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On March 28, 2018, Al commented on Fundrise – Real Estate investment for everyone? :

I totally agree, and the criticism on some of these platforms is happening already because of a few unsuccessful deals. However whats helping Fundrise is that its diversified over 30+ deals so they balance the risk if a couple deals went bust, unlike other platforms were investors can put 5K or 10K in direct investment and if the deal default they lost the whole investment. I think its risky either way and they haven’t been exposed to a real test yet and survived a market crash or a rescission.

On February 1, 2018, Alaa commented on Fitbit: From Winner to Loser :

Thanks Pumchanut for sharing, I can see a similar pattern with Go-pro and similar trends that was taken over by mobile phone or bigger competitors, I was surprised that they are competing head to head with Apple and Xiaomi, and I think theirs strategy to expand their business to health solutions and recent acquisitions may maintain that competitive advantage for awhile. I wonder if they could partner with major manufacturers, health insurance companies or fitness clubs, to provide their services on a broader range and not just wearable products.

On February 1, 2018, Alaa commented on Amazon | To Go Or Not To Go :

Great Post! I am trying to figure out the pattern of all the acquisitions by amazon, I feel they are organic focusing on technology consumer products, grocery etc. and now developing their own sports product line. I am not sure how sustainable is it, are they trying to grow organically in different business model to diversify their investment overtime or they are are enforcing their brand. I guess will see how Amazon Go will develop, and if consumers will adapt quickly with such technology and shopping experience.

On February 1, 2018, Alaa commented on Marriott’s Innovations has it Sleeping Soundly (for now) :

Great Post, I think Marriott along with Accor Hotels are the most successful companies so far to compete with short term rental platforms, through new technologies or new brands like Moxy Hotel. However, Personally I believe Major hotel companies have a good shot to survive the disruption wave specially that cities are starting to regulate short term rentals. However, are new technologies and new brand are enough to convince guests that hotel may provide the same experience as local or authentic accommodation?