Tuesday, July 28, 2009
Why Comments Matter
I was sitting at the pool in Portoroz Slovenia this afternoon and had an interesting experience.
Monday, July 20, 2009
The Internet Is Alive and Well (As an Investment)
James Altucher penned a column in today’s WSJ titled The Internet Is Dead (As An Investment). James is a fund manager and well read columnist on investing and he is entitled to his opinion.
Thursday, July 9, 2009
David Hornik on the VC Math Problem
David Hornik–a partner at August Capital Management LLC, which boasts raising the year’s biggest venture capital fund with its $650 million balanced-stage fund–weighs in on the challenges facing the VC industry, including what Union Square Ventures co-founder Fred Wilson has called “The Venture Capital Math Problem.”
Friday, January 16, 2009
The Valuation Blues (aka How FAS157 Is Tortuous)
I’m all for transparency and mark to market. As Roger Ehrenberg has blogged about consistently, investors need to know what the underlying securities are worth inside banks, brokerage firms, insurance companies, hedge funds, private equity funds, and yes, venture capital funds.
Wednesday, October 8, 2008
What to Look For Next
The Treasury, the Fed, and Warren Buffet have been the only buyers in this meltdown and have been largely focused on financial companies.
Tuesday, September 30, 2008
Why the Flow of Innovation Has Reversed
The vector of innovation has changed. It used to be that innovation started with NASA, flowed to the military, then to the enterprise, and finally to the consumer. Today, it is the reverse.
Thursday, June 5, 2008
The Weird Economics of Information
Several months ago I ventured into the spooky economics of information with a post that suggested that data had an increasing marginal utility. A number of folks who know a whole lot more about economics than I do argue that it was not exactly an increasing marginal utility, but they acknowledged that there was something weird going on. Relying again on my naiveté, I thought I’d try another post on the weird economics of information. It is almost certain to be wrong. Hopefully it will be wrong in an interesting and useful way.
Tuesday, May 20, 2008
Radio Silence
When negotiating a term sheet or a biz dev deal, it’s important to keep in mind that the end goal of the negotiation is establishing a partnership. This is very different from, say, buying a house, where post-closing, you (hopefully) have nothing to do with the seller. For a partnership to get off to a good start, it helps for both parties to feel good about the process of the negotiation. I have found that an important ingredient is to set realistic expectations about how long it will take you to respond to a new draft or a set of questions.
Monday, February 4, 2008
How Yahoo Can Get Out of the Microsoft Bear Hug
Let me start this post by saying that I don’t think Microsoft will achieve its goal of obtaining some sort of balance and scale in the search market with an acquisition of Yahoo. If you look at the share of search that Google has had over the past five years, it’s an ever increasing line. I think that line will keep increasing, year after year, until Google has all of the search market (at least here in the U.S. and the English-speaking world). I don’t think there’s much that Yahoo and/or Microsoft can do about it.
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