6 AM Pacific

Charts on my mind

We’ve been working on doing some cool things with charting on our research platform. Thought I’d have some fun with it. Charts courtesy Google Charts API. Irrationality courtesy US Presidential elections.

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New Look for the Blog

As you will notice, 6AMP has a new look. The old theme worked well, but I was tiring of it. The new Wordpress theme is called Statement and is from Blogoh!Blog that I was happy to learn is now run by Jai Nischal Verma of Delhi.

The theme is clean and functional but easy on the eye. Migrating to the new theme required some work, but no major challenges. Had to figure out how to edit a psd file without having to buy Photoshop. GIMP did the trick.

I think I have everything working. Let me know if you find anything broken.

Farewell Facebook

I finally did it. I deleted my Facebook account. New York Times had an article about this [link]. A little bit of effort and some waiting and I got it done. I am now permanently out of the house of Facebook.
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Gridstone and the Top-Down Approach to the Semantic Web

What does Gridstone Research do? If an Equity Analyst asks this question, the answer we give is what our home page says,

Using cutting-edge technology, Gridstone assembles, analyzes and structures unstructured company information into financial data, guidance, operational data and structured text. Information that could take hours to assemble is available at your fingertips, at our website or directly in Excel.

This describes the end-user benefit. But for those who are interested in such matters, it still doesn’t answer the question of what we actually do. More »

Gridstone Excel Add-in

We just released a very important product - an Excel Add-in that allows Analysts to pull in our rich data directly into their spreadsheets. Excel is very central to the work flow of our users. We think that this is probably the easiest-to-use Excel Add-in in the Financial Information business.

I whipped up a Slidecast about it. Even if you are not connected to the Financial world, take a look at it. I think it is effective and I spent about a day on it and that too because I tried many different approaches until I hit my stride. Feedback is welcome. If you’re interested in the tools I used, leave a comment.

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Company of One

The English word company means “A group of persons”. I would surmise then that the business entity “company” got its name because it comprised of a group of persons engaged in a common business purpose.

An individual can start and run a company all by herself. There is nothing new about that. What is however changing is just how much that company can achieve with a small team. A few individuals can create a company with millions of dollars in revenues and tens of millions of dollars of value. More »

Joost - Internet TV for Real

I got an invite for Joost and tried it out yesterday. It rocked.

Joost, for those who haven’t heard about it yet, is basically internet TV. Full screen, high(er) quality, mainstream TV content streamed to your computer over broad band. The guys behind it are Janus Friis and Niklas Zennström, the same duo that did Kazaa and Skype. With their backgrounds you have to take Joost seriously.

And it doesn’t disappoint. Yesterday, I downloaded the beta version of the client software and settled down to try it out. My verdict - this was vastly superior to any other video on the internet and ‘acceptable’ when compared to regular TV. Every program started with a few seconds of rickety video but once the buffering kicked-in, it was smooth sailing from there on. More »

Don’t Believe Everything You Read

On May 16, Engadget, a blog on consumer electronics, posted breaking news that Apple’s iPhone and Leopard OS were going to be delayed. This was based upon an internal Apple email that they had been able to lay their hands on.Within a few minutes, AAPL had lost 3% off its market cap. Techcrunch has a blow by blow account here. Paul Kedrosky has another interesting take on the episode here.

My interest in this episode is in connecting it with other recent developments in text analysis based algorithmic trading to see what this might augur for the future. More »

Notes from the CRV conference

Spent a couple of days last week at the Charles River Ventures conference. (CRV is the lead investor in Gridstone). The attraction of the conference to me was to meet other entrepreneurs and to meet a great roster of speakers. As it turned out, the former objective wasn’t quite fulfilled, for good reason. But the speakers made the trip more than worthwhile. More »

More IT Services Bashing

Sujai Karampuri in Need Product Companies for India’s Growth makes an unconvincing case for encouraging the high tech industry in India. On the way he quotes data on the IT Services industry to prove his point that More »