Venture Bytes #26 – Buffeted by Risk

Venture Bytes #26 – Buffeted by Risk

on August 17, 2016

The first lead article, Buffeted By Risk, is a commentary on the recent volatility and the dramatic asset re-pricings in the public markets. We believe it might be time to commit to a cogent understanding, ignore the short term signal and stay a rational course. The second lead article, Unicorns Find Religion in Debt Financing?, looks at takeaways from the recent debt rounds by the tech unicorns. We don’t see any negative implications from these debt deals and believe companies are being opportunistic in the face of low interest rates, opportunity to minimize dilution, and ultimately gaining financial flexibility without giving up control. 

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Venture Bytes #25 – Blockchain

on June 9, 2016

The first lead article, From Wild West to Wall Street, is on Blockchain. Seven years after the release of the open-source software, the Blockchain technology is gaining traction, albeit gradually and selectively.
The second article, May (Not) Jobs, is our take on May’s employment report. We believe payrolls and employment are sending worrying signals and markets are tunnel visioned in on the interest rate implications. A large and growing body of evidence suggests that the economy has been and continues to roil many and disappoint even more.  

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