
Breaking "Things" into Smaller Pieces
One of the byproducts of the Internet is a phenomenon that is impacting all sorts of things, the trend of breaking things into smaller and smaller pieces, dramatically changing the subsequent consumption models. The ability to connect everything using the Internet opened up new business / economic models, new ways of working, new ways to […]
How to Position a VC Startup for Acquisition: You Can’t
How do you position and maneuver your VC-funded startup for acquisition? The short answer is, “You can’t.” The VC’s didn’t sign up for an acquisition. They are seeking a billion dollar revenue opportunity because that’s what it takes to move the needle on their portfolio. If they are willing to talk about an acquisition at all, […]

Contrarian VC’s: Good Idea!
VC’s have a real reputation for having a herd mentality. If you are a VC, don’t get offended, you know it’s true. Heck, I’ve had a number of you joke with me about it. For this reason, I read with interest Fred Wilson’s musings about contrarian investing. Fred talks about how momentum investing can be successful, […]

The Headline as Content
One of the challenges in deciphering online news is that a catchy headline is often peddled instead of the actual story, something fully on display today in a NYTimes article.
As an exercise to demonstrate this, read the headline below and stop to consider your emotional and intellectual response:
“Wall St. Hiring in Anticipation of an Economic Recovery”

Spend Matters: Reporting, Analysis and Aggregation — What is the Right Balance?
I caught up with an old friend last night at a technology networking event in Chicago, whom I’d describe as a reformed Big 5 consultant turned entrepreneur turned trader. He also happens to write — from time-to-time a financial blog that looks at …

Ariba and Beyond — Are Valuations in the Spend Management Sector Increasing?
I’m not one to follow stock prices. Because of this blog — not to
mention my time commitments trying to build multiple businesses —
I’ve pretty much placed my personal accounts at the mercy of
of broad stock and related indices, not to me…

Bullish Bears and Bearish Bulls
Image by digital_monkey via Flickr This year has been an exercise in patience in many ways. The market fell to near catastrophic lows in March and many were questioning the very financial underpinnings of our society, and now less than…