Groupon

Sep 26, 2011 by

It is not surprising that Groupon was required to do a restate on it’s revenues. What is surprising is that the restate took so...

read more

Netflix revisited

Sep 16, 2011 by

In January  2011, ( in my predictions for 2001 ) while Netflix was seemingly at the top of it’s game, I predicted that Netflix...

read more

Groupon Key Metric

Sep 7, 2011 by

interesting to note that the original S1 does not at all give details on “same merchant sales” ie- repeat merchants. At...

read more