Groupon Revisited

Apr 30, 2012 by

Just thought it would be prudent to revisit Groupon as the stock continues to tank. As we have said all along we were concerned about...

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Netflix revisited.

Feb 22, 2012 by

I still strongly believe that netflix will get netflixed. The barrier to entry which existed when netflix built their business on new...

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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...

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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...

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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...

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Airbnb

Aug 2, 2011 by

I wasn’t really going to write about this but I though that I could sum this up very quickly with a quick question Q: What is...

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