will under-perform. We still disagree about how investors’ chances of out-performing are. Richard has focused on a particular company , Wogen, as an example of irrational underpricing. Naturally, it is now essential that I poke a few holes in his bullish analysis. (more…)
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