Excellent post by Philip Fierlinger on the Xero blog. He discusses the Xero approach to software, being agile, design led, and using rapid prototyping.
One of the reasons that I originally purchased shares in Xero was due to a comment in their product improvement update. …Read more »
Nuplex (NPX) is an NZE listed equity. On Friday 20th March they announced a 7 for 1 rights-issue with the issue price being 23 cents per share. The shares will start trading ex-rights on 26 March and the rights will be tradable from the 2nd April. …Read more »
I’ve recreated my metric birthday web-page. I first heard of the concept of a metric birthday from Craig Mercer, a former flat-mate of mine in New Zealand. The concept is that we should move to the metric system for birthday calculation, with the new unit of measurement being the kiloDay:
kiloDay = 1,000 days. (abbreviated as kDay) …Read more »
I have previously blogged about Xero, with an objective to structure my random thoughts about the Xero’s prospects and therefore its potential valuation. Along the same objective, this is my analysis of network effects that could affect Xero and the market for online accounting solutions. …Read more »
Network externalities, also known as the network-effect, are often important to consider when analysing technology investments. They are economic concepts that are useful in predicting the future structure of particular markets, especially technology markets where network effects are often prominent. …Read more »
I have been considering Xero, a provider of online accounting software, and whether this is a disruptive innovation for the SME accounting software market. Please see my overview of Clayton Christiansen’s book An Innovator’s Dilemma for a distinction between a disruptive and sustaining innovation and why disruptive innovations can significantly alter the market structure. …Read more »
For anyone interested in technology and investing, I highly recommend the book “The Innovator’s Dilemma” by Clayton M. Christensen. The following blog entry is my summary of the significant concepts.
The book proposes that there are two types of technological advances: sustaining innovations and disruptive innovations. The majority of advances are sustaining innovations. …Read more »
When starting this blog, one of my goals was to reflect on the different business lessons I have learnt in my professional life and attempt to articulate them. My first lesson-learnt appears to be self-evident: customer-focus. In my opinion, customer focus is a critical factor for a successful company, though it is often missed. How is it that something that is so obvious is so often missed? …Read more »
