2 month ago
Linkorama : Venture Fund Economics: Gross and Net Returns - Really great series by Fred Wilson
# copy4 month ago
nelson : Asset allocation - Interesting disclosure from Leonard Lin about how he's invested. Sensible design.
# copy4 month ago
joshua : Ten Books on Investing Recommended by Warren Buffett
philgyford : Ten Books on Investing Recommended by Warren Buffett | Business Pundit - I love lists of books recommended by people who know what they're talking about. (via Kottke)
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7 month ago
nelson : Broker corruption - Great story about how broken the financial services industry is
# copy7 month ago
nelson : Auction rate securities - Nice explanation of a wrinkle in the current markets
# copy8 month ago
nelson : DivX / Stage6 drama - Techcrunch has some very juicy unsourced fumour
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9 month ago
WillPate : Who Cares If Corporate Valuations Are Crazy?
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11 month ago
nelson : VC failure - Even the top VC firms at best broke even for funds 2000-2004
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12 month ago
nelson : Good TechCrunch report - It's not all bad blogging; an actual quote! From a named source!
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12 month ago
nelson : About quants - Good introductory article about quantitative finance and the recent mortgage market fiasco
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12 month ago
nelson : $500M more for Facebook? - Rumours of hedge fund investment, but seems pretty thinly sourced so far; Fake Steve Jobs is the other source
# copy16 month ago
Linkorama : The truth about venture capitalists, Part 2 - Really great and pragmatic advice
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25 month ago
Linkorama : value of social software - So why do I do it? Because I believe we have a real problem to solve. A War for Talent. Because I believe we have a real solution to that problem.
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41 month ago
ricmac : Genuine VC: Is the Bubble Back? - Not quite, says David Beisel: "What we?re in is a rejuvenation. After a cold winter, the internet is back."
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42 month ago
erikbenson : Another theory about the long tail - I couldn't pass up the pun opportunity, but the article is interesting as well
# copy44 month ago
ricmac : ThinkEquity - investment bank blog - "ThinkEquity is betting that the blog will attract analysts, bankers, investors, venture capitalists and anyone else interested in talking about growth investing, and in the process, help the company generate ideas."
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44 month ago
plasticbag : 300 islands in the shape of the world - a unique investment opportunity, and also the freakiest fucking thing I've ever heard of... - Mark my words - the aspiration of humankind is to make the real world like Second Life
erikbenson : Have you seen this? The UAE is building a series of Islands in the shape of the world. - I think they're trying to find investors at the moment to build an assortment of communities on these islands.
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45 month ago
ricmac : A VC: Union Square Ventures - "...a venture capital fund dedicated to making early stage investments in technology enabled service businesses that are disrupting markets, particularly the marketing, media, financial services, and telcomm markets."
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45 month ago
ricmac : Fred Wilson on "early stage market" like 1999 peak - "...being driven by Web 2.0 and the realization that we have entered another wave of innovation around the Internet that will result in a lot of interesting companies being created, built, and sold over the next several years."
# copy45 month ago
ricmac : The New York Times: It's Maybe a Bubble, but a Selective One - "...a bit of one-upmanship among analysts on Wednesday to see who could be the most upbeat about Google, which has now surpassed eBay as the Internet stock with the greatest market value."
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45 month ago
ricmac : Burnham's Beat speculates on a Google vs Yahoo "blog war" (via Susan Mernit) - Says SixApart and Feedburner are prime acquisition targets: "...they will either enhance control over the distribution channel or they will reduce its costs by enabling "blog-barter" transactions"
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45 month ago
ricmac : The Internet Stock Blog: Five Internet danger signs to watch for in 2005 - David predicts CNET and Yahoo!'s business are at risk from "niche, category-killing, advertising-supported Web sites that get high placement in algorithmic search engine results and, once discovered, attract repeat-readers."
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45 month ago
ricmac : The Internet Stock Blog: TheStreet.com says it's for sale, but will there be any takers? - "...this site [Internet Stock Blog] provides better coverage and analysis of Internet stocks than CBS MarketWatch or TheStreet.com precisely because it is more focused."
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45 month ago
ricmac : The Internet Stock Blog: Yahoo to acquire Six Apart? - "So, as these companies [Google, Yahoo, MS] assemble the complete bundle of integrated personal Web tools, the social networking sites will be acquired, del.icio.us will be acquired, and... Six Apart will be acquired."
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46 month ago
ricmac : The Internet Stock Blog: Five Internet danger signs to watch for in 2005 - David predicts CNET and Yahoo!'s business are at risk from "niche, category-killing, advertising-supported Web sites that get high placement in algorithmic search engine results and, once discovered, attract repeat-readers."
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