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  • Down and Out-sourced

    Kind of like blogging, I never quite get around to executing various ideas for hedge funds so I’ll share one.  Big IT outsourcing deals are dead.  They just don’t pan out as advertised, end up being renegotiated and/or leave companies unable to adapt to a changing world.  The only customers with big outsourcing deals who…

  • Taking the Plunge

    Taking the Plunge

    To state the obvious, I am finally doing a blog.  I’ve wanted to do it for a long time but have held off for fear that the intervals between posts would be measured in geologic time.  Microsoft’s guidance on blogging is “don’t be stupid” but says nothing about frequency.  Hopefully the pressure of having leapt…

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