SAP & IBM - How good of a fit they are!

"For every dollar of revenue that SAP books, there's five dollars of services, hardware and other software associated with that SAP system," Mills told me. "You really have to be careful about competing with your ecosystem. Because the modest amount of revenue and profit you might be able to get from an acquisition is likely to be dwarfed by the amount that you lose as you give up those ecosystem relationships." - Good analysis

Personal Finacial Stress Test!

A good tool @ CNN Money to check your financial health

US Economic Recovery Index

A Good matrix to look at!

Branding!

A Gem of a deck! Thanks Rehan Yar! I am already a fan of yours!

The Brand Gap

View more presentations from coolstuff.

Tech Trends!

Technology trends report by MS!

Angelic Indian Investors

These guys are supposed to have the golden touch!

Evaluating Financial Health

Here's a good first principles approach!

9 notions of innovation!

A great set of ideas on innovation

Cramer's Rules

Here are a couple of nice rules!

- Look at the Sector! Sector Growth Prospects >= Sensex Growth Prospects. Buying a good stock in bad sector is like buying a good home in bad neighborhood.

- If P/E <= Growth Rate, Buy Buy Buy! If P/E > 2* Growth Rate, Expensive!

- Short Term Losing Money but Balancesheet is Good - Buy, Buy, Buy.