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Return And Ridicule
on Tue, May 7 • 1 Comment
The JOBS Bill
on Sun, Mar 25, 2012 • 4 Comments
Some Thoughts On The IPO Market For Web Companies
on Thu, Dec 22, 2011 • P, LNKD, GRPN • 2 Comments
Is The Street Overreacting To Netflix's Downward Guidance?
on Sun, Sep 18, 2011 • NFLX • 15 Comments
On Porous Paywalls and the New York Times
on Sun, Aug 14, 2011 • NYT • 1 Comment
There Are Few Venture-Backed IPOs
on Thu, Jun 23, 2011 • Comment!
Skype: Another Round of Corporate Ownership
on Tue, May 10, 2011 • MSFT, EBAY • Comment!
SEC Needs to Make Regs Currently Under Review More Pre-IPO Value Creation Friendly
on Fri, Apr 8, 2011 • SPY, IVV, VOO • 1 Comment
Android Now Dominant Mobile Phone Operating System
on Sun, Apr 3, 2011 • GOOG, AAPL • 74 Comments
Bearish on Internet Music Locker Services
on Wed, Mar 30, 2011 • AMZN • 2 Comments
Some Thoughts on CEO Transitions
on Sun, Jan 23, 2011 • GOOG, AAPL • 4 Comments
The Second Coming of the Internet IPO
on Fri, Jan 14, 2011 • GS • Comment!
The Present and the Future: RIM and the Case for 'Platform Collapse'
on Mon, Dec 13, 2010 • BBRY, AAPL, GOOG • 44 Comments
Investment Strategy: Keeping a Close Eye on Pace
on Sun, Nov 21, 2010 • 2 Comments
Bashing the Collective Wisdom on IPOs
on Tue, Nov 16, 2010 • Comment!
Thoughts on Convertible Debt and Its Place in Venture Capital
on Tue, Aug 31, 2010 • Comment!
Why I Don't Like Stock Buybacks
on Sun, Jun 27, 2010 • SPY, DIA, QQQ • 24 Comments
Thoughts on the Importance of Diversification
on Mon, Jun 21, 2010 • DIA, SPY, QQQ • 4 Comments
IPOs Just Aren't What They Used to Be
on Sun, Jun 20, 2010 • 1 Comment
Risk and Return
on Mon, Jun 14, 2010 • DIA, SPY, QQQ • 7 Comments
Gold vs. Real Assets
on Mon, Jun 7, 2010 • GLD • 27 Comments
Chart of the Day: Top 30 Internet Properties
on Thu, Jun 3, 2010 • HHH • 1 Comment
U.S. Media: Ad Spend Trends
on Tue, Jun 1, 2010 • GOOG, HHH • 1 Comment
Why Taxing Carried Interest as Ordinary Income Is Good Policy
on Sun, May 30, 2010 • 2 Comments
From Hopes and Dreams to the Real Thing
on Wed, May 12, 2010 • Comment!
The Market Plunge and Liquidity in the Start-Up Business
on Fri, May 7, 2010 • DIA, SPY, QQQ • 9 Comments
Why I'm in Favor of Net Neutrality Regulation
on Thu, May 6, 2010 • HHH, AAPL • 23 Comments
Palm's Stay Packages: Critical Tool for Maintaining Shareholder Value During Sale Process
on Sat, Apr 17, 2010 • PALM • 9 Comments
Venture Capital Creating Systemic Risk???
on Sat, Apr 10, 2010 • IYF • 5 Comments
The Benefits of Internet Freedom
on Thu, Apr 8, 2010 • CMCSA • 6 Comments
Thoughts on the iPad
on Tue, Apr 6, 2010 • AAPL • 37 Comments
Immigration Reform and the Jobs Bill
on Mon, Apr 5, 2010 • 6 Comments