Research2zero

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wikinvest Sr. Associate
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Official blog for our technology research business.


We’ve been looking at a small Chinese semiconductor company that has some interesting product lines and what appears to be pretty strong operating management.  It’s been an ugly transition as the company has the core market of multimedia SoC products has left them at a much lower revenue run rate ($40-50M/year) then they have enjoyed [...]

Posted on 07:40, November 6, 2009

I came to know this phrase when reading about the rise of the railroad industry in the US.  It certainly represented a golden era of opportunity for those that figured out how to exploit it.

As we noted in our last Weekly Wrap Android adoption is the top story in the mobile Internet space.  We brought [...]

Posted on 04:56, October 29, 2009

We were not fully prepared for the sharp sell-off in Baidu stock on Tuesday when BIDU opened up in the $360 range, down from the $430 level where it closed on Monday.  As the Google of China the stock has a short and compelling positioning that many would say make it a “must own” kind [...]

Posted on 08:35, October 28, 2009
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