Private Companies

How Groupon Got the Gap One Return Visitor

September 29, 2010

Anybody that’s anybody knows I’m a huge fan of the social shopping site Groupon. Groupon highlights local deals from just about every major city in the United States – typically one or two per day per city. If a certain number of people purchase a particular deal, then the site will say “The Deal is [...]

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Evercore: Sell Google on Facebook Threat

September 28, 2010

There’s nothing I like more than being early on something, and I think I’ve been pretty early in identifying Facebook (FCBK) as the number-one threat to Google’s (GOOG) dominance in online advertising. Here’s what I wrote for Minyanville on August 4th: Until recently, I had the mindset that Facebook and Google weren’t destined to clash. Well, [...]

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Boo! Facebook IPO Not Happening Until 2012 At Earliest

September 27, 2010

Peter Thiel, co-founder of eBay’s (EBAY) PayPal unit and the first outside investor in Facebook (FCBK), said today on Fox Business News that Facebook would not come public until 2012 at the earliest. This is a major disappointment to me. On July 21, 2010, Facebook announced that it crossed the 500-million user milestone. That’s a [...]

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TechCrunch Interviews Facebook’s Mark Zuckerberg

September 23, 2010

I don’t think I’ve ever used the word ‘sprawling’ to describe an interview, but that’s the first adjective that came to mind after reading TechCrunch’s interview with Facebook founder and CEO Mark Zuckerberg. I highly recommend heading over there to read it – Mark makes some really interesting comments on Facebook’s mobile strategy, including what [...]

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Cheap Software is the New Black

September 22, 2010

Is free and cheap software ruling the world? I think so. Look at what’s been going on in software this week: 1) Adobe (ADBE) stock is down 20% today after disappointing investors with its fourth-quarte guidance. The problem? Customers can’t afford its expensive Creative Suite products like Photoshop. 2) The day before, Google (GOOG) announced [...]

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