Tag Archives: IPO
Bubble yes, anywhere near over, no…
There has been quite a bit recently written about the emerging bubble in the venture eco-system. Certainly we are in the early stages of it by looking at valuations. Now that companies like LinkedIn are public and companies like Zynga are ready to go, the “quant” types are able to write up DCF type valuation […]
The Groupon Rorschach Test
Valley People poured over the Groupon IPO filing like the NYT over Palin emails, looking for clues. They saw what they wanted to see. It ranged from “Ponzi Scheme!” and “Swindle!” to the ironically witless “no, it’s like Amazon and other dot-coms.” They meant to justify Groupon because Amazon ran years of losses before become […]
