Category Archives: Valuation

Observations from the Facebook S1

1. A new standard for user engagement. DAU to MAU ratio of 57% in December 2011, which amazingly is actually higher than the already high 54% in December 2010.  This makes Zynga’s engagement look weak! 845 million MAUs as of … Continue reading

Posted in Business Models, Companies, Social Commerce, Valuation | Tagged , , , , , , , | Leave a comment

The Real Facebook Effect

Unless you have been under a rock the past few days, you heard about Facebook’s long anticipated S1 filing.  It’s hard to go anywhere in the Valley without hearing the buzz.  Readers of this blog will recall that I had … Continue reading

Posted in Business Models, Companies, Valuation | Tagged , , , , , , , | Leave a comment

Overheard in Silicon Valley…

Overheard at the Four Seasons Palo Alto: Entrepreneur 1: I’d like to get at least a 6x multiple. Entrepreneur 2: Your public comps are trading at half that with comparable growth.  Why would someone invest in you if they can … Continue reading

Posted in Entrepreurship, Valuation | Tagged , , | Leave a comment

RIM Management Misconstruing Appeal of iOS, Android

Silicon Alley Insider published an interesting chart showing RIM’s historical revenue and gross profit growth.  Allegedly, RIM management looks at this chart and wonders why Wall Street has been punishing their stock.   The article states “They [RIM executives] look at … Continue reading

Advertisement

Posted in Companies, Innovation, Valuation | Tagged , , , , | Leave a comment

How Facebook Could Be Worth $200 Billion+

With LinkedIn and RenRen filing to go public, it seems the chatter at every social event I attend these days turns to what Facebook could be worth.  Facebook has had a stellar valuation trajectory – from having raised $12.7 Million … Continue reading

Posted in Business Models, Companies, Entrepreneurship, Investors, Valuation | Tagged , , , , , , | 1 Comment