Minh Quang Duong
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Business
Impressive as it is, Apple’s Services is still in the early days
Jan 8
Subscriptions reached 70% of NYTimes’ total revenue as ads revenue dropped by 30% YoY
Jan 3
Book review: Operaatio Elop and Turning The Flywheel
Dec 28
Amazon’s bully tactics and my thoughts on antitrust issues
Dec 23
Apple vs Facebook and its iOS adoption
Dec 18
Adobe’s impressive performance and Disney flexing its streaming muscles
Dec 12
Weekly reading – 5th December 2020
Dec 5
Target’s growth, Salesforce reportedly about to acquire Slack and Uber vs Lyft
Nov 26
As contactless payments become more popular in the US, card issuers should beware of Apple Card
Nov 22
AirBnb – an outstanding success, one not as great as many thought
Nov 20
DoorDash picked the perfect time to go public as the business has grown amid Covid-19
Nov 13
Apple – a 4th quarter unlike others and a year impacted by Covid
Oct 31
Though AWS slowed in growth, Amazon didn’t
Oct 29
Amazon Shopper Panel – Amazon’s latest big bold move
Oct 21
Apple Card grew balance by $1 billion in 3 months, up 50% from June 2020
Oct 18
Section 230 – The Failure of Facebook and Twitter
Oct 16
Weekly readings – 10th October 2020
Oct 10
Apple’s investment in the App Store and its value
Sep 19
Brief thoughts on Apple One & Apple Fitness+
Sep 16
My thoughts on Walmart Plus
Sep 4
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Minh Quang Duong 