by Zack Miller on December 15, 2008
There is not a soul in the world that I live in that has not been touched somehow by the Madoff scandal. Read Paul Kedrosky’s take on the “fraud of frauds“. He’s got a great read on the whole thing. There are so many questions still left unanswered but I’d like to discuss what to [...]
by Zack Miller on December 9, 2008
Why create new, unfounded and unproven investment strategies when you can piggyback on top of the world’s best investors instead? Lots of investors are using the ideas of guru investors like Ken Heebner and Warren Buffett to mimic their investment strategies or build an all-star portfolio based on the best ideas of leading hedge fund [...]
by Zack Miller on November 26, 2008
Interesting how an investor relates to a deeper understanding in a portfolio company after making the investment. Roger Ehrenberg is an investor in StockTwits. As Roger mentions in a recent blog post, StockTwits recently release a new version of StockTwits where users can insert a ‘$’ sign before any mention of a specific stock, effectively [...]
by Zack Miller on November 7, 2008
Good summary over at SeekingAlpha on TheStreet.com’s quarterly earnings. The author’s main takeaway: monetization of ads getting tougher as ad model struggle: This issue is facing every firm reliant on ads for revenues. TheStreet.com’s CFO Eric Ashman said, “it is safe to say that we have very little visibility into online ad spend for the [...]
by Zack Miller on October 26, 2008
After releasing some interesting new functionality last month, Cake Financial is laying off 30% of its workforce. The upstart aggregates financial/brokerage data of its users and then spits out community-level information to help investors make investing decisions. While not a Sequoia VC portfolio company, perhaps Cake is heading their sounding of the alarm bells for [...]