Clik here to view.
Why Yelp is Wildly Undervalued
Today, we will examine one of the original marketplace darlings that has recently taken a beating in the public markets: Yelp. Yelp was founded in 2004 and went public in 2012, trading at a market cap...
View ArticleClik here to view.
Two Charts That Prove Why Amazon Is Now Worth More Than Walmart
After their last earnings report, Amazon surpassed Walmart's market valuation. Despite the obvious fact that one company is focused on offline while the other is largely online, the two businesses are...
View ArticleClik here to view.
Understanding The Rise And Fall (And Rise Again) of Zulily
Zulily's IPO debuted in November 2013 - the shares priced at $22 and the stock roared out of the gates, jumping over 70% in the first day of trading to $37/sh. The company continued climbing to an...
View ArticleClik here to view.
The Key Advantages To Going Public And What It Takes To Get There
There have been shockingly few tech IPOs this year. Shopify, Etsy and GoDaddy are among the paltry few that have endured the rigorous public offering process. Looking forward, there are just as few...
View ArticleClik here to view.
This Is Why Public and Private Market Valuations Are Completely Different
Private companies are overvalued OR public companies are undervalued - one of these statements must be true, particularly given the massive discrepancy between the two distinct valuation environments....
View ArticleClik here to view.
This Is How Public Consumer Marketplaces Are Valued
There is a fundamental disconnect between consumer marketplace valuations in the public and private markets. Last week, I wrote about the public-private valuation discrepancy for consumer internet...
View ArticleClik here to view.
Candy Crush’s Acquisition And What It Means For Mobile Gaming Companies
Activision-Blizzard just acquired Candy Crush maker King Digital for almost $6B. That's a lot of money. In fact, that is a bigger price tag than the equity values of marketplaces such as Lending...
View ArticleClik here to view.
Will Match Group’s Upcoming IPO Fare Better Than The Rest?
Update: Match priced it's IPO at $12 per share which was at the low end of the range. They raised $400M with an equity value of $2.9B. The stock soared, closing at $14.74 after the first day of...
View ArticleClik here to view.
Here Is Why Ecommerce Companies Aren’t Worth Very Much
It is no secret that most VCs aren't huge fans of ecommerce businesses. While there are many reasons to dislike ecommerce, more specifically retail commerce, there are many positives as well which...
View ArticleClik here to view.
This Is What’s Going On With Yahoo’s Spin-Off (And Why It’s Important)
It's been fascinating to watch Yahoo evolve over the years. Started as a web directory business by Jerry Yang and David Filo in 1994, Yahoo grew rapidly in the 90s and became an Internet darling....
View Article
