Venture Bytes #24 – Employment Report

Venture Bytes #24 – Employment Report

on May 9, 2016

The first article, April Payrolls and the Island Conceit, is our take on the April employment report from The Bureau of Labor Statistics. The second lead article, And the Winner is…? is a look at the potential bidders for Yahoo’s core assets and the likely winner.

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Venture Bytes #23 – What a Difference a Month Makes

on April 4, 2016

The first one, What a Difference a Month Makes, is a commentary on the interplay between public and private market valuations. We believe as private shares continue to grow and emerge as an asset class, the correlations between public and private share price movements appears to be growing. In the short run that is encouraging. In the longer run, that is good to know. The second lead article, Pre-IPO Returns Top Post-IPO Returns, looks at the returns of 20 tech IPOs since 2011. The key conclusion of our study is that the return spread between pre-IPO investing and post-IPO investing is glaringly wide, in favor of pre-IPO investing. The return, it turns out, far outweighs the risk.

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Venture Bytes #22 -Good News – Bad News

on February 16, 2016

The first one, Good News – Bad News, is our take on the last employment report from The Bureau of Labor Statistics. In a nutshell, the report generally aligns with our belief that technology itself, investment and the macro economy, are setting up to create a period, the next 18 months, that will be all about operationalizing and cost savings. The rising wage data and slowing productivity reports of the last weeks support this thesis. The second lead article is on the key takeaways from a proprietary on-the ground survey that our partner in India conducted to understand the competitive ecommerce landscape in India. Not surprising, Flipkart appears to be the leader in all categories, with Amazon India and Snapdeal not far behind. Interesting data. 

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Venture Bytes #21 – Over the Shoulder

on December 28, 2015

Over the Shoulder, our glance back at 2015 and a look ahead to 2016. We see 2015 as a “crossroads year”. We expect a pause before another steep climb as we integrate new technologies and prepare for another rapid ascent.

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Venture Bytes #20 – Clicks over Bricks?

on December 14, 2015

Clicks over Bricks?, highlights a few data points from this years Black Friday and Cyber Monday shopping days. The main takeaway is that while the headline suggests a sharp rise in e-tailing, a closer look at the numbers shows that e-tailing is still a long ways from becoming the primary method of shopping. 

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Venture Bytes #19 – E Vs R Tailing

on November 19, 2015

This week’s lead article, E vs R Tailing, is a commentary on the distinct divergence of performance between e-tailers and brick and mortar retailers, based on third quarter earnings reports. As we anticipate and try to factor future conditions, a rising predilection for eCommerce is starting to take shape as likely trend.

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Venture Bytes #18 – Interest Rates

on November 4, 2015

This week’s lead article, Interest Rates and Rating Interest, is a commentary on the relationship between interest rates and asset prices, a relevant topic in the face of expected increase in interest rates. 

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Venture Bytes #17 – Indian E-Commerce: A Vibrant Opportunity

on October 16, 2015

This week’s lead article is Indian E-Commerce: A Vibrant Opportunity, is a commentary on the e-commerce opportunity in India.

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Venture Bytes #16 – Can’t Rise From the Ashes While Denying the Fire

on September 24, 2015

This week’s lead article is Can’t Rise From the Ashes While Denying the Fire, is a commentary on the pre-IPO tech valuations. We believe the best and most heady days are on pause. The worst days are not coming back.

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Venture Edition #15 – Return to Risk-On

on August 27, 2015

This week’s lead article, Return to Risk-On, is topical given the turmoil in the public markets. Across growing geographies we are now seeing sudden and pronounced displays of the inherent risk of risk assets. We are also seeing a sudden, mass re-acknowledgement of risk. Many start-ups will find a positive path through the difficulty that is worsening and spreading through public markets, commodity prices, developing world currencies and macro economies. We will see more caution and cautiously funded evolution and a bit less hype and claims to revolution.

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Venture Bytes is a monthly insight report highlighting topical ideas, current trends and emerging opportunities in the global technology landscape