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By Tai, October 30, 2009 7:16 pm

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@anhhung wrote a review on Mimo, the Twitter clone that supports SMS as I had envisioned.

I don’t intend to dig further on Mimo. Just this thought crossed my mind:

When an original product innovates, it creates a gap with its clones. This gap either forces to clone to chase the cloned, or allows the clone to innovate and differentiate itself.

If the second action is taken, an opportunity has been realized.

Comments (1)

By Tai, October 24, 2009 7:30 pm

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3 things I like best about the Facebook homepage design Oct 2009

1. Live Feed is back
2. Live Feed items are larger than they appeared last time before Mar 2009
3. “More about these friends” option is back

The new homepage design blends relationship and content:

• Friend adding updates are back
• High-lights are now omitted, that area is for suggestions to improve relationship

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By Tai, October 20, 2009 7:01 pm

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[Social Media] create low-cost and widely accessible tools.

Low cost does not mean cheap.

Low cost creates margin. Cheap only return cheap results.

Low cost is optimization. Cheap is arbitrary.

Low cost refines. Cheap creates messes.

Now, replace [Social Media] with “Your strategy”.

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By Tai,

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Social Media and Alpha

From the perspective of a funds manager, social media create:

1. Information inflow: for alpha capture
2. Information outflow: to influence the market

Social Media and Corporate Governance

1. Individual investors have more tools for monitoring the companies they own.

2. Bargain:

Traditionally investors have certain tools in hand to influence the companies: board, proxy fight, external audit, internal audit, credit rating agencies

Social media supplements mass media in strategies in corporate decision, social attitude and regulation bargaining.

The power of Social Media should not be overlooked, as many will be tempted to use these low-cost tools.

Comments (1)

By Tai, October 19, 2009 8:52 am

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• Bearish till the end of the year
• Consumable goods & maritime products will being a safe choice of investment as we draw close to Lunar New Year
• The exchange rate risk might affect many sectors in Vietnam, particularly banking
• Personally I don’t believe that the current AUD/VND and EUR/VND exchange rates will persist. My view is that AUD will depreciate after 2 months high
• Real Estate remains highly unstable