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Ashkan Karbasfrooshan

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  • Microsoft or Google Will Buy Twitter in 2010 [View article]
    Thanks James. Re: Wave, Google also invested a lot in Google Video but didn't hesitate to buy YouTube for $1.65B in stock. If you hear Sergey Brin, he is pretty open is saying "if someone comes to us re: M&A, we will consider it" so considering that both Evan Williams sold Blogger.com and Dick Costolo sold Feedburner to Google, I am sure thay know how to connect ;) - the question is, whether or not either had a good taste in their mouth after the sale and implementation to consider this.

    Sure, the money would be nice, but I doubt either has a massive stake in the company, most of the proceeds would probably go to the money folks so maybe Evan, Dick and Biz really want to go big. Problem is, at their valuation, they need a massive AdSense like success... not sure "Premium accounts" will do the trick.


    On Nov 23 10:01 AM James Beswick wrote:

    > Great piece - many interesting points. I'd be really surprised if
    > Google steps in here though, since it wouldn't jive well with Google
    > Wave and they probably don't want to disturb the Justice Department
    > monopoly people while they're busy sleeping over the banking situation.
    Nov 23 01:09 PM | Likes Like |Link to Comment
  • Microsoft or Google Will Buy Twitter in 2010 [View article]
    Carlos, anything is possile but old media really lacks a) the stomach and b) the financial wherewithal to come up with the cash and their stock (as currency) isn't enticing to most of the backers here, I think.

    On Nov 23 09:52 AM Carlos Navarro wrote:

    > Thanks for distilling this down to the essence of Twitter's long
    > term viability: revenue generation. At the end of the day, Twitter
    > can only burn through other peoples' money for so long; at some point
    > it has to convert into a true profit-generating machine which it
    > has clear potential to do. I'm curious, however, whether another
    > media company might have interest in Twitter; perhaps an old media
    > company trying for one last "Hail Mary" try at reviving its media
    > interests? Not sure -- but would enjoy hearing someone's response?
    > Thanks. Carlos Navarro
    Nov 23 01:06 PM | Likes Like |Link to Comment
  • Will Wall Street Buy Tim Armstrong's Plans for AOL? [View article]
    Hampton, quite true. I think one of the main issues is "type" of content. TWX has great "super premium" video content and long form journalism articles that don't do quite as well online as traditional media would like.

    And... I am guessing, but not sure the AOL editors want to push these either, as they see what kind of content works better.


    On Nov 15 11:46 AM Hampton wrote:

    > It is curious that Bewkes is focusing Time Warner on content, yet
    > he is spinning off AOL which is now hanging its hat on content. Either
    > he doesn't believe AOL will succeed or he just doesn't want to make
    > the effort.
    Nov 15 05:13 PM | Likes Like |Link to Comment
  • Will Wall Street Buy Tim Armstrong's Plans for AOL? [View article]
    Wow, thanks for the kind words. Glad you enjoyed them. I still pen management/success style articles on HipMojo.com.

    On Nov 15 08:05 AM GordonG wrote:

    > Ash -
    >
    > 1. I loved your old success articles from askmen.com. they were
    > an inspiration for my own success. almost every one was a masterpiece.
    >
    >
    > 2. excellent analysis on AOL. as a long-suffering TWX shareholder,
    > i hope they finally figure it out.
    >
    > Keep up the great work!
    >
    > BEST WISHES!
    >
    > G
    Nov 15 05:11 PM | Likes Like |Link to Comment
  • How Much Is NBC Worth? Part II [View article]
    You raise a great point. I had done a similar exercise with enterprise value but not here. My apologies.

    On Oct 02 12:56 PM nmittal wrote:

    > I have read your articles in the past, and have enjoyed some interesting
    > ideas articulated. I believe your table is using incorrect metrics
    > as all of the media firms listed are not solely capitalized by equity.
    > So, using market cap to sales or EBITDA valuation multiples are inappropriate.
    > The total enterprise value needs to be reflected, incorporating debt
    > and preferred, if applicable. Those multiples should be substantially
    > higher.
    Oct 7 10:09 PM | Likes Like |Link to Comment
  • Skype Founders Are Destroying Their Reputation [View article]
    BTW Hummer, they didn't "maybe" have plans for their technology, it was part of Joltid's Global Index which they used in Kazaa AND subsequently in Joost, I totally understand why they did not sell it, but to turn around and sue eBay after eBay paid them $2B is crass.
    Sep 21 09:14 AM | 1 Like Like |Link to Comment
  • Skype Founders Are Destroying Their Reputation [View article]
    Certainly Hummer... they have the right, but at some point, they risk alienating any future buyer of another company they start... and as much as if what they say is true about Volpi would make Volpi a snake, by going after him, they also risk being able to recruit talent to run their companies.

    I am not questioning their right etc., but after making $2B in the sale, they need to pick and choose their battles.
    Sep 21 09:05 AM | Likes Like |Link to Comment
  • Google / YouTube - Best M & A Ever? [View article]
    In hindsight, Google buying Applied Semantics (precurson to AdSense) will become #1. Let's face it, that is THE cash king of advertising, let alone online advertising.
    Jul 19 09:56 PM | Likes Like |Link to Comment
  • Why Yahoo Should Take Another Stab at Video Content [View article]
    1 - On the content side:

    YouTube is 99% UGC and monetizing 5-10% of its inventory.

    Yahoo! can skim the content and adopt a strategy where it only features ad-friendly, pro-content.

    2 - On the sales side:

    Yahoo! knows how to sell to branded advertisers, YouTube - by virtue of being part of Google - is more into performance based advertisers.

    3 - Strategically

    - YouTube is part of a search tech company,
    - Hulu is owned by the media companies,

    so both will eventually hit a wall... creating an opening with for Yahoo who has a) audience, b) content experience and c) sales savvy.

    No brainer to me.

    The point is, it's not "social or video tech" that will save Yahoo!

    On May 28 10:27 AM PastTense wrote:

    > Youtube is losing hundreds of millions of dollars a year. So how
    > exactly do yo think Yahoo can get into this business and make money?
    May 28 01:08 PM | Likes Like |Link to Comment
  • How to Disrupt the Traditional Video Content Business [View article]
    I certainly think that some media companies can win in a free distribution model - no doubt.

    But for our business, while it made sense in our first year or two, by year three, it just didn't. Thankfully, as a result of the decision to stop giving away our content, we built a hybrid licensing/syndication business model that is now paying dividends.


    On May 15 09:36 AM User 414484 wrote:

    > I think free distribution can work in certain circumstances. Setting
    > up distribution partnerships in much the same way that studios distribute
    > to cable/satellite (only using an affiliate model for distribution
    > partners) can be a creative and effective way to harness the audience
    > needed to generate revenues suffiecient for monetizing production
    > or original programming. This is not possible with all types of
    > content and is best used with content that has a large natural audience
    > online.
    >
    > The challenge for the majors is learning about and adapting to the
    > new landscape and trying to somehow make it fit into the models they
    > are used to and dependent upon. At some point there must be a breakdown.
    >
    >
    > New producers are leaner and more agile.
    May 15 10:06 AM | Likes Like |Link to Comment
  • Some Internet Lessons from the Close of Portfolio [View article]
    Answered you below.


    On Apr 29 03:57 PM notsosmart wrote:

    > dont you love it. the guy never read it.what a jerk.
    Apr 30 09:30 PM | Likes Like |Link to Comment
  • Some Internet Lessons from the Close of Portfolio [View article]
    Hello, sorry for not checking in earlier.

    - Not so Smart: Allow me to clarify: I read online articles quite frequently and actually like the magazine. I apologize about not being more clear.

    - Cetin: I worked at AskMen as VP of Ad Sales, columnist etc., so we took and beat Maxim online... but ultimately, Maxim has gone from $28M in EBITDA to $8M in EBITDA; Blender's gone online-only. I don't read Pop. Mechanics but doubt it is on as solid of a footing as it was 10 years ago.

    Health, tech, science or news in print is a ridiculous notion, when you think about.

    - Ruthanne: When we sold AskMen to IGN, all of the IGN execs showed us data upon data just suggesting that the only healthy magazines (thick ones ;) seemed to be women's oriented lifestyle publications.

    For what it's worth, I think print has a future, just a smaller one. If print media firms embrace video as they move online, I think they can do great things. The question is: will they? Or better yet: can they?
    Apr 30 09:30 PM | Likes Like |Link to Comment
  • Newspapers Continue to Ignore Online Video Opportunities [View article]
    One more thing, long term I don't see you can't have a sponsorship model over a pure CPM one for video. With that model, you won't need 90M imps...
    Apr 15 07:18 AM | Likes Like |Link to Comment
  • Newspapers Continue to Ignore Online Video Opportunities [View article]
    Hey Media Professional,

    I certainly am not implying replacing print's losses with online video's gains (or even all of online!) in the short term, overnight... but since you are now on the digital side (a convert) then we both know that over time, digital can make it up and then some.

    But my main argument has always been that yes: online shrinks media, including print, and there is nothing anyone can do about it.
    Apr 15 07:06 AM | Likes Like |Link to Comment
  • Why Is TheStreet.com Trading for Less than Cash? [View article]
    Hey User 162579

    Well... now I plain embarrassed ;) - thanks

    Ash
    Apr 7 08:36 AM | Likes Like |Link to Comment
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