categories
HOT TOPICS
- The Accelerator Conundrum
- The Startup Velocity Question
- Platform as a Service
- Man and Superman
- Web 3.0 = (4C + P + VS)
- The Future: End of Capitalism
- Capitalism 2.0
roll-up
USA Today’s Step Forward
I wrote Newspapers, Roll Up! last week. Today, USA Today, one of Gannett’s (GCI) top holdings, announced a massive overhaul. From Steve Rubel’s piece: “The notable additions include: reader comments on every story, the ability to create a profile page that can be shared with others, citizen journalist photos, story tagging and digg-like recommendation buttons.”
Newspapers, Roll Up!
There has been a lot of coverage on the dwindling fortunes of old media, especially the newspaper industry. Some of mine are Media Shuffles and Newspapers, Wake Up!. But. I am one of those people who believe that quality content will still need business models supporting it, and new media’s heavy reliance on FREE user-generated
Oracle Acquires Hyperion
Continuing his acquisition binge, Ellison acquires Hyperion (HYSL) for $3.3 Billion. This also continues the consolidation of the Enterprise Software space, which is now only left with SAP as the major other player. WSJ Coverage here. There are, however, a number of mid and small sized companies: Opentext (OTEX; Content Management; Market Cap $1.08 Billion),
Web 3.0: More Roll-Ups To Come
This week, ComVentures has gotten into trouble by trying to roll up several companies in its portfolio into one that is performing relatively well. If you missed this little soap opera, you can catch up here, here, and here. Well, the truth is, we have seen a tremendous overfunding in the last year in the
Web 3.0 = (4C + P + VS)
I have already written a few pieces addressing the disjointed nature of the Web whereby you go one place for content, another for community, and a third for commerce; the most notable of these pieces is the popular 4C: Yahoo’s Turnaround Formula. Let’s quickly recap the terminology: 3C = Content, Commerce, Community | 4th C
Indian Television Market: Opportunities
There is a wonderful article in New York Times this week, In India, The Golden Age of Television is Now. “Indian films, especially the flashy musicals and dramas of Bollywood, have grabbed plenty of attention in the West. But the country’s lesser-known television business is more than twice as big, with an estimated $3.4 billion
Tessera’s Roll-Up Strategy
Chances are, you have not followed this company, nor heard of it. But unsung, Tessera (TSRA) has accumulated an annual revenue of $208.7 million in 2006, with a current market cap of close to $2 Billion. Shares of Tessera, which have traded between $24.58 and $42.40 over the last year, surged to a fresh 52-week
Heritage Hotels: Roll-up opportunity for a Private Equity firm?
Spain developed the Paradors concept very effectively, by converting old forts, palaces, and monasteries into beautiful “experience hotels”. India has done only the beginnings of this, but has a very long way to go yet. Here is a business concept for KKR or Carlyle for India: The real estate market is booming. Old, beautiful architecture
