Yahoo’s Woes

Here’s an article from Hollywood Reporter on Yahoo’s woes. I still think Yahoo has some great assets, but it is doing a very poor job of leveraging them. Here are some levers I would focus on, to deliver Yahoo out of the muck: (a) MyYahoo : Tying personalization with the in-house systems of advertisers could

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Investment Thesis: Warren Packard

Here’s an interview with Warren Packard, a General Partner at Draper-Fisher-Jurvetson. DFJ has funded Hotmail, Skype, Overture, Baidu, Interwoven, 411, and many others companies. Typically, they do a LOT of deals, and are less hands-on than many other firms who take on smaller portfolio, with a more active commitment to helping the entrepreneurs. They have

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Jim Cramer: “YHOO Takeover Candidate”

Jim Cramer thinks YHOO is a potential takeover candidate from four potential suitors: Microsoft Corporation (NYSE:MSFT), or even Viacom, Inc. (NYSE:VIA), Comcast Corporation (NASDAQ:CMCSA), or AT&T Inc. (NYSE: T). Read the analysis here. It’s quite entertaining! And more.

Next Wave of Deals

Om Malik discusses what’s next in terms of big Internet deals. Here’s a good addendum from our Forum. I agree, Digg and Photobucket are strong possibilities.

Moritz’s New Deal: PopSugar

To scale expontentially the level of trash in Cyberspace, Michael Moritz is funding a company called PopSugar, supposedly a celebrity gossip site targeted towards young, hip women. Huge Alexa ratings show excellent uptake, as the company describes itself as “Insanely Addictive”. No kidding! 1.5 Million unique visitors. It’s interesting to me that while Bill Gates

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Media Troubles

I wrote Media Shuffles earlier this week. Here’s TechCrunch reporting on CNet’s troubles, because of the rise of Blogs. Clearly, blogs have disrupted a lot of things in the old media world. Google’s newly acquired power in video sharing will, likely, also prove problematic for the incumbants. I am hearing from myriad sources that the

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Investment Thesis: Don Hutchison (Part 4 – Final)

SM: Describe your ideal entrepreneur. DH: Smart, hungry, focused, yet open minded, capable of creative and analytical inspiration and coachable in those areas where they can use help. To use a phrase mentioned earlier, I like working with people who take the game very seriously and are driven to win, but who manage not to

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Investment Thesis: Don Hutchison (Part 3)

SM: Describe, in some detail, the last deal you funded, and your rationale behind funding it. DH: I’ve made three recent investments; one new and two follow-on. The new is www.revision3.com, formed by Jay Adelson and Kevin Rose. This was exactly the type of new media play I was seeking–something hugely ambitious with existing traction

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