Scott Kupor and Preethi Kasireddy of Andressen Horowitz published a strong SaaS valuation primer this week. If you don’t have a fundamental understanding of recurring revenue businesses and are interested in such things it is a must read. They discuss important SaaS metrics such as customer acquisition costs (CAC), billings, churn, and life time value (LTV). Working […]
Continue reading →I love Twitter. I was an early adopter of the micro-blogging platform. As a matter of fact today marks my seventh anniversary using the service. And today is a big day for Twitter. The company is set to go public on the New York Stock Exchange. And the IPO is creating quite the noise. Congratulations […]
Continue reading →So after my somewhat gushing Groupon earnings call summary, here's the other side of the coin. One of the things that CEO Eric Lefkofsky said during the call, and it has become a major talking point since, is that Groupon wants to become the first place shoppers turn to when they "want to buy anything, anywhere, […]
Continue reading →On Wednesday Groupon (GRPN) announced their second quarter earnings. The stock market reacted quite favorably sending the stock up 22% in a single day. That is quite the dramatic recovery for a company with a pretty solid record of missteps with the financial community. This is why the stock is moving. Groupon named co-interim chief […]
Continue reading →Not me. Andrew Mason. The founder and CEO of Groupon. His letter to employees and the fact he publicly posted it because he knew it would leak are classic. People of Groupon, After four and a half intense and wonderful years as CEO of Groupon, I’ve decided that I’d like to spend more time with […]
Continue reading →Seems to be quite the subject these days. Paul Graham says, or at least an investor does, that startup valuations are heading south. Fred Wilson pretty much agrees for later stage companies (and agrees that FB is overvalued). My take. It does not matter. Unless your startup has over 50% of the U.S. using it, has raised […]
Continue reading →Before I go any further I want to give some kudos to Facebook. More than half the people in the United States use the social network. I think the number something is like 900 million worldwide. Facebook is an important consideration for any marketer. And you have to give it to Zuck. Despite donning a […]
Continue reading →That is what the survey says.
Continue reading →Over on the Groupon blog Groupon the Cat is creating quite the ruckus. It seems like Mr. Cat wrote a little blog post about "The Groupon Guide to the "Quiet Period." In it Mr. Cats states: The “Quiet Period” is the time right before a company “goes public,” during which it is legally prohibited from […]
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