Category Archives: Valuation

Observations from the Facebook S1

Posted on February 4, 2012 by Gaurav Tewari

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 →

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The Real Facebook Effect

Posted on February 4, 2012 by Gaurav Tewari

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 →

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Overheard in Silicon Valley…

Posted on January 30, 2012 by Gaurav Tewari

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 →

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RIM Management Misconstruing Appeal of iOS, Android

Posted on June 11, 2011 by Gaurav Tewari

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 →

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How Facebook Could Be Worth $200 Billion+

Posted on May 18, 2011 by Gaurav Tewari

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 →

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