Serial Entrepreneurs: Some Pointers

There is a story on NYTimes about Max Levchin of Paypal and Marc Andreeson’s comments on it. Interesting read. Naval Ravikant comments on whether to sell your company or raise money for it … in effect advising you to sell and get the “f**k you” money first, and then do it again. In other words,

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Making SMEs Run Smoothly: René Lacerte’s Cashview (Part 6)

SM: Do you have Cashview integrated with QuickBooks? RL: It is integrated with both QuickBooks desktop software and their online software. We also do general entries for other accounting applications and we will continue to do integration with other accounting applications as we grow. SM: What is the size of the businesses that use this

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Concept Arbitrage: Qualys

I have talked a fair bit about Qualys in the past, and also brought to you an interview with Philippe Courtot, Qualys’ CEO. I’ve also said before several times, that the SaaS segment is ripe of Concept Arbitrage by Indian entrepreneurs. In fact, it plays to the strengths of folks in India who have domain

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Concept Arbitrage: Knorr

Knorr is the largest brand of the Unilever company. They make prepared food that is sold throughout the world in grocery stores. I have often wondered why great Indian, Chinese, Thai, or French recipes are not available as prepared food … not enough, anyway … Jeff Nolan once asked me that if I were doing

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Web 3.0 & Time Warner (Part 5)

Conclusion Time Warner’s businesses include AOL, Time Inc., Time Warner Cable, Home Box Office, New Line Cinema, Turner Broadcasting System and Warner Bros. Time Warner is contemplating spinning off a portion of Time Warner Cable at some point in the future, and is also rumored to be exploring the possibility of spinning out AOL and/or

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Making SMEs Run Smoothly: René Lacerte’s Cashview (Part 5)

SM: More of an ADP model, or really an effective SaaS model. RL: Yes, and ADP has not actually adopted to the Web. The powers of having the data remotely stored; the power of having multiple people access it; the powers of having multiple people update it without telling your customer and having one version

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QualComm: The effect on Valuation

By Vijay Nagarajan, Guest Author I have so far presented my projections of QualComm’s revenues for the next few years. In this part, I will perform an event-analysis based valuation of the wireless leader. I have only considered potential pitfalls in this analysis. In the sequel, I will look at what I consider are positive

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Eric Benhamou: The Saga Of Palm (Part 14)

SM: This has been a very interesting discussion. Anything else you would like to add before we conclude, especially about your personal situation at present? EB: On a personal level, things have worked out pretty well in the sense that I believe in ten year cycles – at least for me. I think, you can

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